Financial Analyst Jobs in Innisfil, Ontario, Canada
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Innisfil, Ontario, Canada
Business Analyst (Insurance and Wealth domain)
About the role
"Role Summary Seeking a results-driven BSA with strong Canadian Insurance and/or Wealth Management experience to bridge business and technology teams, define high-quality requirements, and support delivery of regulatory, digital, and transformation initiatives.
Key Responsibilities
- Elicit, analyze, and document business, system, data, and non-functional requirements.
- Partner with business stakeholders, product owners, and technology teams to deliver strategic initiatives.
- Create user stories, process flows, functional specifications, acceptance criteria, and traceability artifacts.
- Support SIT/UAT planning, test case review, defect triage, release readiness, and production validation.
- Drive Agile ceremonies, backlog refinement, impact assessment, and solution walkthroughs.
Required Experience
- 7+ years of Business Analyst / Business Systems Analyst experience.
- Hands-on experience in Canadian Insurance and/or Wealth Management domains.
- Knowledge of Group Benefits, Claims, Life Insurance, Investment Products, RRSP, TFSA, Portfolio Management, and Client Onboarding.
- Familiarity with Canadian regulatory considerations including OSFI, CIRO, FINTRAC, AML/KYC, and privacy requirements.
Technical Skills
Delivery Tools Jira, Confluence, Azure DevOps Analysis SQL, data analysis, data mapping, reconciliation Integration API understanding, system integration, service-oriented architecture Process Mapping Visio, Lucidchart, BPMN-style process flows Preferred Qualifications
- CBAP, CCBA, PMI-PBA, SAFe, CSC, IFIC, or Wealth Management Essentials certification is an asset.
- Experience working with major Canadian insurers, wealth firms, banks, or financial services platforms.
- Strong executive communication, stakeholder management, analytical thinking, and problem-solving skills.
Ideal Candidate Profile
A domain-aware BSA who can translate complex insurance and wealth business needs into clear technology outcomes, improve delivery clarity, and support measurable business value across Canadian financial services programs. "
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