Business Analyst - Wealth Management, Brokerage, Global Banking

Business Analyst (Financial Services)

• Location: Greater Toronto Area, ON
• Work Arrangement: Full-time, onsite (5 days/week)
• Contract Duration: 6 months, with potential extension
• Hours: Monday to Friday, 9:00 AM - 5:00 PM (37.5 hours/week)

• About the Opportunity
• Our client, a leading organization in the financial services sector, is seeking an experienced Business Analyst to support a strategic initiative focused on assessing and optimizing operational, compliance, and supervisory processes across multiple business locations.
• This is an excellent opportunity for a highly analytical professional who thrives on stakeholder engagement, process improvement, operational analysis, and translating complex business requirements into actionable recommendations.

• Key Responsibilities
• Lead current-state assessments across multiple business locations.
• Gather, analyze, and document operational and business process data.
• Facilitate stakeholder interviews, workshops, and working sessions.
• Partner with business leaders, managers, and operational stakeholders to validate findings and requirements.
• Develop process maps, workflow documentation, and operational assessments.
• Identify trends, risks, inefficiencies, and opportunities for process optimization.
• Create dashboards, heat maps, summaries, and reporting materials to support decision-making.
• Conduct detailed business process analysis and provide future-state recommendations.
• Prepare executive-level presentations and status updates for leadership teams.
• Collaborate closely with project sponsors and key stakeholders throughout the project lifecycle.

• Required Qualifications
• 5-8 years of Business Analysis experience.
• Proven experience conducting current-state assessments, operational reviews, and business process analysis.
• Strong requirements gathering experience through interviews, workshops, and documentation reviews.
• Excellent communication and stakeholder management skills, including experience engaging with senior leadership and executives.
• Strong process mapping, workflow analysis, and business documentation capabilities.
• Experience within Financial Services, Banking, Capital Markets, Wealth Management, Brokerage, or similar regulated industries.
• Demonstrated ability to analyze complex business challenges and deliver data-driven insights.

• Nice-to-Have
• Exposure to Project Management practices and project delivery methodologies.
• Knowledge of compliance, supervision, regulatory processes, or branch operations within financial services environments.
• Experience supporting technology or business transformation initiatives.

• Education
• Post-secondary degree in Business, Marketing, Communications, or a related discipline.