Our financial services client is seeking a Analyst, Business Systems Support (2-5 years) to own configuration, user access, vendor management and issue resolution using Envestnet, Client Portal, and Digital Onboarding Platform Join a national wealth management environment focused on delivering reliable, advisor-centric platforms.

This role covers application support, configuration, testing, and trade-related activities across Envestnet, Client Portal, and the Digital Onboarding Platform.

You will manage user access and vendor issue resolution while maintaining clear communication with internal teams, advisors, and external partners.

Permanent, Toronto or Winnipeg, Working Hours: EST Must Haves 2–5 years in financial services within a high-growth workplace 2+ years in a client-service facing role Proficiency with the MSOffice suite, including Microsoft Excel , Word, Power

Point, Teams,



and Outlook Business Analyst certificate Post-secondary degree in Business Administration or related field, or equivalent experience Nice to Have Experience with Envestnet, Croesus, Four

Eyes, One

Vest, Future

Vault Experience in wealth management or other regulated industry CSC Responsibilities Facilitate branch-level customization changes (basic report configuration, client information fields) Monitor platform performance and trade execution to detect issues before client impact Support system updates and enhancements Perform regular audits of user assignments Track system issues end-to-end Assist in testing for system releases and upgrades Capture and report vendor bugs, ensuring timely ticket resolution with vendors

📌 Analyst, Business Systems Support to own configuration, user access, vendor management and issue resolution across advisor wealth platforms (Envestnet, Client Portal, Digital Onboarding) for a national wealth management firm. (Toronto)
🏢 S.i. Systems
📍 Toronto