Business Analyst (Financial Planning)

at  EquiSoft

BUSINESS ANALYST (FINANCIAL PLANNING)

What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world’s leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts. With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation.

Why Choose Equisoft? With 950+ employees, we are a stable organization that offers career advancement opportunities and fosters a stimulant environment. If that’s not enough, then check out these other perks below:

• Hiring Location: Canada (Montreal and Quebec City)
• You are welcome to work in our office, hybrid or remote
• Internal job title: Business Analyst
• Full-time Permanent Role
• Benefits available day 1: Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc.
• Flexible hours
• Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University)

Role: The Business Analyst works closely with the Product Owner and reports to the Director, Product Development. He or she is primarily responsible for translating user needs into functional requirements. The Business Analyst must demonstrate great attention to detail and excellent organizational and priority management skills.
Below is a brief description of the product the candidate will be working on.
Equisoft/Plan is a SaaS product that allows financial advisors and planners to create a customized plan to help their clients achieve their financial goals. Whether it’s the need to minimize major financial risks (death, disability, critical illness), better budget for expenses or plan for retirement, Equisoft/Plan is their tool to help them in the process of identifying needs and establishing strategies.

SOFT SKILLS

• Strong sense of organization and prioritizing
• Analytical and problem-solving skills
• Ability to communicate, write and synthesize information
• Ability to multi-task in a rapid-paced environment
• Team spirit, tact, diplomacy, autonomy, rigor, and discipline
  Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
  We thank you for your interest in our company and we guarantee that all submitted applications will be considered.
  Only those whose applications are selected will be contacted for interview purposes. By submitting your application, you consent to Equisoft collecting, using & storing your personal data in order to apply for a job and for Equisoft to analyze your application. Due to the nature of its products and services, Equisoft will perform thorough background checks prior to confirming one’s employment

Please refer the Job description for details