Pay Rate: $50
Location: Toronto ON
Job Type: Contract
Our client, a top 5 bank in Canada is looking to hire a Business Analyst on a 12-month contract role with a strong possibility of extension. This position is twice a month in office.
You will be responsible for the following duties:
  • Lead and instill a customer-focused culture within the team to enhance client relationships and leverage broader Bank resources, systems, and knowledge
  • Act as the Product Owner for approved financial planning software, overseeing updates and regular maintenance.
  • Liaise with Product Owners and development teams, collaborating with field support teams to transfer business knowledge and ensure seamless implementation.
  • Develop, implement, and manage national training programs for Client Solutions.
  • Build a high-performance environment within the team. Implement a people strategy that attracts, retains, develops, and motivates team members.
  • Serve as a subject matter expert for various platforms, leading the development of user support.
  • Drive ongoing enhancements and development of digital solutions to support Total Wealth Planning engagements.
  • 8+ years with Financial Planning.
  • Prior Business Analyst experience.
  • 3-5 years experience planning for high-net-worth clients.
  • CFP designation acquired through FP Canada.
Nice-To-Have Skills:
  • Experience with Step, CLU and/or Salesforce.
  • Experience with Conquest Planning.
If you are interested in this opportunity, kindly send your resume in MS Word format to today!