Wealth Data & Insights Leader

Insight Global; Canada; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading consulting firm in Canada is seeking an experienced Business Analyst with a strong focus on wealth management. This role involves bridging business needs with data insights, fostering collaboration among various departments, and translating financial metrics into actionable specifications. The ideal candidate will have over 8 years of experience and proficiency in MS Office Suite, especially Power BI. Generous benefits begin after the first month of employment, including medical and dental insurance, paid time off, and a 401k plan.

Benefits

Medical, dental, and vision insurance

401k retirement account access with employer matching

Paid sick leave and other paid time off

Qualifications

• 8+ years of experience as a Business Analyst in Wealth Investment.
• In-depth knowledge of data gathering for risk profiling and pricing.
• Excellent written and verbal communication skills.

Responsibilities

• Build and manage relationships with senior leaders.
• Collaborate with cross-functional teams to deliver accurate product positioning.
• Elicit and document business requirements.
• Translate financial metrics into actionable specifications.
• Work on process mapping and gap analysis.
• Support user acceptance testing and reporting requirements.

Skills

Wealth Investment and Lending Products knowledge

Data gathering requirements

Communication skills

Process mapping

Tools

MS Office Suite (Excel, PowerPoint, Outlook, Word, Power BI)

Job description

A leading consulting firm in Canada is seeking an experienced Business Analyst with a strong focus on wealth management. This role involves bridging business needs with data insights, fostering collaboration among various departments, and translating financial metrics into actionable specifications. The ideal candidate will have over 8 years of experience and proficiency in MS Office Suite, especially Power BI. Generous benefits begin after the first month of employment, including medical and dental insurance, paid time off, and a 401k plan.