Location: Toronto, ON, Canada
Date Posted: Sep 9, 2025
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
The role involves collaborating with cross-functional teams to gather, document, and manage business and technical requirements, ensuring they are complete and aligned with stakeholder goals. It emphasizes strong communication and stakeholder engagement, translating complex concepts for non-technical audiences and facilitating meetings to drive alignment. The position also supports testing and quality assurance by creating and executing test plans, resolving issues, and ensuring smooth transitions to operational support. Additionally, it includes promoting best practices, and fostering team knowledge-sharing to enhance overall project delivery and documentation quality.

EXPERIENCE

• Extensive understanding of financial products, business processes, procedures, and best practices.
• Strong experience in business system analysis, requirements gathering, and documentation.
• Proven ability to recommend and implement business process improvements.
• Hands-on experience with JIRA for backlog management and agile project execution.
• Deep knowledge of agile methodologies and experience working within cross-functional agile teams.
• Expertise in User Acceptance Testing (UAT), including developing and executing test plans to validate functionality against documented requirements.
• Strong focus on quality assurance to ensure successful implementation of solutions.
• Proven ability to lead meetings, facilitate discussions, and communicate effectively with both technical and non-technical stakeholders.
• Strong verbal, written, and presentation skills.
• Strong analytical and problem-solving skills with keen attention to detail.
• Excellent organizational and multitasking abilities to deliver high-quality work under pressure.
• Self-motivated with the ability to work independently and collaboratively as part of a team.
• Experience with information systems and exposure to project management processes.
• Solid business skills with the ability to bridge the gap between technology and business needs.
• 5 years of hands-on experience in wealth management and technology solution delivery through full development cycle (requirements gathering, testing and implementation)

Education/Training

• University degree in Computer Science & Mathematics, Commerce & Finance, Engineering, or equivalent industry-related business experience.

Requirements Gathering & Documentation

• Collaborate with project managers, BAs, developers, and technical teams to identify, document, and manage business and technical requirements and specifications.
• Ensure requirements are business and technically complete, correct, consistent, concise, and achievable, securing sign-off from business owners.
• Proactively investigate, understand, and articulate business issues, processes, and opportunities, recommending viable solutions.
• Document new requirements as user stories in JIRA and maintain project documentation in alignment with the JIRA framework

Requirements Gathering & Documentation

• Collaborate with project managers, BAs, developers, and technical teams to identify, document, and manage business and technical requirements and specifications.
• Ensure requirements are business and technically complete, correct, consistent, concise, and achievable, securing sign-off from business owners.
• Proactively investigate, understand, and articulate business issues, processes, and opportunities, recommending viable solutions.
• Document new requirements as user stories in JIRA and maintain project documentation in alignment with the JIRA framework.

Stakeholder Engagement & Communication

• Establish and maintain strong partnerships with business users to determine optimal solutions for business and system needs.
• Set stakeholder expectations appropriately and effectively communicate complex concepts to non-technical audiences.
• Organize and facilitate stakeholder meetings, ensuring key actions and decisions are documented and followed up on.
• Act as a liaison between business and IT teams, soliciting input from subject matter experts and ensuring alignment with business goals.

Testing & Quality Assurance

• Support testing phases by developing and executing test plans and test cases to ensure high-quality implementations.
• Verify test output, report critical issues, and coordinate resolutions with relevant teams.
• Ensure thorough documentation of test results and assist in the transition from project implementation to operational support.

Teamwork

• Support knowledge-sharing within the team by contributing to best practices, documentation, and training initiatives.
• Assist junior team members in refining requirements, improving documentation quality, and understanding Agile and testing methodologies.