Wealth Management Analyst

SMARTFOX; Toronto; Hybrid; CAD 85,000 - 110,000; Full time

Job summary

SMARTFOX in Downtown Toronto, ON is seeking an experienced Business Analyst with strong Wealth Management expertise to support business and technology initiatives for a leading financial institution. The role involves collaborating with stakeholders and technical teams, translating requirements into technical specifications, and analyzing data across data domains.

The ideal candidate will have hands-on SQL skills for data validation, experience with data mapping, APIs, batch files, Kafka, and

Qualifications

• Strong experience as a Business Analyst within Banking, Financial Services, Wealth Management, or Investment Management.
• Strong understanding of Wealth Management concepts, data, and trading lifecycle.
• Hands-on experience with data domains and data mapping.
• Strong SQL skills with the ability to perform data analysis and validation.
• Experience creating Functional, Non-Functional, and Technical Specifications.
• Proven experience working closely with development/technical teams.
• Strong communication, analytical, and problem-solving skills.
• Experience with Jira and Confluence.

Responsibilities

• Analyze business requirements and translate them into clear functional and technical specifications.
• Work closely with business stakeholders, technology teams, and developers throughout the project lifecycle.
• Support Wealth Management and trading-related initiatives, including understanding data flows and the trading lifecycle.
• Work with various data domains, including data mapping, source-to-target mapping, and data analysis.
• Write and execute SQL queries for data validation, analysis, and investigation.
• Create and maintain Functional and Non-Functional Requirements/Specifications and technical documentation.
• Collaborate with development teams to clarify requirements and ensure solutions meet business needs.
• Work with integration and data solutions involving APIs, batch files, and Kafka.
• Use Jira and Confluence for requirements, documentation, project tracking, and collaboration.
• Lead or coordinate small projects, initiatives, or workstreams as required.
• Manage multiple priorities and projects while meeting deadlines in a fast-paced environment.
• Identify issues, coordinate with relevant stakeholders, and drive items through to resolution.
• Communicate effectively with both business and technical stakeholders.

Job description

Job Title: Business Analyst – Wealth Management

Location: Downtown Toronto, ON, Canada

Work Model: Hybrid – 3 Days Onsite / 2 Days Remote

Contract Duration: 6 Months, with potential for extension/renewal based on performance and business requirements

Interview: In-Person – Downtown Toronto, ON

Position Overview

• We are seeking an experienced Business Analyst with strong Wealth Management experience to support business and technology initiatives for a leading financial institution in Downtown Toronto.
• The ideal candidate will have strong knowledge of Wealth Management, trading lifecycle, data analysis, and data mapping, along with the ability to work closely with business stakeholders, technical teams, and developers.

Previous experience with RBC or RBC Wealth Management is highly preferred.

Key Responsibilities

• Analyze business requirements and translate them into clear functional and technical specifications.
• Work closely with business stakeholders, technology teams, and developers throughout the project lifecycle.
• Support Wealth Management and trading-related initiatives, including understanding data flows and the trading lifecycle.
• Work with various data domains, including data mapping, source-to-target mapping, and data analysis.
• Write and execute SQL queries for data validation, analysis, and investigation.
• Create and maintain Functional and Non-Functional Requirements/Specifications and technical documentation.
• Collaborate with development teams to clarify requirements and ensure solutions meet business needs.
• Work with integration and data solutions involving APIs, batch files, and Kafka.
• Use Jira and Confluence for requirements, documentation, project tracking, and collaboration.
• Lead or coordinate small projects, initiatives, or workstreams as required.
• Manage multiple priorities and projects while meeting deadlines in a fast-paced environment.
• Identify issues, coordinate with relevant stakeholders, and drive items through to resolution.
• Communicate effectively with both business and technical stakeholders.

Required Qualifications

• Strong experience as a Business Analyst, preferably within Banking, Financial Services, Wealth Management, or Investment Management.
• Strong understanding of Wealth Management concepts, data, and trading lifecycle.
• Hands-on experience with data domains and data mapping.
• Strong SQL skills with the ability to perform data analysis and validation.
• Experience creating Functional, Non-Functional, and Technical Specifications.
• Proven experience working closely with development/technical teams.
• Strong communication, analytical, and problem-solving skills.
• Experience with Jira and Confluence.
• Ability to manage multiple projects, priorities, and stakeholders simultaneously.
• Strong interpersonal and stakeholder-management skills, with the confidence to work effectively with both business and IT teams.

Preferred Qualifications

• Previous experience with RBC / RBC Wealth Management.
• Experience working with Python for data analysis.
• Experience with Kafka, APIs, and batch file solutions.
• Experience leading small projects, teams, or workstreams.
• Experience working in large banking or financial-services environments.

Ideal Candidate

• The ideal candidate is a senior-level Business Analyst who combines strong Wealth Management knowledge with technical/data analysis capabilities. They should be comfortable discussing requirements with business stakeholders, translating them into technical specifications, working with developers, analyzing data using SQL, and managing multiple initiatives simultaneously.
• Candidates with prior RBC or RBC Wealth Management experience will be strongly preferred.