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Added 19 mins ago
RJ
Senior Trust Advisor
Raymond James
Victoria, BC · Vancouver, BC
- Full-time
…services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust and agency services to clients of Raymond James Ltd, it’s…
Added 1 hour ago
IF
Internal Wholesaler
iA Financial Group
Vancouver, BC
- Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 1 hour ago
IF
Accounting Advisor
iA Financial Group
Quebec, QC
- Full-time
…feel confident and secure about their future? As an Accounting Advisor, you will play a key role in preparing financial management information, providing accounting support to various…
Added 1 hour ago
IF
Senior Compliance Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Senior Compliance Advisor, you will play a key role in the development and evolution of the compliance programs for iA Auto and Home Insurance and Prysm General Insurance. Working…
Added 1 hour ago
IF
Internal Wholesaler
iA Financial Group
Toronto, ON
- Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 1 hour ago
IF
Senior Advisor, Promotion
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 1 hour ago
IF
Legal Counsel- Transversal Affair- Employment
iA Financial Group
Toronto, ON
- Full-time
…Transversal Affairs - Employment, you’ll serve as a trusted advisor and be at the core of our mission. Here are the main…
Added 1 hour ago
IF
Business Improvement Advisor
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC
- $66,862 to $115,371 CAD / year
- Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 1 hour ago
IF
Intern – Associate, Investment Products and Platforms
iA Financial Group
Toronto, ON
- $23.5 to $29.5 CAD / hour
- Full-time
Are you driven by finance and wealth management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Intern…
Added 1 hour ago
IF
Investigation Advisor - Group Insurance
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 1 hour ago
IF
Strategic Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 1 hour ago
IF
Senior Corporate Actuarial Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Senior Corporate Actuarial Advisor, you will play a key role in strategic decision-making, actuarial governance, and the evolution of our practices. You will gain a 360-degree view of…
Added 1 hour ago
IF
Senior Project Manager, FinOps & Cloud Foundations
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 1 hour ago
IF
Sales Associate
iA Financial Group
Toronto, ON
- Full-time
Develop and share ideas, strategies, and sales concepts that support advisor growth and business development.
Added 1 hour ago
IF
Senior Advisor, IT Disaster Recovery and Resilience
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
As a Senior Advisor, IT Disaster Recovery and Resilience, you will act as the owner of the IT recovery framework and as an influential leader of the corporate technology recovery program.…
Added 1 hour ago
IF
Corporate Branch Manager
iA Financial Group
Vancouver, BC
- $58,422 to $92,583 CAD / year
- Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 1 hour ago
IF
Senior Risk Management Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Are you driven by risk management and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Senior Risk Management…
Added 1 hour ago
IF
Inside sales specialist
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC · Vancouver, BC
- Full-time
Leveraging internal tools and digital platforms to support advisor engagement, activity tracking, and case management.
Added 1 hour ago
IF
Financial Performance Advisor – 12-Month Temporary Position
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 1 hour ago
IF
Inside Sales Specialist
iA Financial Group
Toronto, ON
- Full-time
Leveraging internal tools and digital platforms to support advisor engagement, activity tracking, and case management.
Added 2 hours ago
FC
Business Analyst - Fidelity Wealth
Fidelity Canada
Toronto, ON
- Full-time
…requirements prioritization. Acting as a critical liaison between Wealth Management business teams and IS delivery teams, you will translate complex business needs - including investment…
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Mississauga, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 3 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 6 hours ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
Added 6 hours ago
RB
Associate Wealth Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…

Affinity

Business Analyst

Burnaby, BC, Canada

Contract

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Job details

Job type: Contract
Apply by: Nov 5, 2026
Experience: Agile Delivery Experience – 3+ years of experience creating user stories, acceptance criteria, backlog items, and supporting testing/UAT within Agile environments.
Posting language: English
Posted: Oct 6, 2026

Original job description

Job Description

On behalf of our client, Affinity is seeking a Business Analyst who will support a diverse portfolio of strategic, technical, and regulatory initiatives across multiple business domains. You will collaborate closely with business stakeholders, subject‑matter experts, technology partners, and external vendors to understand problems, analyze processes, and define clear, actionable requirements that enable effective solution design and delivery.

This role blends business analysis, technical analysis, and cross‑functional coordination. You will help translate business objectives into solutions that enhance advisor and client experiences, strengthen operational efficiency, and advance the firm’s transformation priorities.

