Talent.com
Acestack
Business Systems Analyst – Wealth ManagementAcestack • Toronto, ON, Canada
Business Systems Analyst – Wealth Management

Business Systems Analyst – Wealth Management

Acestack • Toronto, ON, Canada
7 days ago
Job type
  • Full-time
  • Quick Apply
Job description

Job Title: Business Systems Analyst Wealth Management

Location: Toronto, ON
Work Arrangement: Hybrid 4 Days/Week
Employment Type: Full-Time

Job Description

We are seeking an experienced Business Systems Analyst Wealth Management with strong expertise in banking and financial services. The ideal candidate will have experience in requirements gathering, Agile delivery, stakeholder management, process analysis, UAT, and wealth management or brokerage platforms.

Key Responsibilities

  • Gather, analyze, document, and validate business and system requirements
  • Work closely with business stakeholders, product owners, developers, QA, and technology teams
  • Create BRDs, FRDs, user stories, acceptance criteria, workflow diagrams, and data mapping documents
  • Participate in Agile ceremonies including sprint planning, daily stand-ups, backlog refinement, sprint reviews, and retrospectives
  • Translate business requirements into clear functional and technical specifications
  • Perform business process analysis, process mapping, and gap analysis
  • Support UAT planning, execution, defect triage, and production issue analysis
  • Manage requirements traceability and ensure solutions meet business objectives
  • Collaborate with stakeholders to identify risks, dependencies, and process improvements
  • Use JIRA and Confluence for requirements, backlog, documentation, and project tracking
  • Analyze data using SQL and support data validation and reporting activities
  • Support implementation, release, and post-production activities

Required Qualifications

  • Strong experience as a Business Analyst / Business Systems Analyst in Banking or Financial Services
  • Experience with Wealth Management, Brokerage, or Investment Banking
  • Strong understanding of Agile/Scrum delivery methodologies
  • Hands-on experience with user stories, backlog refinement, sprint planning, and UAT
  • Strong requirements gathering and stakeholder management experience
  • Experience creating BRDs, FRDs, acceptance criteria, process flows, and data mappings
  • Experience with investment account opening, client onboarding, KYC, suitability assessment, or trading platforms is preferred
  • Strong analytical, problem-solving, and documentation skills
  • Experience supporting UAT, defect management, and production issue analysis
  • JIRA and Confluence experience is mandatory
  • Knowledge of SQL, data analysis, and reporting tools is an advantage
  • Excellent written and verbal communication skills

Technical & Functional Skills

  • Business Analysis
  • Wealth Management
  • Brokerage
  • Investment Banking
  • Agile / Scrum
  • Requirements Gathering
  • User Stories
  • Acceptance Criteria
  • BRD / FRD
  • Process Mapping
  • Workflow Analysis
  • Data Mapping
  • UAT
  • Defect Triage
  • JIRA
  • Confluence
  • SQL
  • Data Analysis
  • Stakeholder Management

Domain Knowledge

  • Wealth Management
  • Investment Accounts
  • Client Onboarding
  • KYC
  • Suitability Assessment
  • Brokerage Platforms
  • Trading Platforms
  • Financial Services
  • Banking Operations

Key Competencies

  • Business & Systems Analysis
  • Requirements Management
  • Agile Delivery
  • Stakeholder Management
  • Process Improvement
  • UAT & Defect Management
  • Wealth Management Domain
  • Data Analysis
  • Business-to-Technology Translation
Create a job alert for this search

Business Systems Analyst – Wealth Management • Toronto, ON, Canada

Similar jobs

Business Systems Analyst AML Technologies

Apptoza Inc.Toronto, ON, CA
Full-time

Role: Business Systems Analyst AML Technologies.Location: Toronto, ON Hybrid 4days.Department: Technology & Compliance / Financial Crimes.We are seeking a Business Systems Analyst (BSA) with expert... Show more

 • Promoted

Strategic Systems & Business Applications Analyst

College of Massage Therapists of OntarioToronto, ON, CA
Full-time

A regulatory body in Toronto is seeking a Business Applications & Systems Analyst to enhance system performance and support core functions.The ideal candidate will have 7–9 years of experience in b... Show more

 • Promoted

Strategic Business Systems Analyst in Banking with API Expertise

Soroc TechnologyToronto, ON, CA
Full-time

Elevate your career as a Strategic Business Systems Analyst specializing in Payments, Fraud, and AML.Drive critical requirements management for complex technology initiatives while collaborating wi... Show more

 • Promoted

Business Systems Analyst

Questrade Financial GroupToronto, ON, CA
Permanent

Questrade Financial Group (QFG) provides securities, investment portfolios, mortgages, real estate services, and more, using cutting-edge technology.Health & wellbeing resources and programs.Paid v... Show more

