Business Analyst - Wealth Management
Location: PCS CA, Toronto
Years of Experience: 8+ years
Job Summary The Business Analyst plays a critical role in bridging business needs with technology solutions within the Wealth Management domain. This position ensures that client requirements, regulatory standards, and operational goals are translated into actionable system enhancements and process improvements. The analyst collaborates closely with stakeholders, product owners, and technical teams to deliver solutions that optimize client experience, streamline operations, and support strategic business growth.
Responsibilities Collaborate with Architects to design API-led integrations between core systems and third-party data providers (e.g., credit scoring, GIS data, or fraud detection).
Drive data migration strategies, ensuring data integrity from legacy systems to cloud-based data warehouses.
Mentor mid-to-senior level BAs, providing guidance on complex insurance workflows and career progression.
Partner with business stakeholders to gather, document, and validate requirements.




Conduct gap analysis between current processes and desired outcomes.
Mandatory Skills JIRA & Confluence - Good experience
SQL - Good knowledge for data analysis
Communication - Solid communication skills
Wealth Management Domain Knowledge - Expert level
Requirement Gathering & Analysis - Expert level
Wealth Management Domain Knowledge - Expert level
Business Process Modeling - Advanced level
Preferred Skills Insurance Domain - Familiarity with the insurance domain
Communication & Presentation - Ability to articulate requirements clearly
Problem-Solving - Innovative solutions to business challenges
Negotiation - Balancing stakeholder priorities
Documentation - Maintaining clarity of requirements
Time Management - Handling multiple projects effectively
Collaboration - Working with cross-functional teams
Qualifications Bachelor's degree in Business Administration, Information Technology, or a related field. Relevant certifications in Business Analysis or Project Management are a plus.

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