Senior Wealth Management Business Analyst (Toronto)

Senior Wealth Management Business Analyst (Toronto)

26 Oct
|
Myticas Consulting
|
Toronto

26 Oct

Myticas Consulting

Toronto

Toronto-based Senior Business Analysts will support wealth management migration using requirements definition, financial reporting, and accounting controls. The hybrid schedule requires onsite attendance three days weekly.

This senior role supports migration from a legacy wealth management platform to a recent vendor solution. Analysts define business and financial requirements while supporting accurate, compliant outcomes. The work involves business, finance, and delivery stakeholders throughout the transformation.

Key Responsibilities:

- Support migration from the legacy wealth management platform
- Define and document business and financial requirements
- Support accurate, compliant accounting and financial reporting outcomes
- Work with business, finance, and delivery stakeholders




- Assist validation and testing for brokerage books and records

Requirements:

- Experience with CIRO requirements and CIRO audits
- Experience preparing or supporting monthly financial reports
- Strong experience with trial balances
- Knowledge of general ledger processes and accounting controls
- Experience with accounting operations and financial reporting

Apply senior business analysis expertise across wealth management migration, financial reporting, accounting controls, and compliant brokerage outcomes in Toronto.

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📌 Senior Wealth Management Business Analyst (Toronto)
🏢 Myticas Consulting
📍 Toronto

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