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
Robust 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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