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Business Analyst

Insight Global

Toronto, Canada

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Job Description

Day-to-Day

Insight Global is looking for a Business Analyst to join one of Canada’s largest Banks. The ideal candidate will bring strong Wealth Operations and Canadian brokerage experience to support regulatory and operational initiatives.


Must haves:

  • Strong background in the Canadian Brokerage industry; CSC, CPH or similar courses preferred
  • Deep Wealth Operations knowledge, including client onboarding, account transfers, cash movements, corporate actions, estates, tax/reporting, trade processing, settlements, mutual funds, and reconciliations
  • Experience with Wealth Ops regulatory initiatives (e.g., CRM, Total Cost Reporting, tax-related initiatives, annual remediations)
  • Exposure to Managed Portfolio Solutions
  • Hands-on experience with Wealth systems such as Broadridge, FundSERV, FIS Wealthware, FIS Global Plus, W360, AWS, myWealth, RIS
  • Familiarity with workflow/BPM tools (myWealth, AWS, or similar)
  • Proven experience as a UAT Lead (strategy, test case design, execution support)
  • Strong communication and stakeholder management skills




We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

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