Wealth BSA

Overview

Adastra is seeking an experienced Business Systems Analyst with strong expertise in Wealth Management and Capital Markets technology and this role you will partner with business stakeholders technology teams and cross-functional delivery groups to support the design implementation and optimization of advisor-led Wealth platforms investment workflows and data integration solutions.

The ideal candidate combines strong business analysis capabilities with a deep understanding of Wealth Management operations investment products and technology delivery. This individual will play a key role in translating complex business requirements into scalable compliant and effective technology solutions within a highly regulated environment.

Primary Location: Toronto ON

Work Model: Hybrid 2-Days Onsite

Employment Type: Contractor

Vacancy Status: New

RESPONSIBILITIES

• Gather analyze and document business functional and system requirements for Wealth Management and Capital Markets platforms
• Partner with business stakeholders to identify process improvements and technology solutions that drive operational efficiency
• Translate business requirements into functional specifications business rules controls and exception-handling processes
• Collaborate with Development QA and Business teams throughout the project delivery lifecycle
• Support solution design system integration testing implementation and post-production stabilization activities
• Perform data analysis and validation to support business decisions reporting and system enhancements
• Analyze system impacts across interconnected applications and platforms
• Collaborate with technology governance risk compliance and vendor teams to ensure solutions align with business and regulatory requirements
• Support integrations involving advisor platforms trading systems portfolio management solutions and investment data ecosystems
• Document current and future-state business processes workflows and requirements
• Facilitate workshops stakeholder meetings and requirements-gathering sessions
• Identify risks dependencies and gaps while recommending effective solutions

QUALIFICATIONS SKILLS & EXPERIENCE

• Bachelors degree in Business Finance Information Systems Computer Science or a related field (or equivalent experience)
• Proven experience as a Business Systems Analyst within Banking or Financial Services environments
• Strong experience supporting Wealth Management Private Wealth Investment Advisory or Capital Markets functions
• Demonstrated experience gathering analyzing and documenting complex business and system requirements
• Advanced SQL skills for data analysis validation reconciliation and troubleshooting
• Experience interpreting and troubleshooting XML request and response messages
• Knowledge of API integrations and system integration concepts
• Experience supporting integrations across trading portfolio management and downstream operational platforms
• Experience working across business development and QA teams within structured delivery environments
• Strong analytical problem-solving documentation and stakeholder management skills
• Experience working within Agile Waterfall or hybrid delivery methodologies
• Strong understanding of Wealth Management and Capital Markets business models
• Knowledge of investment products including mutual funds equities and fixed income securities
• Experience with trade lifecycle processes reconciliations settlements and post-trade operations
• Familiarity with advisor workflows client onboarding and suitability requirements

NICE TO HAVE

• Hands-on experience with Wealth platform implementations upgrades or modernization initiatives
• Familiarity with investment data platforms and market data integrations
• Exposure to regulatory and compliance requirements impacting Wealth Management and Capital Markets
• Experience supporting exception-based and judgment-driven investment workflows
• Knowledge of advisor servicing client onboarding and suitability processes

ABOUT ADASTRA

Adastra is a global leader in AI and data-driven transformation helping organizations lead with artificial intelligenceresponsibly strategically and at scale. With over 25 years of experience Adastra empowers enterprise clients to unlock business value through data innovation operational excellence and smart customer engagement.

Trusted by some of the worlds most prominent brands Adastra delivers end-to-end solutions grounded in thoughtful strategy robust governance and deep technical expertise. From defining vision to ensuring execution Adastra guides organizations through every stage of their AI data and cloud journeybuilding future-ready capabilities and delivering measurable lasting impact.

Adastra serves clients across key industries including financial services automotive manufacturing technology media and telecom (TMT) healthcare retail and professional services. The company employs more than 2000 professionals across North America Europe and Asia.

WHAT WE OFFER

• Opportunity for advancement and career progression
• Competitive compensation
• Successful referral program
• The opportunity to work with one of Canadas 50 Best Managed Companies
• Satisfaction of working for a reputable company
• A flexible dynamic and diverse workplace

EQUAL OPPORTUNITY EMPLOYER

In our commitment to promote fair and equitable treatment of all employees and applicants Adastra Corporation provides equal employment opportunities for all individuals regardless of age sex disability race ethnic origin citizenship creed sexual orientation marital status or any other ground as described in the Ontario Human Rights Code.In addition accommodation will be provided during the hiring process. Adastra Corporations implementation and support of employment initiatives encourage diversified labour force participation and equal access to opportunities based on merit and performance.

AI Usage - Our hiring process includes the use of AI-enabled tools to screen applications (e.g. keyword matching qualification ranking). A human recruiter reviews all AI-generated shortlists to make informed hiring decisions.

There has been an increased instance of fraudulent job offers coming from people posing as Adastra HR employees. Please note that Adastra will never request fees as part of our recruiting process and any emails sent to you that are not from @ or @ are fraudulent. All employment offers are sent via DocuSign and if you receive an employment offer from a suspicious email and not via DocuSign it is fraudulent.

Contact to inquire about jobs at Adastra to report a suspicious request for money or personal information from external websites or suspicious employment offers.

Experience: years
Vacancy: 1