Business Analyst

Full-time, Permanent


3 hours ago in Accounting and Finance

Job Description:

Our client within wealth management requires a Business Analyst to join their team.


  • In deep coordination with our  technical, communications, and  business teams, prepare appropriate scope documents, business requirements, project plans,  process & accountability charts,  etc for development & change requests and manage the change processes. This includes gathering stakeholder input,  performing QA  and  testing, communication about changes, preparing documentation and  delivering training.
  • Guide and  advise the business team on how their requirements are addressed through the X ‘agile pilot & innovation’ approach to projects. Advise the team also on the application of X’s core technology principles, Data Integrity principles, compliance with PIPEDA, and  ensure that  these guidelines are maintained throughout the  project and  systems lifecycle.
  • As part  of the project and  technical team act as a business function  expert, assisting our team with their use of our technologies. Provide training  and  support, including refresher training  wherever needed to anticipate avoidable problems and  fully utilize our technology resources.
  • In SalesForce build reporting, dashboards, and  tracking  in support of various  teams and  their business processes. Advise on automation and  general maintenance, assist users to understand our technical tools  and  how to use them.


  • PMP or business analyst certificates (CBAP or equivalent), demonstrated experience providing technical support and process development. A degree in computer science is advantageous.
  • 5+ years of experience working in a similar role preferably in insurance or financial services.
  • Demonstrable ability to drive multiple tasks and small projects to timely completion in a dynamic team, analysis and propose new processes, automation etc.
  • Demonstrated expert-level written and  verbal communications skills, ability to capture and  present information clearly and  concisely.
  • Demonstrated ability to build trusted professional relationships and  coordinate across  a team
  • Working  knowledge of SalesForce (admin skills are advantageous), MS Visio or LucidChart, SQL, MS Excel / Power BI, strong general technical skills with MS Office products, Sharepoint, etc.


To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Lindsey;

If you are already registered with TDS Personnel please contact your Consultant.

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

Apply For The Job

Other Jobs You May Like