 • Promoted

Senior Business Systems Analyst

CI FinancialToronto, ON, CA
Full-time

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro... Show more

 • Promoted

Senior Business Systems Analyst

Motion Recruitment Partners LLCToronto, ON, CA
Temporary

One of the top banks is looking to add twoSenior Business Systems Analysts on a 6 month contract with the potential to extend longer term.In this role you’ll be working on two main projects.The pro... Show more

 • Promoted

Business Systems Analyst – Treasury & Risk

YochanaToronto, ON, CA
Full-time

Position Name – Business Systems Analyst – Treasury & Risk.Mode of Work – Hybrid (3 days a week at office).We are looking for a skilled and driven.The ideal candidate should possess strong data ana... Show more

 • Promoted

Business Systems Analyst

710 Health SolutionsToronto, ON, CA
Full-time

As a Business Systems Analyst, you manage functional and non‑functional requirements, facilitate stakeholder sessions, and collaborate across technology teams to deliver solutions.You’ll oversee th... Show more

 • Promoted

BSA (Liquidity Reporting /Capital markets product knowledge)

GalentToronto, ON, CA
Full-time

BSA (Liquidity Reporting /Capital markets product knowledge).BSA (Liquidity Reporting /Capital markets product knowledge).Toronto, ON (Hybrid, 4 days onsite).In-person Interview - End Client round.... Show more

 • Promoted

AI Business Systems Analyst

Caspian OneToronto, ON, CA
Full-time

Are you passionate about shaping the future of AI products and bridging the gap between business needs and advanced technology? We’re looking for an.Generative AI solutions for the business.In this... Show more

 • Promoted

Wealth Management Business Systems Analyst (Hybrid)

Iris Software Inc.Toronto, ON, CA
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

Business Systems Analyst

Village Inc.Toronto, ON, CA
Full-time +1

Job title: Business Systems Analyst.Reporting to: Director of Product Development.Location: Toronto – Hybrid work environment (3 days in office and 2 days remote.Position type: Full-Time, Permanent... Show more

 • Promoted

Business Systems Analyst

Raising The VillageToronto, ON, CA
Full-time +1

Director of Product Development.Toronto – Hybrid work environment (3 days in office and 2 days remote.Raising The Village (RTV) is an international development organization working to end ultra‑pov... Show more

 • Promoted

Expert Business Systems Analyst for Compliance

Synechrontoronto, on, Canada
Full-time

Take charge as a Business Systems Analyst with expertise in Fenergo, enhancing compliance and system processes.Utilize your analytical skills to drive effective Client Lifecycle Management initiati... Show more

 • Promoted

Business Systems Analyst (BSA)

Aarorn Technologies IncToronto, ON, CA
Full-time

Job Title: Business Systems Analyst (BSA) – Data Engineering.Location: Toronto, ON (3x onsite a week).We are seeking an experienced Business Systems Analyst (BSA) with strong exposure to data engin... Show more

 • Promoted

GenAI Business Systems Analyst - Shape AI Products (Hybrid)

Caspian OneToronto, ON, CA
Full-time

A technology firm in Toronto is seeking an experienced AI Business Systems Analyst to bridge business needs with innovative AI solutions.In this hybrid role, you will partner with various stakehold... Show more

 • Promoted

Business Analyst - Wealth Management/Asset Management

Intelliswift - An LTTS CompanyToronto, ON, CA
Temporary

Business Analyst - Wealth Management/Asset Management.This range is provided by Intelliswift - An LTTS Company.Your actual pay will be based on your skills and experience — talk with your recruiter... Show more

 • Promoted

Business Systems Analyst

Lysander Funds LimitedToronto, ON, CA
Full-time

Lysander Funds is an independent Investment Fund Manager headquartered in Toronto with regional offices in Montréal and Vancouver.We offer investment products to investment and mutual fund advisors... Show more

 • Promoted

Business Systems Analyst - Capital Markets / Liquidity Management

AkkodisToronto, ON, CA
Full-time

Business Systems Analyst - Capital Markets / Liquidity Management.Akkodis is partnered with one of Canada's leading Banks to recruit a Business Systems Analyst to join their Capital Markets – Liqui... Show more

 • Promoted

Business Systems Analyst

Global Technical Talent, an Inc. 5000 CompanyToronto, ON, CA
Permanent

Alternate / Related Job Titles:.Senior Business Systems Analyst; Technical Business Analyst; Agile Business Systems Analyst; Digital Banking Systems Analyst; API & Cloud Business Analyst.Location &... Show more