Our client, a leading financial institution in Downtown Toronto, is looking for a Business Analyst - Wealth Management, Regulatory/ Riskto lead workshops and team-oriented sessions with stakeholders across Business, Operations, Technology, Compliance, Legal, and Risk to define problems, evaluate options, and recommend solutions that maximize business value. 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. Act as the primary point of contact for day-to-day business requirement clarification within the squad. 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.

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. 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.

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. Continuously evaluate existing processes, workflows, and solutions and recommend improvements that increase efficiency, scalability, regulatory compliance, and client value. 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. 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 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 Exceptional stakeholder management skills with experience influencing business leaders, operations partners, technology teams, and external vendors. 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.

Bachelor's degree in Business, Finance, Economics, Information Technology, or a related field. The hourly compensation range for this role is $60/hr -$70/hr. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age. #

📌 Business Analyst - Wealth Management, Regulatory/ Risk (Toronto)
🏢 Finance Professionals
📍 Toronto