Business Analyst

Wellington Altus Financial, Inc.; Ontario (CA); On-site; USD 83,000 - 98,000; Full time

Benefits offered by this job

Health insurance

Discretionary bonuses

Job summary

Wellington-Altus Financial Inc. seeks a Business Analyst to bridge business stakeholders and technology teams across advisory, client, operations, and compliance functions.

You will translate complex objectives into actionable requirements and drive enterprise initiatives aligned with regulatory needs and client experience goals. The role emphasizes process optimization, data initiatives, and digital transformation within a wealth management context.

Qualifications

• Bachelor’s degree or equivalent in business/IS/CS/finance.
• Certifications CBAP, PMI-PBA, AAC, SAFe are preferred.
• 5+ years of Business Analysis experience in financial services.

Responsibilities

• Lead requirements elicitation for large cross-functional initiatives.
• Translate objectives into solution requirements and plans.
• Collaborate with architects, data engineers, and QA to ensure traceability.
• Identify opportunities for process improvement and automation.
• Support Agile ceremonies and backlog refinement.
• Ensure readiness for implementation and change adoption.

Skills

Strategic thinking

Stakeholder management

Facilitation workshops

Requirements management

SQL & data analysis

Data integration concepts

Agile methodologies

Education

Bachelor’s degree in business/IS/CS/finance

CBAP

PMI-PBA

AAC (IIBA-AAC)

SAFe Agilist/SAFe Practitioner

Tools

Jira

Azure DevOps

Confluence

BPMN tools

Visio

Lucidchart

Miro

Job description

Business Analyst

Location: This posting is for an existing vacancy in any Wellington-Altus corporate office.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada's Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc., the top-rated investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

• Report on Business 2025 rankings.
  **Investment Executive 2026 Brokerage Report Card.

The opportunity:

The Business Analyst serves as a strategic partner between business stakeholders and technology teams, responsible for translating complex business objectives into actionable requirements and solution designs. This role leads business analysis activities for enterprise initiatives, drives process optimization, and ensures solutions align with Wellington-Altus' strategic objectives, regulatory requirements, and advisor experience goals.

The Business Analyst plays a key role in modernizing business capabilities across advisors, client, operations, compliance, and corporate functions while supporting the firm's digital transformation, data initiatives, and operational excellence objectives.

Key responsibilities include:

Strategic Business Analysis

• Leading requirements elicitation and discovery workshops for large, complex, and cross-functional initiatives.
• Partnering with business leaders to define business capabilities, business cases, and strategic roadmaps.
• Translating corporate objectives into solution requirements and implementation plans.
• Challenging assumptions and identifying opportunities for business process improvement and automation.

Solution Analysis & Design

• Developing business requirements, functional requirements, use cases, user stories, process maps, business rules, and workflow diagrams.
• Collaborating with Solution Analysts, Architects, Developers, Data Engineers, and QA teams to ensure requirements are complete and actionable.
• Supporting solution design activities through current-state and future-state analysis.
• Ensuring traceability from requirements through testing and production implementation.

Process Improvement & Operational Excellence

• Analyzing end-to-end business processes and identifying efficiency opportunities.
• Leading process reengineering efforts across advisor, client, operations, finance, and compliance functions.
• Recommending automation opportunities leveraging workflow, integration, and AI-enabled capabilities.
• Establishing process KPIs and success measures.

Stakeholder Leadership

• Acting as the primary liaison between business stakeholders and technology delivery teams.
• Facilitating executive and working-level discussions to drive decisions and alignment.
• Managing competing priorities and mediating conflicting stakeholder requirements.
• Influencing without direct authority to achieve business outcomes.

Data & Technology Analysis

• Conducting business-oriented data analysis to support decision making.
• Working with data teams to define reporting, analytics, integration, and data quality requirements.
• Understanding data models, APIs, interfaces, and system integrations sufficiently to support solution delivery.
• Validating that data and reporting solutions meet business objectives.

Delivery Support

• Participating in Agile ceremonies including backlog refinement, sprint planning, reviews, and retrospectives.
• Supporting SIT and UAT planning, execution, and defect resolution.
• Assisting Product Owners with prioritization and roadmap planning.
• Ensuring business readiness for implementation and change adoption.

The ideal candidate will possess:

• A Bachelor's degree in business administration, Information Systems, Computer Science, Finance, or related discipline.
• CBAP (Certified Business Analysis Professional).
• PMI-PBA (Professional in Business Analysis).
• AAC (Agile Analysis Certification / IIBA-AAC).
• SAFe Agilist (SA) or SAFe Practitioner (SP).
• 5+ years of Business Analysis experience.
• Experience in wealth management, banking, capital markets, or financial services.
• Demonstrated success delivering complex enterprise applications, integrations, data platforms, or digital transformation initiatives.
• Experience working within Agile product delivery environments.
• Strategic Thinking.
• Business Process Optimization.
• Analytical & Critical Thinking.
• Stakeholder Management.
• Facilitation & Workshop Leadership.
• Solution Design Thinking.
• Change Leadership.
• Financial Services Knowledge.
• Advisor Focus.
• Communication & Negotiation.
• Initiative & Accountability.
• Decision Making.
• Requirements Management (Jira, Azure DevOps, Confluence).
• Process Modeling (BPMN, Visio, Lucidchart, Miro).
• Agile, Scrum, Kanban, Waterfall Methodologies.
• SQL and Data Analysis.
• API and Integration Concepts.
• Cloud-Based Applications and Platforms.
• Reporting & Analytics Requirements.
• Microsoft 365 Suite.

Compensation & Benefits:

Range $83,000 - $98,000 annually.

This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part-time roles will be pro-rated based on number of hours regularly worked.

• Wellington-Altus' total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.