Senior Business Analyst in Wealth Management (Ontario)

Senior Business Analyst in Wealth Management (Ontario)

01 Oct
|
Myticas Consulting
|
Ontario

01 Oct

Myticas Consulting

Ontario

Join a Toronto-based client as a Senior Business Analyst focusing on the migration of a wealth management platform. This hybrid role requires three onsite days per week in Toronto.

Our confidential client seeks two analysts to support significant transformations in wealth management. You will define key business and financial requirements while ensuring compliance with accounting standards. Collaboration with finance and delivery stakeholders is crucial, making your expertise highly impactful during this transition.

Key Responsibilities:
• Support migration to a current vendor solution
• Define and document business and financial requirements
• Ensure accurate accounting and financial reporting
• Collaborate with finance, business, and delivery teams
• Assist with validation and testing of brokerage records

Requirements:
• Experience with CIRO requirements and audits
• Support for monthly financial reporting
• Strong knowledge of trial balances
• Familiarity with general ledger processes
• Direct experience in brokerage accounting

Leverage your expertise in wealth management to drive transformative results for clients in Toronto.
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📌 Senior Business Analyst in Wealth Management (Ontario)
🏢 Myticas Consulting
📍 Ontario

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