Role Overview

We are looking for a

Business Analyst with strong Banking and Wealth Management experience to join our team. The ideal candidate will have a solid understanding of banking processes, wealth management products, and financial services operations, with the ability to work closely with business stakeholders and technology teams.

Key Responsibilities

- Gather, analyze, and document business requirements for banking and wealth management initiatives.

- Work closely with business stakeholders, product owners, technology teams, and SMEs.

- Translate business needs into clear

BRDs, FRDs, user stories, process flows, and acceptance criteria

.

- Analyze current-state processes and identify opportunities for improvement.

- Support solution design, functional analysis, testing, and implementation.

- Facilitate requirement-gathering sessions, workshops, and stakeholder meetings.

- Collaborate with development and QA teams throughout the SDLC.

- Support UAT planning, execution, and issue resolution.

- Identify business impacts, dependencies, risks, and gaps.

- Ensure solutions align with banking policies, regulatory requirements, and business objectives.

Required Skills & Experience





- 7+ years of Business Analyst experience within Banking or Financial Services.

- Strong

Wealth Management domain experience is required.

- Experience with wealth management products, investment services, portfolios, client onboarding, or related financial processes.

- Strong understanding of banking business processes and financial products.

- Excellent requirements gathering and documentation skills.

- Experience creating

BRDs, FRDs, user stories, process flows, and functional specifications

.

- Strong stakeholder management and communication skills.

- Experience working in Agile/Scrum environments.

- Strong analytical, problem-solving, and presentation skills.

- Experience working with cross-functional business and technology teams.

Preferred

- Experience with investment platforms, portfolio management, brokerage, or private banking.

- Knowledge of Canadian banking/financial services and regulatory workplace.

- Experience with tools such as

Jira, Confluence, Visio, and MS Office

.

- CBAP, PMI-PBA, or similar certification is a plus.

📌 Business Analyst - Wealth management (Canada)
🏢 Net2Source (N2S)
📍 Canada