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Wealth Business Analyst Jobs

Bilingual (Spanish/English) Business Program Manager, Wealth Transformation Programs
By Procom At Toronto, Ontario, Canada
Provide program management leadership and senior executive communication for strategic initiatives
Work closely with in-country Program Leads to ensure successful management and implementation of Strategic programs within IWM
10+ years of experience as a Program Manager
Business Program Manager - Wealth Transformation Programs - Bilingual English/Spanish– Mandatory Skills
Effectively and proactively manage financials
Prepare funding requests & business cases in line with Finance and ePMO guidelines (e.g., yearly SIP)
Portfolio Analyst (Private Wealth)
By Guardian Capital Advisors LP At Toronto, Ontario, Canada
Work proactively with Client Portfolio Managers to implement client based initiatives;
Use your insight a proactive skills to provide timely and accurate investment recommendations;
CIM designation with relevant work experience and/or completed CFA Level 1 preferred
Accuracy and attention to detail is an absolute requirement
Excellent interpersonal, communications and collaboration skills
Proficient in Microsoft Office, including Word, Power Point, Excel (macros, VBA skills is an asset)
Business Analyst (Wealth Management)
By Recruit Action inc. At Montreal, Quebec, Canada
Experience working in a business analysis role in Capital Markets or Wealth Management.
Prior experience in the Business Analysis function at a buy-side firm, wealth manager, broker dealer or custodian bank
Quick learner and solutions oriented, ability to escalate issues to management.
Hourly salary of $65 to $85 (based on experience).
A focus on work-life balance to ensure your wellbeing and productivity. This position offers an hybrid schedule
Experience mapping business process flows is required.
Senior Business Analyst - Wealth Management & Investments
By iA Financial Group (Industrial Alliance) At Toronto, Ontario, Canada
Experience in Wealth Management & Investments
Provides discipline, rigor, and technical skills to the requirements definition and validation process
Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements
Works ahead of the delivery team to elicit requirements for next iteration’s user stories
Can visualize business needs / requirements as user stories
Time-boxed requirement gathering from the right mix of stakeholders
Business Consultant - Wealth Management
By Apex Systems At Toronto, Ontario, Canada
Domain knowledge of the financial industry - specifically Wealth Management
Prepping Project presentations in PPTs and aiding in presentation delivery with Senior Management
Business Consultant - Wealth Management
Experience working on IT projects
Experience with the SDLC cycle and project delivery in Agile Methodology
Strong experience in PPT, and delivering project updates
Senior Business Analyst - Wealth Management & Investments
By iA Financial Group (Industrial Alliance) At Greater Toronto Area, Canada
Experience in Wealth Management & Investments
Provides discipline, rigor, and technical skills to the requirements definition and validation process
Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements
Works ahead of the delivery team to elicit requirements for next iteration’s user stories
Can visualize business needs / requirements as user stories
Time-boxed requirement gathering from the right mix of stakeholders
Business Development Manager - Wealth - Prairies
By HomeEquity Bank At Greater Calgary Metropolitan Area, Canada
Ongoing development of product knowledge, sales skills and sales/relationship management technique
Applicants with experience in business development, territory management, credit or mortgage brokering experience are preferred
Responsible for delivering established sales targets and active territory management
Responsible for providing sound activity management reports
Significant progressive financial services sales experience
Post-secondary education or equivalent is preferred
Project Manager, Business Transformation (Nicola Wealth)
By BCJobs At Vancouver, British Columbia, Canada
Project Management education and/or certifications are an asset.
Able to build trust and consensus through strong negotiation and conflict management skills.
A strong understanding of at least one project management methodology (agile, waterfall, etc.) and working knowledge of others.
Experience with project management / delivery software.
As a Project Manager, Business Transformation, your skills and qualifications will include:
Working with Project Sponsors and/or Program Managers to document and confirm project objectives, benefits, and inter-dependencies.
Wealth Business Analyst Jobs
By Apex Systems At Toronto, Ontario, Canada
Ability to speak with Wealth Management business stakeholders and also collaborate and discuss requirements with technology stakeholders
5+ years of Wealth Management/Capital Markets experience; Understanding of Mutual Funds and related platforms such as Broadridge and FundServ
Experience working on CFR related regulatory projects as a BA in the Wealth Management domain
Wealth Management BA - Regulatory
6+ years of Business Analyst experience working at enterprise financial corporations
Experience with Agile Development Cycle

Are you looking for a challenging and rewarding career as a Wealth Business Analyst? We are looking for an experienced professional to join our team and help us analyze and optimize our wealth management strategies. You will be responsible for developing and implementing strategies to maximize our clients' wealth and financial goals. If you have a passion for finance and a drive to succeed, this is the perfect opportunity for you!

Overview A Wealth Business Analyst is a professional who works in the financial services industry and is responsible for analyzing and interpreting data related to wealth management. They use their expertise to provide insights and recommendations to help clients make sound financial decisions. Detailed Job Description A Wealth Business Analyst is responsible for analyzing and interpreting data related to wealth management. They use their expertise to provide insights and recommendations to help clients make sound financial decisions. They must be able to identify trends and patterns in data, as well as develop strategies to improve the performance of investments. They must also be able to communicate their findings to clients and other stakeholders. Job Skills Required
• Knowledge of financial markets and investments
• Analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of financial analysis software
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Relevant experience in the financial services industry
• Professional certification in wealth management or financial analysis
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial analysis software
• Knowledge of financial regulations and compliance
• Knowledge of financial planning and portfolio management
Job Experience
• Relevant experience in the financial services industry
• Experience in data analysis and interpretation
• Experience in developing strategies to improve investment performance
Job Responsibilities
• Analyze and interpret data related to wealth management
• Develop strategies to improve investment performance
• Monitor financial markets and investments
• Identify trends and patterns in data
• Communicate findings to clients and other stakeholders
• Prepare reports and presentations for clients
• Ensure compliance with financial regulations