Core Responsibilities

Lead discovery and analysis activities to define business, functional, and non‑functional requirements across a range of initiatives.
Develop high‑quality BA deliverables, including process maps, workflow diagrams, business requirements, use cases, epics/user stories, acceptance criteria and data mappings.
Facilitate workshops, interviews, and working sessions with stakeholders at all levels to define, validate and refine business requirements
Conduct gap analysis, feasibility assessments, and impact analysis across systems and business processes.
Collaborate with architects, developers, QA, and SMEs to support solution design, test planning, UAT, and implementation.
Support change management, readiness planning, and post‑implementation validation activities.
Document complex end‑to‑end workflows across client‑facing, operational, and system‑driven processes.
Partner with SMEs to define requirements that enhance process efficiency, control, usability, and data accuracy.
Support initiatives involving integrations with internal systems and third‑party vendors.
Identify and clarify cross‑team dependencies, ensuring handoffs and responsibilities are well defined and understood.
Support initiatives involving workflow automation, service request management and enterprise platforms such as Service Now or comparable workflow solutions

What Success Looks Like In This Role

You build strong, trust‑based relationships with business partners, technology teams, and external vendors to drive shared understanding and alignment.
You communicate clearly and proactively, ensuring stakeholders stay informed, engaged, and confident in delivery progress.
You consistently bring clarity to complex or ambiguous problems by asking the right questions, synthesizing information, and translating business needs into well structured requirements.
You regularly look for ways to streamline processes, strengthen controls, improve client and advisor experiences, and advance the firm’s transformation goals.
You adapt quickly to shifting priorities and remain grounded, organized, and solutions‑focused in a fast‑paced environment.
You balance strategic thinking with hands‑on execution, producing high‑quality deliverables while identifying opportunities to streamline process and improve user experience.
You demonstrate curiosity, ownership and initiative by anticipating risk, surfacing dependencies and driving issues to resolution
You contribute to efficient, low‑rework delivery by defining accurate requirements, supporting testing and validation activities, and partnering closely through implementation.
You help ensure solutions meaningfully improve advisor and client experiences.

Expertise You Bring

Ability to concurrently work across multiple projects in a dynamic, high‑accountability environment.
Proficiency with JIRA, Confluence, Visio, and Microsoft Office.
Comfort analyzing data using Excel, SQL, or equivalent tools to validate requirements and support decision‑making

Top Skills Necessary

Financial Services experience - 3-5+ years supporting front-, middle-, and back‑office functions in the financial services industry such as wealth management platforms, advisor and regulatory workflows, account servicing, onboarding, financial reporting, trading, portfolio management, or investment operations.
Requirements and Process Analysis - 3 – 5+ years of proven experience as a Business Analyst including gathering business requirements, facilitating workshops, creating process maps, documenting user stories, and producing end-to-end BA deliverables.
Stakeholder Management - Ability to engage advisors, operations teams, technology teams, compliance, and external vendors to drive consensus and solution definition.
Agile Delivery Experience – 3+ years of experience creating user stories, acceptance criteria, backlog items, and supporting testing/UAT within Agile environments.
Process Improvement and Transformation - Track record identifying process inefficiencies and supporting workflow automation, operational improvements, and digital transformation initiatives.

Affinity Earn

Know someone who’s great for this, or any of our open roles? Earn up to $4,000/year for each successful referral through Affinity Earn. You can also earn up to $50,000 for helping us find new clients. Learn about our referral program at https://affinity-group.ca/earn/ or browse our jobs & follow us at https://www.linkedin.com/company/affinity-staffing/jobs/

About Affinity

Affinity Group is a technology and business consulting and services company. We believe in creating long term relationships between clients and consultants that foster a mutually beneficial partnership. Affinity is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit and business need.

For more information on Affinity, please visit www.affinity-group.ca

Job Number: 14014

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More about this job

Responsibilities

Lead discovery and analysis across strategic, technical, and regulatory initiatives, producing requirements, process maps, user stories, and other business analysis deliverables. Coordinate with stakeholders, technology teams, and vendors to support solution design, testing, implementation, change readiness, and process improvement.

Requirements

Requires 3–5+ years of business analysis and financial services experience, including requirements and process analysis across financial services functions. Candidates should have Agile delivery experience, strong stakeholder management and process improvement skills, and proficiency with JIRA, Confluence, Visio, Microsoft Office, and data analysis tools such as Excel or SQL.

Skills

Business Analysis
Requirements Gathering
Process Analysis
Stakeholder Management
Agile Delivery
User Stories
Acceptance Criteria
Process Mapping
Gap Analysis
Impact Analysis
UAT
Financial Services
Workflow Automation
JIRA
Confluence
SQL

Visa sponsorship

Not detected in the job text

Keywords

Business Analysis
Financial Services
Wealth Management
Requirements Gathering
Functional Requirements
Non-Functional Requirements
Process Mapping
Workflow Diagrams
Use Cases
Epics
User Stories
Acceptance Criteria
Data Mapping
Gap Analysis
Feasibility Assessment
Impact Analysis
Agile
Backlog Management
Testing
UAT
Change Management
Workflow Automation
Service Request Management
ServiceNow
JIRA
Confluence
Visio
Microsoft Office
Excel
SQL

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