Business Analyst - fintex

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At Fintex Inc., we're reimagining wealth management from the ground up. Our founding team has built and shipped digital products at Canada's leading financial institutions—and now we're doing it faster, bolder, and entirely on our own terms.

We're growing quickly and looking for someone who thrives in the details, drives delivery, and makes sure nothing falls through the cracks. This is a high-impact, hands-on role at the intersection of business and technology.

The Opportunity

This isn't a back-seat role. As our Business Analyst, you'll be the connective tissue between our business stakeholders and our engineering and design teams—translating complex requirements into clear, actionable work and making sure the right things get built, in the right order, at the right quality.

You'll own the backlog, live in the sprint, and be the person everyone counts on to keep delivery moving. If you love turning ambiguity into organized, executable plans—and you understand wealth management—this role was made for you.

What You'll Own

• Own the product backlog end-to-end—writing, grooming, and prioritizing user stories, epics, and acceptance criteria that engineering can act on immediately
• Bridge business and technology—gather, document, and validate requirements from advisors, internal stakeholders, and end clients, then translate them into specs that leave no room for interpretation
• Drive sprint execution—partner closely with engineering and design in daily standups, sprint planning, reviews, and retrospectives to keep delivery on track
• Map and improve processes—document current-state workflows, identify gaps and inefficiencies, and define future-state solutions that make the platform better for advisors and clients
• Validate and test—own UAT, define test cases, and be the last line of defence before features go live
• Track and report—monitor delivery progress, surface blockers early, and communicate status clearly to the Product Manager and broader team
• Wear multiple hats—because startup life means you might be running a grooming session in the morning, doing competitive research in the afternoon, and jumping into a client feedback call before end of day

What You Bring

• Wealth management fluency—you understand the advisor-client relationship, portfolio operations, and the regulatory landscape; you can speak the language without a glossary
• BA toolkit mastery—you're comfortable writing airtight user stories, process flows, BRDs, and data mappings; you know what \"done\" looks like
• Design-to-delivery fluency—you can take wireframes and high-fidelity designs and break them down into well-structured user story maps, identifying edge cases, component boundaries, and logical sequencing before a single line of code is written; you can then trace those stories through to technical solutions, including contributing to or reviewing API specs, data contracts, and integration touchpoints
• Comfortable working with technical stakeholders—you collaborate effectively with architects and technical project managers, clearly communicating requirements, dependencies, and constraints while proactively escalating gaps and risks to ensure an optimal user experience
• Strong data understanding—you can map data fields between UI requirements and underlying data sources, perform gap analyses to identify missing or misaligned fields, and recommend enhancements across systems
• Agile in practice, not just theory—you've lived inside scrum or kanban teams and know how to keep a backlog healthy and a sprint moving
• Analytical sharpness—you can dig into data, identify patterns, and build a business case or impact analysis when needed
• Exceptional communication—you can extract a requirement from a stakeholder who doesn't know what they want, and write it up in a way an engineer can build from without a follow-up meeting
• Detail obsession—you catch what others miss, and you take pride in documentation that actually gets used
• Startup adaptability—you're comfortable when priorities shift, tools change, and the answer is \"we haven't figured that out yet\"

Nice to Have

• Experience with tools like Jira, Confluence, Figma, or similar
• Exposure to API documentation or working alongside technical architects
• Background in financial services product delivery or compliance-adjacent work
• Experience working with financial data providers such as Doxim, Broadridge, Conquest, or similar platforms used by Canadian financial institutions