Strategic Business Analyst – Wealth Operations (Hybrid)

Equitable

Southwestern Ontario

Hybrid

CAD 90,000 - 120,000

Full time

14 days+

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Job summary

Equitable in Waterloo, ON is seeking a Business Analyst Consultant in Individual Wealth Operations to lead complex IT and business transformation initiatives. You will act as a primary liaison between Business and IT, guiding requirements, MVP scope, and testing practices while mentoring others.

The role offers a hybrid work arrangement with office presence in Waterloo and opportunities to influence enterprise-wide solutions and capabilities.

Qualifications

  • Lead Business Analyst on large IT projects within financial services or insurance.
  • Expert-level knowledge of BA methodologies, processes, tools, and techniques.
  • Experience in process redesign, including data modeling and risk analysis.
  • Strong critical thinking and problem-solving skills.
  • Proven experience coaching and training Business Analysts and UAT testers.

Responsibilities

  • Serve as the lead or sole Business Analyst on large IT projects, liaising between Business and IT for scope, requirements, and issue resolution.
  • Lead requirements gathering and documentation, develop functional/non-functional requirements, user stories, and features aligned to business goals.
  • Assess technology solutions, review estimates, determine MVP to balance benefits with costs, timelines, and risks.
  • Develop feasibility studies, business cases, and strategic recommendations to support tech strategies and process improvements.
  • Collaborate with Systems Analysts, developers, QA, and stakeholders to ensure solutions meet business needs and provide a good user experience.
  • Coordinate and support UAT activities, including planning, test case development, execution, and post-implementation validation.
  • Lead business process redesign and modernization, driving implementation and change management across the business.
  • Develop and enhance BA and UAT practices, including coaching and training at all levels.

Skills

Lead BA on large IT projects
Requirements elicitation
Solution assessment
Data modeling
Process redesign
Mentoring Analysts
Agile delivery
Non-functional requirements
Strong analytical thinking
Project planning

Education

Post-secondary degree or equivalent
BA Certification preferred

Tools

MS Office
MS Visio
HP ALM/Quality Center
Test Automation Tools

Job description

Equitable in Waterloo, ON is seeking a Business Analyst Consultant in Individual Wealth Operations to lead complex IT and business transformation initiatives. You will act as a primary liaison between Business and IT, guiding requirements, MVP scope, and testing practices while mentoring others.

The role offers a hybrid work arrangement with office presence in Waterloo and opportunities to influence enterprise-wide solutions and capabilities.

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