we’re reimagining wealth management from the ground up. Our founding team has built and shipped digital products at Canada’s leading financial institutions—and now we’re doing it faster, bolder, and entirely on our own terms. This is a high-impact, hands‑on role at the intersection of business and technology.

As our Business Analyst, you’ll be the connective tissue between our business stakeholders and our engineering and design teams—translating complex requirements into clear, actionable work and making sure the right things get built, in the right order, at the right quality. You’ll own the backlog, live in the sprint, and be the person everyone counts on to keep delivery moving. Own the product backlog end‑to‑end —writing, grooming, and prioritizing user stories, epics, and acceptance criteria that engineering can act on immediately Bridge business and technology —gather, document, and validate requirements from advisors, internal stakeholders, and end clients, then translate them into specs that leave no room for interpretation Wear multiple hats —because startup life means you might be running a grooming session in the morning, doing competitive research in the afternoon, and jumping into a client feedback call before end of day Wealth management fluency —you understand the advisor‑client relationship, portfolio operations,



and the regulatory landscape; you can speak the language without a glossary BA toolkit mastery —you’re comfortable writing airtight user stories, process flows, BRDs, and data mappings; you can then trace those stories through to technical solutions, including contributing to or reviewing API specs, data contracts, and integration touchpoints Comfortable working with technical stakeholders —you collaborate effectively with architects and technical project managers, clearly communicating requirements, dependencies, and constraints while proactively escalating gaps and risks to ensure an optimal user experience Robust data understanding —you can map data fields between UI requirements and underlying data sources, perform gap analyses to identify missing or misaligned fields, and recommend enhancements across systems Agile in practice, not just theory —you’ve lived inside scrum or kanban teams and know how to keep a backlog healthy and a sprint moving Analytical sharpness —you can dig into data, identify patterns, and build a business case or impact analysis when needed Startup adaptability —you’re comfortable when priorities shift, tools change, and the answer is “we haven’t figured that out yet” Exposure to API documentation or working alongside technical architects Experience working with financial data providers such as Doxim, Broadridge, Conquest, or similar platforms used by Canadian financial institutions #

📌 Required Business Analyst (Kingston)
🏢 Bilinguallink
📍 Kingston