Location: This in-office position can be based out of any of our offices in Canada.

Our organization: Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

• Investment Executive 2025 Brokerage Report Card.

The opportunity: Reporting to the Senior Manager, Solution Analysis, the Business Analyst plays a critical role in bridging the gap between business needs and technology solutions within our wealth management company. This individual will be responsible for eliciting, analyzing, documenting, and validating requirements for new features, enhancements, and projects. Working closely with various stakeholders, the Business Analyst will ensure that solutions align with strategic objectives, improve operational efficiency, and enhance the client experience in the complex financial services landscape.

Key responsibilities include:

• Conducting interviews, workshops, and other elicitation techniques to gather, analyze, and define comprehensive business requirements from stakeholders across various departments (e.g., front office, middle office, back office, compliance).
• Translating business requirements into clear, concise, and actionable documentation, including Business Requirements Documents (BRDs), Functional Specifications, Use Cases, User Stories, and process flows (e.g., BPMN diagrams).
• Serving as a primary liaison between business users, product owners, development teams, QA, and project managers, ensuring mutual understanding and alignment on project scope and requirements.
• Analyzing current state business processes, identifying inefficiencies, and proposing optimized future state processes to enhance operational effectiveness and client satisfaction.
• Collaborating with QA teams to develop test plans and scenarios, validating implemented solutions to meet specified requirements, and supporting system integration testing (SIT) & user acceptance testing (UAT).
• Performing data analysis to support requirements, identifying trends, and providing insights into business performance and potential solution impacts.
• Assisting in preparing for and managing organizational change related to new system implementations or process changes, including training material development and user support.
• Investigating and resolving business and system issues, working with technical teams to identify root causes and implementing effective solutions.
• Working closely with System Analysts to provide input and contribute to the preparation of detailed functional specification documents and other technical documentation.
• Performing other duties as assigned.

The Ideal candidate will possess:

• A bachelor's degree in business administration, finance, computer science, information systems, or a related field.
• A minimum of 5+ years of experience as a Business Analyst, preferably within the financial services or wealth management industry.
• Proven experience working on technology projects from conception to implementation.
• Experience working in an Agile development environment is highly desirable.
• Entry Certificate in Business Analysis (ECBA) or Certification of Competency in Business Analysis (CCBA) is a plus.
• Relevant financial industry certifications (e.g., CSC, CFA Level I) are an asset.
• Proficiency with tools for requirements management and project tracking (e.g., Jira, Azure DevOps, Confluence).
• Experience with tools for process mapping and diagramming (e.g., Visio, Lucid chart, Miro).
• Basic to intermediate SQL skills for data analysis, validation, and understanding database structures.
• Advanced proficiency in Excel, Word, and PowerPoint for documentation and presentations.
• Understanding of Software Development Life Cycle (SDLC) methodologies, particularly Agile (Scrum, Kanban).
• Familiarity with general wealth management platforms, custodial systems (e.g., NBIN), and trading platforms (e.g., Envestnet, Advent, Croesus).
• Basic understanding of API concepts and how systems integrate.
• Exceptional ability to break down complex problems, analyze information, and derive logical conclusions and solutions.
• Excellent verbal, written, and presentation skills, with the ability to articulate complex concepts to both technical and non-technical audiences.
• Proactive and resourceful in identifying issues and proposing effective solutions.
• Strong attention to detail in requirements gathering and documentation.
• Ability to build rapport, manage expectations, and influence stakeholders at various levels.
• Ability to thrive in a dynamic, fast-paced environment and manage multiple priorities.
• Strong ability to work effectively within cross-functional teams.

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply: Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.