Business System Specialist - Wealth Management

Job Title – BSA - Wealth/Investment Management Location – Toronto Downtown, Canada (4 days WFO) Hire Type – Fulltime Job Description: Senior BSA with Wealth/Investment Management domain expertise, strong understanding of retail investment products (GICs, Mutual Funds, ETFs) and registered accounts (RRSP, TFSA, etc.), along with solid business analysis and stakeholder management capabilities. Job Description: Wealth Management / Investment Management / Retail Investments Position Overview: We are seeking an experienced Senior Business Systems Analyst (BSA) with strong expertise in the Wealth & Investment Management domain to support strategic initiatives across investment products, client onboarding, account servicing, digital transformation, regulatory compliance, and platform modernization. The ideal candidate will possess deep knowledge of retail investment products, including GICs, Mutual Funds, ETFs, Equities, Fixed Income products, and registered investment accounts such as RRSP, TFSA, RESP, RRIF, FHSA, along with strong business analysis, stakeholder management, and requirements elicitation capabilities. The successful candidate will act as a liaison between business stakeholders, product owners, operations, compliance, and technology teams to deliver solutions that enhance advisor and client experiences while meeting regulatory and operational requirements. Key Responsibilities: Business Analysis & Requirements Management Lead end-to-end business analysis activities throughout the project lifecycle. Facilitate workshops, stakeholder interviews, discovery sessions, and requirement-gathering activities. Elicit, analyze, validate, and document business requirements. Develop and maintain: Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), User Stories, Process Flows, Use Cases, Data Mapping, Documents Business Rules Documentation, Perform gap analysis and impact assessments for new initiatives and enhancements. Translate business requirements into functional and system specifications. Wealth Management Domain Analysis Support initiatives related to: Mutual FundsExchange-Traded Funds (ETFs), Guaranteed Investment Certificates (GICs), Managed Accounts Registered and Non-Registered Accounts, Financial Planning & Advisory Platforms, Investment Operations, Client Onboarding & Servicing, Analyze end-to-end investment product life cycles. Understand and support advisor and client journeys across various wealth platforms. Collaborate with operations teams to optimize account opening, account servicing, transfers, and transaction processing. Stakeholder Management Partner with: Wealth Business Leaders, Financial Advisors, Product Managers, Operations Teams, Compliance & Risk Teams, Technology Teams Act as the primary point of contact between business and technology stakeholders. Manage stakeholder expectations and facilitate decision-making sessions. Present analysis findings and recommendations to senior leadership. Agile Delivery & Product Management Work closely with Product Owners and Scrum Teams. Develop and refine user stories and acceptance criteria. Participate in: Sprint Planning, Backlog Grooming, Daily Stand-ups, Sprint Reviews, Retrospectives, Support prioritization of backlog items and release planning. Data Analysis & Systems Integration Analyze source-to-target data mappings. Conduct data profiling and validation activities. Collaborate with technical teams on: API integrations, Wealth platform integrations, Data migration initiatives, Reporting and analytics solutions, Support modernization and digital transformation programs. Testing & Implementation Support Define test scenarios, test cases, and acceptance criteria. Support SIT, UAT, and production validation activities. Coordinate defect triage and resolution. Assist with deployment planning and post-implementation support. Regulatory & Compliance Support Ensure solutions comply with applicable regulatory requirements. Support audit and compliance initiatives. Collaborate with Risk, Compliance, and Legal stakeholders on regulatory changes impacting wealth products and client servicing.

Lead end-to-end business analysis and requirements management for wealth and investment management strategic initiatives. Act as a liaison between business stakeholders and technology teams to deliver solutions for retail investment products and platform modernization.

Requires a Senior BSA with deep domain expertise in retail investment products like GICs, Mutual Funds, and ETFs, as well as registered accounts. Must possess strong capabilities in stakeholder management, Agile delivery, and functional specification documentation.

• Product managementPreferred
• Business analysisPreferred

Identified from the job description. Confirm important requirements above.

• Business Analysis
• Wealth Management
• Stakeholder Management
• Requirements Elicitation
• Agile Delivery
• User Stories
• Gap Analysis
• Data Mapping
• Investment Products
• Regulatory Compliance
• UAT
• SIT
• Process Flow Documentation
• Product Management
• Digital Transformation
• API Integration

• Finance & Accounting
• Consulting
• Data & Analytics
• Technology
• Management & Leadership

Minimum experience

5+ years

Apply by

Sep 5, 2026

Posting language

English

Working hours

40 hours per week

Office presence

4 days per week

Seniority

Mid-Senior level

Application method

Direct apply is available