Support advisor wealth platforms in Toronto or Winnipeg using Envestnet, Microsoft Excel, configuration, and issue resolution during EST hours.

This permanent Analyst, Business Systems Support role suits professionals with two to five years in financial services. You will support Envestnet, Client Portal, and Digital Onboarding Platform activities. The work includes application support, testing, user access, vendor management, and communication with internal teams, advisors, and external partners.

Key Responsibilities:

- Configure branch-level reports and client information fields
- Monitor platform performance and trade execution
- Support system updates and enhancements
- Audit user assignments regularly
- Track issues and vendor tickets through resolution

Requirements:

- Two to five years in financial services
- Two or more years in client-facing service
- Proficiency with Microsoft Excel and Microsoft Office
- Business Analyst certificate
- Business Administration degree or equivalent experience

Apply business systems support expertise to advisor platforms, user access, vendor resolution, and reliable wealth management operations.

📌 Wealth Platforms Business Systems Analyst (Toronto)
🏢 S.i. Systems
📍 Toronto