JOB SUMMARY:

Join a leading Canadian financial institution as a Business Analyst supporting the Direct Investing Journey. This role focuses on ideation management and end-to-end requirements delivery within an agile wealth transformation initiative. You’ll work closely with stakeholders to shape feature innovations and enhance wealth product offerings in a dynamic, collaborative environment.

REQUIRED EXPERIENCE:

• 5+ years as a Business Analyst.
• Experience in wealth management or financial services.
• Demonstrated ability to manage high-level stakeholder interactions (90%+ engagement).
• Proven track record in agile project delivery and full lifecycle requirement execution.

NICE-TO-HAVE EXPERIENCE:

• Exposure to Direct Investing, DIY brokerage platforms, or order execution environments.
• Familiarity with product ownership or leading ideation sessions in financial technology.

REQUIRED SKILLS:

• Wealth domain expertise
• Agile delivery methodologies
• End-to-end requirements management

PREFERRED SKILLS:

• Jira and Confluence
• Financial industry knowledge (FI)
• Stakeholder facilitation
• Strategic analysis
• Innovation/ideation pipeline leadership

ADDITIONAL SKILLS:

• Workshop facilitation (5/5)
• Analytical thinking (5/5)
• Business knowledge: Wealth (4/5)
• Proactiveness (5/5)
• Direct investing tech/applications
• Product Owner experience (nice to have)

• Lead feature ideation and innovation initiatives from intake to prioritization.
• Conduct end-to-end requirements management for complex front-office wealth transformation projects.
• Facilitate stakeholder workshops to define current and future states.
• Own the requirements package lifecycle: planning, elicitation, analysis, documentation, and sign-off.
• Act as the business liaison with technology teams for solution design alignment.
• Maintain traceability and ensure status updates across all phases of requirement delivery.
• Serve as the lead BA in managing ideation pipelines and business goals alignment.