At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact; for our clients, our communities, and each other.

The Opportunity: At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way. If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we’d love to connect.

We're seeking a Business Analyst Consultant – CAX to lead high-impact IT initiatives, bridging business needs with technology solutions in areas like process redesign, automation, and CAX systems. This role combines strategic analysis, stakeholder collaboration, and hands-on project leadership to drive innovation and operational excellence.

Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters.

Position Title: Business Analyst Consultant, CAX

Reports To: Director, Digital Experience Individual Wealth

Department: CAX Dig Prop-Client Access

Term: Permanent Full-Time

Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

What you will be doing:

• Develop a formal Business Analyst practice and User Acceptance Testing practice, ensuring process and tool alignment with the IT Systems Analyst and Quality Assurance practices
• Manage project scope, schedule, reporting, issue tracking and escalation for non-IT projects
• Primary liaison between Business and IT partners, involved with scope definition, issue management
• Lead and drive requirements analysis and review, identifying the most optimal requirements to meet business needs
• Assess IT estimates and determine the MVP (Minimal Viable Product) required to meet the business benefits, while balancing project costs and timelines
• Strategic planning through creation of feasibility studies and business cases
• Consult with management on business needs, opportunities and operational effectiveness with recommended solutions for process improvements
• Recommends business solutions, recommending alternatives that satisfy sponsor/stakeholder needs
• Document requirements and facilitate requirements review sessions with Business sponsors, project stakeholders and IT partners; Requirements include functional, non-functional, traditional and user stories/features
• Participate in technical analysis meetings/daily stand-ups with IT partners and support Systems Analysts during the development of functional specifications
• Closely work with developers and other IT resources to advocate for the business, to ensure user satisfaction
• Works in partnership with Quality Assurance Analysts to ensure test strategy mitigates business risk
• Supports and coordinates User Acceptance Testing by supporting planning, development of test cases, execution of tests and consideration of automated testing techniques
• Creates or assists others in the writing of user documentation, instructions and procedures
• Supports post-implementation testing, ensuring coverage of user testing to ensure no production issues
• Identify and escalate project risks and issues

What you will bring:

• 10 years as a Lead Business Analyst or Systems Analyst on Large IT Projects, in the financial services or insurance industry
• Strong critical thinking and analytical capability, with the ability to define and resolve complex issues
• Strong experience in Process Redesign, including data modeling, transaction flow analysis, internal control and risk analysis and modern business methods and performance measurement techniques
• Expert level knowledge of the Business Analysis, including process, tools and techniques
• Experience developing, coaching and mentoring Business Analysts/User Acceptance Testers, at a junior to senior level
• Proven success in the development and implementation of training programs
• Strong organization skills and well-developed project management skills
• Ability to write business cases, project plans, schedules and budgets
• Excellent influencing and interpersonal skills with the ability to negotiate and advocate for Business partners
• Strong knowledge of systems development methodologies
• Knowledge and experience with agile development and product ownership
• Solution assessment and validation to ensure alignment with Business needs
• Experience developing non-functional requirements (e.g. application performance, scalability, throughput)
• The ability to work at a conceptual/strategic level and at a detailed level
• Superior documentation & presentation skills (written and verbal)
• Superior motivational and communication skills
• Strong conceptual skills and ability to exercise flexibility and judgement in a changing environment
• Excellent self-management and time management skills
• Business Analyst Certification or significant previous experience as a BA
• Post secondary degree or equivalent combination of education and work experience
• Technical Skills:
• MS Office
• MS Visio
• HP ALM/Quality Center
• Test Automation Tools are an asset

What’s in it for you:

• A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day.
• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• Generous vacation package with one volunteer day to give back to a charity of your choice
• Immediate enrollment in the company’s pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite full-service cafeteria with a variety of daily options
• Discounts on company products and services, and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment process, candidates may be asked to complete an assessment and will be required to undergo background screening, in accordance with company policy.

This position is available due to an existing vacancy.

We're dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at careers@equitable.ca.

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