Category: Open, Permanent, Full Time, Monday-Friday, Regular Hours
Location: Hybrid
Salary: $50,000 to $75,000
Overview PortfolioAid is looking for a skilled Business Systems Analyst I with the ability to analyze system interactions and to be able to clearly articulate and document end-to-end system flows. Servicing Canada’s leading wealth management firms, PortfolioAid is looking for industry professionals that want to help PortfolioAid achieve its goal of protecting the financial freedom of every Canadian investor.
Principal duties of the job Ability to understand business questions and issues, think strategically, synthesize information quickly
Work with internal and external stakeholders to document detailed business requirements based on workflows required throughout the project lifecycles
Be a professional face of the company in all client interactions, providing recommendations that fit within the framework of PortfolioAid’s solutions
Work with PortfolioAid’s development, business analyst, and QA teams to ensure product design addresses business requirements based on system capabilities
Essential Qualifications Post-secondary undergraduate or college degree, preferably with a business, mathematics, engineering, or computer science focus
Work experience in business/product roles, or Wealth Management/Compliance




Proven presentation skills for internal and external audiences
Excellent verbal and written communication skills
Ability to understand business questions and issues, think strategically, synthesize information quickly
Strong analytical and communication skills, with the ability to communicate clearly and concisely
Ability to analyse system interactions and clearly articulate and document end-to-end system workflows
Experience with data extraction, manipulation, and visualization tools preferred
Comfortable in operating in a dynamic, fast-paced environment
Ability to independently manage deadlines while multitasking between different projects
Valuable knowledge of excel
Preferred Qualifications Experience with regulatory compliance in wealth management sector
Knowledge with PortfolioAid’s suite of products
Working knowledge of brokerage platforms (e.g., Dataphile, BPS, ISM, Univeris, RPM)
Fluent in French
Use of Artificial Intelligence in Recruitment PortfolioAid uses artificial intelligence (AI) tools to support parts of the recruitment and screening process. These tools may assist in reviewing application materials or identifying candidate qualifications. All hiring decisions involve human review.

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📌 Business System Analyst I (Ontario)
🏢 Portfolio Aid
📍 Ontario