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 current 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 new 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.

Talent To Hire Inc. uses Workwolf’s AI-enabled tools to sort and screen applications based on job-related criteria. All hiring decisions involve human review.

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