Senior Business Analyst (7+ years of experience) to support digital client and account onboarding using Agile delivery practices- 41573

Our financial services client is seeking a Senior Business Analyst (7+ years of experience) to support digital client and account onboarding using Agile delivery practices- 41573

Location Address: Toronto/Hybrid – onsite 4/week

Contract Duration: 7 months ( Possibility of extension)

Schedule Hours: 9am-5pm Monday-Friday; standard 37.5 hrs/week (Possible OT)

Story Behind the Need

Business group: SWM Modernization

Project: Advisor led Onboarding The successful candidate will support the Client and Account onboarding.

Be part of a team that is transforming how clients join and engage with Wealth Management. You'll help design and deliver digital onboarding experiences that simplify account opening, funding, and client servicing while improving advisor and client satisfaction.

Typical Day in 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.

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.

Candidate Requirements/Must Have Skills:

1. 7+ years of Business Analysis experience (Demonstrated experience leading requirements and analysis activities on large-scale business and technology transformation initiatives.)
2. Strong understanding of Agile delivery practices including backlog refinement, story mapping, sprint planning, user story development, and acceptance criteria definition.
3. 5+ years of Experience performing current-state analysis, target-state design, gap analysis, and business process re-engineering.
4. Strong understanding of regulatory and risk considerations within Wealth Management, including CIRO, AML, Fraud Management, and KYC requirements
5. 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

Education: Bachelor's degree in Business, Finance, Economics, Information Technology, or a related field.

Best VS. Average Candidate:

The ideal candidate will have robust BA experience combined with Wealth Management experience and understanding.

Candidate Review & Selection

2 rounds

1 st round – HM + 1 – 45 mins – in-person (behavioural/situational questions)

2 nd round – HM + Director – 30 mins – MS Teams Video (take home assignment to be completed before 2 nd round IV)

For the in-person IV

Take elevator up to 15 th floor when you arrive at 4 King St. West, Toronto

Disclaimer:

AI may be used in evaluating candidates.

This posting is for an existing vacancy.

📌 Senior Business Analyst (7+ years of experience) to support digital client and account onboarding using Agile delivery practices- 41573 (Toronto)
🏢 S.i. Systems
📍 Toronto