Elevate your career as a Senior Business Analyst in Wealth Management with a leading financial institution in Downtown Toronto. This hybrid role focuses on managing requirements and ensuring alignment between business objectives and technology solutions.

In this position, you will leverage your 8+ years of Business Analysis experience to oversee Direct Indexing initiatives within a top Canadian bank. Engage with stakeholders to refine backlogs, manage risks, and facilitate implementation processes. You will also analyze current processes while designing future solutions that enhance both client and advisor experiences.

Key Responsibilities:
• Lead business analysis for Direct Indexing initiatives
• Manage requirements and ensure delivery alignment
• Analyze and document current and future-state processes




• Collaborate with diverse stakeholders to drive delivery outcomes
• Support testing and implementation activities

Requirements:
• 8+ years in Business Analysis, preferably in Wealth Management
• 5+ years in Agile delivery and requirements management
• Experience with portfolio management platforms like Charles River
• Robust communication and stakeholder management skills
• Bachelor’s degree in Business, Finance, or related field

Utilize your analytical and facilitation skills to enhance operational effectiveness in this pivotal role.
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📌 Senior Business Analyst - Wealth Management (Ontario)
🏢 Finance Professionals
📍 Ontario