Wealth Management Consultant

Wipro Technologies; Toronto; On-site; CAD 96,000 - 117,000; Full time

Job summary

Wipro Limited is seeking an experienced Wealth Management Domain Consultant to bridge business and technology teams and deliver strategic wealth management solutions. The ideal candidate will have deep expertise in wealth management operations, investment products, portfolio management, client onboarding, advisory services, and regulatory compliance.

You will collaborate with stakeholders across product, operations, and technology to design and implement solutions, support digital channels, and

Qualifications

• Gather, analyze, and document business requirements, user stories, process flows, and functional specifications.

Responsibilities

• Act as a Wealth Management SME for business and technology initiatives.
• Gather, analyze, and document business requirements, user stories, process flows, and functional specifications.
• Collaborate with product, operations, and technology teams to design and implement wealth management solutions.
• Provide domain guidance on portfolio management, investment advisory, managed accounts, financial planning, client onboarding & KYC, retirement & estate planning, mutual funds/equities/fixed income/ETFs/alternative investments.

Skills

Wealth Management SME

Requirements gathering

Process analysis

Agile ceremonies

Job description

Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at www.wipro.com.

Job Description

We are seeking an experienced Wealth Management Domain Consultant to bridge business and technology teams in delivering strategic wealth management solutions. The ideal candidate will possess deep expertise in wealth management operations, investment products, portfolio management, client onboarding, advisory services, and regulatory compliance. The consultant will work closely with business stakeholders, product owners, technology teams, and project management offices to drive transformation initiatives and enhance client experience.

Experience with TD Wealth is highly desirable.

Key Responsibilities

• Act as a Wealth Management Subject Matter Expert (SME) for business and technology initiatives.
• Gather, analyze, and document business requirements, user stories, process flows, and functional specifications.
• Collaborate with product, operations, and technology teams to design and implement wealth management solutions.
• Provide domain guidance on:
  • Portfolio Management
  • Investment Advisory
  • Managed Accounts
  • Financial Planning
  • Client Onboarding & KYC
  • Retirement & Estate Planning
  • Mutual Funds, Equities, Fixed Income, ETFs, and Alternative Investments
• Support digital transformation initiatives across advisor and client channels.
• Participate in Agile ceremonies including sprint planning, backlog refinement, UAT support, and stakeholder reviews.
• Conduct impact assessments and gap analyses for business process changes.
• Define business rules, workflows, and data requirements.
• Assist QA and UAT teams in validating business requirements and test scenarios.

Mandatory Skills: Wealth Management .

Experience: 8-12 Years .

The expected compensation for this role ranges from CAD 70/hr to CAD 85/hr .

Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention.

Wipro is committed to creating an accessible, supportive, and inclusive workplace. Reasonable accommodation will be provided to all applicants including persons with disabilities, throughout the recruitment and selection process. Accommodations must be communicated in advance of the application, where possible, and will be reviewed on an individual basis. Wipro provides equal opportunities to all and values diversity.