Strategic Business Analyst - Financial Services

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

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.