Senior Wealth Management Business Analyst (Toronto)

Senior Wealth Management Business Analyst (Toronto)

02 Nov
|
Myticas Consulting
|
Toronto

02 Nov

Myticas Consulting

Toronto

Support a major wealth management platform migration in Toronto using business analysis, financial reporting, and accounting controls expertise. This hybrid assignment requires onsite attendance three days weekly.

As a Senior Business Analyst, you will help transition a Canadian legacy platform to a current vendor solution. The work centers on defining requirements, supporting compliant financial outcomes, and coordinating with business, finance, and delivery stakeholders. Your experience will contribute to accurate transformation delivery.

Key Responsibilities:

- Support migration from the legacy wealth management platform
- Define and document business and financial requirements
- Support compliant accounting and financial reporting outcomes
- Coordinate with business,



finance, and delivery stakeholders
- Assist brokerage books and records validation and testing

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
- Direct brokerage accounting and finance transformation experience

Apply your brokerage accounting, trial balance, and financial reporting expertise to this Toronto wealth management transformation.

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

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