Canadian Wealth Management Business Analyst (Toronto)

Canadian Wealth Management Business Analyst (Toronto)

07 Nov
|
Insight Global
|
Toronto

07 Nov

Insight Global

Toronto

Canadian Wealth Management expertise meets trading platform modernization in this Business Systems Analyst position with Insight Global. Use AI tools to accelerate analysis and documentation.

As a Business Systems Analyst, you will partner with business and technology teams supporting a major trading platform modernization initiative. The work includes gathering requirements, analyzing trading processes, and examining portfolio management practices. Your background should include Canadian Wealth Management, trade lifecycle knowledge, and hands-on AI tool use.

Key Responsibilities:

- Partner with business and technology teams
- Gather requirements from relevant stakeholders
- Analyze trading and portfolio management processes
- Leverage AI tools for analysis and documentation




- Support a major trading platform modernization initiative

Requirements:

- Five or more years of Canadian Wealth Management experience
- Understanding of order initiation, rebalancing, execution, and posting
- Knowledge of cash management, IPS, positions, and performance metrics
- Experience eliciting and documenting requirements
- Hands-on use of Copilot, ChatGPT, or similar AI tools

Apply your Wealth Management, requirements analysis, and AI tool experience to trading platform modernization at Insight Global.

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

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