Canadian Wealth Management Analyst (Toronto)

Canadian Wealth Management Analyst (Toronto)

07 Nov
|
Insight Global
|
Toronto

07 Nov

Insight Global

Toronto

Apply Canadian Wealth Management expertise to trading platform modernization as a Business Systems Analyst with robust requirements skills.

Insight Global seeks a Business Systems Analyst with five-plus years of Canadian Wealth Management experience. You will partner with business and technology stakeholders, analyze trading and portfolio processes, and document requirements. The work includes Agile, Waterfall, and Hybrid environments.

Key Responsibilities:

- Support a major trading platform modernization initiative
- Elicit requirements from business and technology stakeholders
- Document requirements for trading platform changes
- Analyze trading and portfolio management processes
- Use AI tools to accelerate analysis and documentation

Requirements:

- Five-plus years of Canadian Wealth Management experience
- Strong understanding of the complete trade lifecycle
- Knowledge of portfolio management concepts and metrics
- Hands-on experience with Copilot, ChatGPT, or similar tools
- Experience in Agile, Waterfall, or Hybrid environments

Bring wealth management, requirements analysis, trade lifecycle, and AI tool experience to Insight Global's modernization initiative.

📌 Canadian Wealth Management Analyst (Toronto)
🏢 Insight Global
📍 Toronto

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