Wealth Management Business Analyst

Job Description

  • Contractor
  • Anywhere

**HIRING – CONTRACT – HYBRID TORONTO**

Our top5 banking client is looking for a Wealth Management Business Analyst!

If you are interested and fit the requirements, please send your resume to safao@corgta.com! No third party vendors please

Candidate Requirements/Must Have Skills:
1. 10+ years of experience as a BA, specifically in illustrating/documenting business processes
2. 5+ years of Training / Experience in Agile working models
3. 5+ years of experience in writing user stories and documenting acceptance criteria
4. Demonstrated superior computer skills, including MS Visio, MS Excel, MS Word, MS PowerPoint, and Atlassian product suite (Jira, Confluence)
5. Ability to present and tailor the message and delivery based on the audience (business stakeholders)
6. Knowledge and hands on experience of Wealth Management concepts (financial planning, estate planning, succession planning, investments etc.)

Nice-To-Have Skills:
1. financial services industry experience
2. Familiarity with client facing applications
3. In-depth knowledge on trade lifecycle and experience working in self-directed wealth management space