Candidate Value Proposition:

• The successful candidate will have the opportunity to work within Client. We are technology partners who help the business transform how our employees around the world work. You will get to work with and learn from diverse industry leaders, who have hailed from top technology.

Story Behind the Need

• Business group: Canadian Wealth Management Operations
• Project: Client’s Operations Change & Quality Assurance group within their Canadian Wealth Management Operations group is looking for a Business Analyst to support a 3-month contract with potential for extension. Currently, there are process issues in how Client allocates commission to their Advisors for GIC products (i.e., an Advisor may allocate a 5-year GIC to a Client customer, and that customer may move their GIC investment to another investment after 2-years, and Client would need to claw back that commission to the Advisor using a specific calculation, but the process is not sound and it’s creating issues with their Advisors internally).
• Reason: New project requirement

Typical Day in Role:

• The Business Analyst will be responsible for working with multiple stakeholders across multiple groups (including Client McLeod, Operations, Finance, etc.) to gather and write requirements using their Business Requirement Document (BRD) to clearly outline current state and ideal future state.
• After 3 months, they’re hoping the Business Analyst can clearly lay out the change required for a Developer to come in and enhance their calculations for how these commissions are paid out to Advisors, but ideally this Business Analyst will be able to uncover other potential obstacles or changes that could benefit the bank.
• The Business Analyst will be expected to understand the process, create documentation, and confirm requirements in preparation for a Developer to support a with the buildout of a new MS Access Database.
• Utilize experience in Excel and MS Access to understand data, where it comes from, and how to reconcile from one file to another.

Candidate Requirements/Must Have Skills:

• 5+ years as a Business Analyst (ability to gather and write a Business Requirement Document)
• Strong recent project experience working with data in MS Excel and MS Access (database)
• Strong written and verbal communication skills is critical to this role

Nice-To-Have Skills:

• Knowledge in Wealth Management (knowledge of GIC products)
• Knowledge in finance or reconciliation is an asset.
• Prior Client Wealth Management experience
• Experience working with AS400 (Wealth system)

Soft Skills Required:

• The Business Analyst should have strong written and verbal communication skills and be able to effectively work with multiple stakeholders such as director and senior managers.
• High attention of detail
• Time management
• Relationship building
• Be curious and seek solutions

Degrees or certifications:

• Bachelor’s degree in a related field required

Best VS. Average Candidate:

• Ideal candidates will have experience in Wealth Management and with GIC products. Moreover, experience with commission and compensation is appreciated.
• Please ensure that all submittals are great communicators and have a growth mindset.

Interview schedule:

• One round of interview via MS Teams with Director and team – 1 hour – behavioral and technical questions