Senior Business Systems Analyst

CI Financial; Toronto; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Modern HQ location

Training Reimbursement

Paid Professional Designations

Employee Savings Plan

Corporate Discount Program

Enhanced group benefits

Parental Leave Top-up

Paid time off for Volunteering

Job summary

CI Financial seeks a Senior Business System Analyst to join the Wealth Technology Product team. You will partner with business and IT to implement solutions, document requirements, and manage stakeholder expectations.

You will lead testing, ensure quality, and mentor junior analysts in an environment that emphasizes collaboration and continuous learning. The role requires extensive domain knowledge in wealth management, strong analytical skills, and experience with agile processes within

Qualifications

• University degree in Computer Science, Mathematics, Commerce/Finance, Engineering or equivalent.
• 7 years of hands-on wealth management and technology solution delivery.
• Experience in requirements gathering, testing, and implementation.
• Proven ability to lead meetings and facilitate discussions.
• Hands-on with JIRA for backlog management and agile execution.
• Strong knowledge of agile methodologies and cross-functional teams.
• Expertise in User Acceptance Testing (UAT).

Responsibilities

• Gather, document, and manage business requirements and specifications with stakeholders.
• Create user stories in JIRA and maintain project documentation.
• Coordinate sign-off from business owners and ensure alignment with goals.
• Establish partnerships with business users and communicate complex concepts clearly.
• Develop test plans and test cases; verify results and coordinate resolutions.
• Mentor junior BSAs and contribute to knowledge sharing and best practices.

Skills

Requirements gathering

Documentation

JIRA

Agile

Stakeholder management

UAT

Mentoring

Education

BS in CS/Math/Finance

Tools

JIRA

Job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are looking for a Senior Business System Analyst to join our talented Product team in the Wealth Technology group at CI Wealth. In this role you will partner with the business and IT to implement solutions and processes to achieve our strategic goals.

Responsibilities

Requirements Gathering & Documentation

• Collaborate with project managers, BSAs, developers, and technical teams to identify, document, and manage business requirements and specifications.
• Ensure business requirements are complete, correct, consistent, concise, and achievable, securing sign-off from business owners.
• Proactively investigate, understand, and articulate business issues, processes, and opportunities, recommending viable solutions.
• Document new requirements as user stories in JIRA and maintain project documentation in alignment with the JIRA framework.

Stakeholder Engagement & Communication

• Establish and maintain strong partnerships with business users to determine optimal solutions for business and system needs.
• Set stakeholder expectations appropriately and effectively communicate complex concepts to non-technical audiences.
• Organize and facilitate stakeholder meetings, ensuring key actions and decisions are documented and followed up on.
• Act as a liaison between business and IT teams, soliciting input from subject matter experts and ensuring alignment with business goals.

Testing & Quality Assurance

• Support testing phases by developing and executing test plans and test cases to ensure high-quality implementations.
• Verify test output, report critical issues, and coordinate resolutions with relevant teams.
• Ensure thorough documentation of test results and assist in the transition from project implementation to operational support.

Teamwork

• Provide guidance and mentorship to junior Business Systems Analysts, helping them develop their analytical, technical, and communication skills.
• Support knowledge-sharing within the team by contributing to best practices, documentation, and training initiatives.
• Assist junior team members in refining requirements, improving documentation quality, and understanding Agile and testing methodologies.

Qualifications & Skills

• Extensive understanding of financial products, business processes, procedures, and best practices.
• Strong experience in business system analysis, requirements gathering, and documentation.
• Proven ability to recommend and implement business process improvements.
• Hands-on experience with JIRA for backlog management and agile project execution.
• Deep knowledge of agile methodologies and experience working within cross-functional agile teams.
• Expertise in User Acceptance Testing (UAT), including developing and executing test plans to validate functionality against documented requirements.
• Strong focus on quality assurance to ensure successful implementation of solutions.
• Proven ability to lead meetings, facilitate discussions, and communicate effectively with both technical and non-technical stakeholders.
• Strong verbal, written, and presentation skills.
• Strong analytical and problem-solving skills with keen attention to detail.
• Excellent organizational and multitasking abilities to deliver high-quality work under pressure.
• Self-motivated with the ability to work independently and collaboratively as part of a team.
• Experience with information systems and exposure to project management processes.
• Solid business skills with the ability to bridge the gap between technology and business needs.

Experience

• 7 years of hands-on experience in wealth management and technology solution delivery through full development cycle (requirements gathering, testing and implementation)

QUALIFICATION REQUIREMENTS

• University degree in Computer Science & Mathematics, Commerce & Finance, Engineering, or equivalent industry-related business experience

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $69,500 - $119,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

This role follows our in-office work model and requires employees to be onsite four days per week to support collaboration and business needs.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

What We Offer

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top-up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.