Talent.com
Astra North Infoteck Inc.
Senior Business Analyst - Wealth ManagementAstra North Infoteck Inc. • Toronto, ON, ca
Senior Business Analyst - Wealth Management

Senior Business Analyst - Wealth Management

Astra North Infoteck Inc. • Toronto, ON, ca
24 days ago
Job type
  • Full-time
Job description
Job Description
Senior Business Analyst - Wealth Management

Role Summary

  • Lead business and systems analysis initiatives across Wealth Management and Investment Management.
  • Support business functions involving clients, portfolios, accounts, transactions, and data warehouse solutions.
  • Collaborate with business stakeholders, architects, product owners, and development teams to define requirements, data mappings, and strategic solutions for legacy-to-modern platform transformations.
  • Support modernization and digital transformation initiatives.

Required Skills

Wealth Management Domain

  • Wealth Management.
  • Investment Products.
  • Portfolio Management.
  • Client and Account Data.
  • Trading Lifecycle.
  • Equities.
  • Fixed Income.
  • Mutual Funds.
  • ETFs.
  • Alternative Investments.

Business Analysis

  • Business Systems Analysis.
  • Requirements Gathering.
  • Functional Specifications.
  • Non-Functional Requirements.
  • User Stories.
  • Acceptance Criteria.
  • Gap Analysis.
  • Business Process Modeling.
  • Stakeholder Management.

Agile Tools

  • Jira.
  • Confluence.
  • Agile.
  • Scrum.
  • SAFe.

Preferred Qualifications

  • Prior experience in Wealth Management.
  • CBAP, PMI-PBA, CSPO, or SAFe certifications.
  • Experience with regulatory reporting.
  • Exposure to SEC, FINRA, and MiFID II.
  • Knowledge of GDPR and CCPA.
  • Experience supporting digital transformation initiatives.



Requirements
Sailpoint
Create a job alert for this search

Senior Business Analyst - Wealth Management • Toronto, ON, ca

Similar jobs

Wealth Management Business Systems Analyst (Hybrid)

Iris Software Inc.Toronto, Ontario, Canada
Full-time

A software consulting firm is seeking a Business System Analyst for a contract position based in Toronto, Ontario.The ideal candidate will have over 7 years of experience in business systems analys... Show more

 • Promoted

Remote Senior Business Development Analyst

People CorporationToronto, ON, CA
Remote
Full-time

Elevate client impact as a Senior Business Development Analyst at People Corporation, based remotely in Toronto.Combine your finance expertise with strategic planning to shape group benefit solutio... Show more

 • Promoted

Senior Analyst, Wealth Reporting Analytics & Automation

Bank of MontrealToronto, ON, CA
Part-time

Application Deadline:07/30/2026Address:100 King Street WestJob Family Group:Data Analytics & ReportingJoin BMO Wealth Data & Analytics and help turn data into meaningful insights that drive better ... Show more

 • Promoted

Senior Business Analyst - OPS Transformation

Rubicon PathToronto, ON, CA
Full-time

A technology consulting firm located in Ontario is seeking a highly skilled Senior Business Analyst to bridge the gap between business needs and technology solutions.This role involves business pro... Show more

 • Promoted

Senior Business Analyst for AGF Management

AGF ManagementToronto, Ontario, Canada
Full-time

AGF Management Limited is seeking a Senior Business Analyst to enhance its Solutions and Information Delivery team.This role focuses on delivering business and technology solutions through expert a... Show more

 • Promoted

Wealth Management Business Systems Analyst

Kumaran SystemsToronto, Ontario, Canada
Full-time

Drive trading platform efficiency as a Business Systems Analyst with expertise in Wealth Management and Capital Markets.Support end-to-end trade lifecycle processes for equities, options, and fixed... Show more

 • Promoted

Transformation Senior Manager - Wealth Management

EYtoronto, on, Canada
Full-time

Drive innovation as a Senior Manager in Transformation at EY's Wealth Management division.This role invites dynamic leaders to enhance client experiences through technology and operational improvem... Show more

