Intermediate Business Analyst – Insurance Operations & AI Automation

Location: Mississauga, ON (Hybrid – 4 days onsite)
Employment: 12-Month Contract | Potential Permanent Conversion
Experience: 5+ Years

About the Role

We are seeking an experienced intermediate Business Analyst / Process Analyst with direct Canadian MGA insurance distribution and wealth management operations experience to lead business process transformation and AI-enabled automation initiatives.

This is a business-focused role requiring deep understanding of advisor contracting, licensing, life insurance new business, and investment administration workflows.

Key Responsibilities

- Lead process discovery, gap analysis, and current-state/future-state process mapping.

- Document business requirements, SOPs, business rules, user stories, and acceptance criteria.

- Analyze advisor contracting, licensing, insurance new business, account onboarding, and investment trade processing workflows.

- Collaborate with external technology vendors on automation requirements, UAT, and implementation sign-off.

- Identify automation opportunities, exception handling, and human oversight requirements.

- Ensure workflows align with Canadian insurance and investment regulatory requirements.

Mandatory Qualifications





- 5+ years of Business Analysis or Process Analysis experience.

- Direct Canadian MGA or insurance distribution experience, including advisor contracting, licensing, sponsorship, E&O;, and life insurance recent business.

- Experience with Canadian mutual fund and segregated fund operations, including account opening, KYC, suitability, and trade processing.

- Knowledge of APEXA, FundSERV, VieFund, WealthServ, or equivalent industry systems.

- Strong BPMN/process mapping, BRD, SOP, user story, and UAT experience.

- Experience working directly with external technology vendors or systems integrators.

- Understanding of CIRO, FSRA, and Canadian insurance regulatory requirements.

- Availability to work onsite in Mississauga four days per week.

Preferred Qualifications

- Workflow automation, RPA, or AI transformation project experience.

- Experience at a Canadian MGA, insurance carrier distribution team, or MGA-affiliated investment dealer.

- CBAP, CCBA, LLQP, CSC, or IFIC certification.

Important: This is not a reporting, BI, software development, or generic IT Business Analyst position. Direct Canadian insurance distribution experience is essential.

Apply: [email protected]

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📌 Business Analyst – Insurance Operations, Process Automation & AI (Mississauga)
🏢 TALENT TO HIRE
📍 Mississauga