JOB DESCRIPTION Location: Hybrid | Downtown, Toronto
Duration: 7 Months
Our client, a leading financial institution in Downtown Toronto, is looking for a Business Analyst - Wealth Management, Regulatory/ Riskto lead workshops and collaborative sessions with stakeholders across Business, Operations, Technology, Compliance, Legal, and Risk to define problems, evaluate options, and recommend solutions that maximize business value. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.
Typical Day in the role: Partner with the Product Owner to Deliver Business Outcomes Work closely with the Product Owner to translate strategic priorities, business objectives, regulatory requirements, and client needs into delivery-ready product increments, ensuring alignment across business and technology teams.
Lead Business Analysis and Requirements Definition Lead the discovery, analysis, documentation, and refinement of business requirements, user stories, acceptance criteria, business rules, process flows, and non-functional requirements to support successful Agile delivery.
Drive Backlog Readiness Partner with the Product Owner, architects, designers, and technology teams to ensure epics, features, and user stories are sufficiently defined, understood, sized, and ready for development. Act as the primary point of contact for day-to-day business requirement clarification within the squad.
Analyze and Improve Client and Advisor Experiences Evaluate current-state processes, client journeys, data flows, and operational models to identify opportunities for simplification, automation, risk reduction, and improved client, advisor, and operational experiences.
Facilitate Complex Problem Solving Lead workshops and collaborative sessions with stakeholders across Business, Operations, Technology, Compliance, Legal, and Risk to define problems, evaluate options, and recommend solutions that maximize business value.




Support Product Decision Making Leverage data, operational insights, client feedback, and business analysis to support prioritization, trade-off decisions, and product recommendations while providing transparency on impacts, dependencies, risks, and opportunities.
Drive Delivery Excellence Support Agile events including backlog refinement, sprint planning, release planning, reviews, and retrospectives. Ensure requirements remain aligned with business objectives throughout the delivery lifecycle.
Ensure Quality and Business Readiness Partner with Quality Engineering and business stakeholders to validate solutions, support testing activities, ensure traceability from requirements through delivery, and confirm business readiness for release.
Challenge the Status Quo Continuously evaluate existing processes, workflows, and solutions and recommend improvements that increase efficiency, scalability, regulatory compliance, and client value.
Mentor and Develop Team Members Provide coaching and guidance to Business Analysts and junior team members while promoting best practices in requirements management, Agile delivery, stakeholder engagement, and problem solving.
Must Have Skills: 7+ years of Business Analysis experience (Demonstrated experience leading requirements and analysis activities on large-scale business and technology transformation initiatives.)
Strong understanding of Agile delivery practices including backlog refinement, story mapping, sprint planning, user story development, and acceptance criteria definition.




5+ years of Experience performing current-state analysis, target-state design, gap analysis, and business process re-engineering.
Strong understanding of regulatory and risk considerations within Wealth Management, including CIRO, AML, Fraud Management, and KYC requirements
Experience with Jira/Confluence, MS Visio, Excel, PPT, and Word
Nice-To-Have Skills: Experience within Wealth Management, Asset Management, Banking, or Financial Services environments.
Proficiency with SQL and data analysis tools
Proficiency with Postman and API testing tools
Soft Skills Required: Exceptional stakeholder management skills with experience influencing business leaders, operations partners, technology teams, and external vendors.
Solid facilitation skills with experience leading workshops, discovery sessions, process reviews, and solution design discussions.
Strong analytical and problem-solving capabilities, with the ability to leverage data to support recommendations and decision making.
Proven ability to bridge business strategy and technology delivery by translating complex business problems into actionable solutions.
Education: Bachelor's degree in Business, Finance, Economics, Information Technology, or a related field.
FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is $60/hr -$70/hr. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.

#J-18808-Ljbffr

📌 Business Analyst – Wealth Management, Regulatory/ Risk (Ontario)
🏢 Finance Professionals
📍 Ontario