 • Promoted

Senior Business Management Associate, Wealth Solutions (WS)

Raymond James FinancialToronto, ON, CA
Full-time

Senior Business Management Associate, Wealth Solutions (WS) - 2600297.The Senior Business Management Associate is an integral member of the WS team dedicated to supporting the delivery of service e... Show more

 • Promoted

Senior Financial Analyst

Vaco by HighspringRichmond Hill, Ontario, Canada
CA$95,000.00 yearly
Permanent +1

Our client is a Manufacturing Company.They are looking for a Senior Financial Analyst to join their team!.Hybrid work model with flexibility- 1-2 days in office a week.Hands on role with meaningful... Show more

 • Promoted

ERP Business Analyst- Finance

Amphenol CorporationMarkham, ON, Canada
Full-time

Position: Business Analyst- Finance (ERP)<br/><br/>Location: Markham, ON<br/><br/>Hybrid<br/><br/>Amphenol Communications Solutions (ACS), a division of Amphenol... Show more

 • Promoted

Senior Business Analyst - Wealth & Asset Mgmt (Hybrid, Toronto)

Intelliswift - An LTTS CompanyToronto, ON, CA
Full-time

A leading technology firm is seeking a Business Analyst specializing in Wealth Management.This role requires over 10 years of experience in the Banking sector, with responsibilities including requi... Show more

 • Promoted

Business Analyst - Wealth Management/Asset Management - C$79.3 An Hour

IntelliswiftNorth York, Canada
Full-time

Business Analyst needed to elicit requirements, document data mapping, and support ETL development in wealth management, with 10+ years of experience. Show more

 • Promoted

Business Analyst (Wealth Management - Operations)

IFG International Financial Group LtdToronto, Ontario, Canada
Permanent

Business Analyst (Wealth Management - Operations).Our client, a top banking institution in Canada, is seeking to hire a.Business Analyst (Wealth Management - Operations).The role is hybrid, requiri... Show more

 • Promoted

Business Analyst (Wealth Management - Operations) - $51 An Hour

IFG International Financial Group LtdNorth York, Canada
Full-time

Business Analyst needed for a hybrid role in Toronto, focusing on wealth management operations.Responsibilities include gathering requirements, documenting processes, and enhancing commission calcu... Show more

 • Promoted

Senior Analyst - Wealth Management Systems

TEEMA Solutions GroupToronto, Ontario, Canada
Full-time

Step into a pivotal role as a Senior Business Systems Analyst within a leading Wealth Management platform.This position focuses on feature ownership in an Agile setting, with a strong technical emp... Show more

 • Promoted

Senior Analyst, Wealth Reporting Analytics & Automation

BMOToronto, ON, CA
Full-time

Join BMO Wealth Data & Analytics and help turn data into meaningful insights that drive better business decisions and support key Wealth initiatives.As part of a high-performing team, you’ll design... Show more

 • Promoted

Senior Business Management Associate, Wealth Solutions (WS)

Raymond James Ltd.Toronto, Ontario, Canada
Full-time +1

Senior Business Management Associate, Wealth Solutions (WS).At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Canada’s leading independent investment deal... Show more

 • Promoted

Senior Wealth Management Consultant, Capital Markets - C$113,950 - C$158,610 A Year

Infosys LimitedEast York, Canada
Full-time

Consulting role for a Senior Wealth Management specialist in Capital Markets, focusing on business engagements, innovation, and user experience. Show more

 • Promoted

Senior Business Systems Analyst – Wealth Tech, Impact-Driven - C$69,500 - C$119,500 A Year

Financial Services FirmToronto County, Canada
Full-time

Seeking a Senior Business Systems Analyst for a financial services firm in Toronto, focusing on implementing solutions and optimizing processes within wealth management.Requires strong requirements... Show more

 • Promoted

CPA Senior Financial Analyst - Growth Opportunity

BJRC RecruitingMarkham, ON, Canada
Full-time

Take your financial expertise to the next level as a Senior Financial Analyst with a CPA designation in a rapidly growing Canadian firm.Be part of impactful financial reporting and project manageme... Show more