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Added 1 hour ago
HB
Operations Analyst - Entry to Mid Level
Hi-Tech Business Hub
Canada
- Full-time
We are seeking a detail-oriented and analytical Operations Analyst to support business operations through data analysis, process improvement, and performance monitoring. This role is…
Added 1 hour ago
BC
Junior Data Analys
BIOAGRINEC CONSULTING & RECRUTEMENT
Canada
- Full-time
We are seeking a detail-oriented and analytical Junior Data Analyst to support data collection, reporting, and business intelligence initiatives. This role is ideal for recent graduates or…
Added 1 hour ago
AC
Senior Financial Analyst
Aston Carter
AB · Edmonton, Alberta
- $40 to $45 CAD / hour
- Contract
This contract Senior Financial Analyst role supports a service-focused business unit by providing deep financial and operational insights into labour economics, cost recovery, and margin…
Added 2 hours ago
QM
Senior Analyst, Accounts Payable & Financial Operations
Quantum Management Services Ltd.
Toronto, ON
- $42 to $48 CAD / hour
- Contract
Our client, a highly regarded organization in the financial services industry, is seeking an experienced and detail-oriented Senior Analyst, Accounts Payable & Financial Operations to join…
Added 2 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 3 hours ago
R|
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 3 hours ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 7 hours ago
AC
Senior Financial Analyst
Aston Carter
Calgary, AB
- $40 to $45 CAD / hour
- Contract
This contract Senior Financial Analyst role supports a service-focused business unit by providing deep financial and operational insights into labour economics, cost recovery, and margin…
Added 8 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 8 hours ago
KL
IT Analyst – Developer
Kativik llisarniliriniq
Montreal, QC
- Full-time
Reporting to the Business Solutions and Development Coordinator, the incumbent is responsible for analyzing, designing, developing and managing all aspects of development and programming to…
Added 8 hours ago
J
Quality Assurance Analyst
JobsMedia.io
Quebec, QC
- Full-time
At the heart of digital projects, your analytical mind, your attention to detail and your ability to anticipate issues will ensure the quality of applications and technological processes.…
Added 9 hours ago
KC
Logistics Analyst
Kia Canada
Mississauga, ON
- Full-time
The Logistics Analyst works closely with logistics providers and internal stakeholders to improve processes, maintain accurate reporting, support vehicle allocation and special vehicle…
Added 13 hours ago
Senior Data Analyst
Konrad
Toronto, ON
As a Senior Data Analyst, you are an experienced analytics professional who leads analytical initiatives and partners directly with stakeholders to shape data-informed strategy. You drive…
Added 13 hours ago
Product Analyst
Konrad
Toronto, ON
As a Product Analyst, you are an early-to-mid career professional with a strong foundation in data-driven decision making and a desire to grow both your product and consulting skill set.…
Added 13 hours ago
Data Analyst
Konrad
Toronto, ON
As a Specialist, Digital focused on Data Analytics, you are an early-to-mid career data professional with a strong foundation in analysis and a desire to grow both your technical and…
Added 13 hours ago
Systems Analyst
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Fort McMurray, AB
The Systems Analyst completes application configuration, development, technical resolution, and co-ordinates projects through all aspects of development life cycles. These cycles may…
Added 13 hours ago
Analyst, Organizational Effectiveness
Regional Municipality of Wood Buffalo
Fort McMurray, AB
Analysis and Reporting: Conducts detailed analyses of business processes and workflows, organizational structures, staffing levels, work assignments, time and leave reporting, and other…
Added 14 hours ago
R
Senior BI Developer/ Data Analyst
Raise
Toronto, ON
- Full-time
Tune the performance of paginated reports and troubleshoot reporting issues.
Added 14 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 15 hours ago
AC
Data Analyst
Aramark Canada
Mississauga, ON
- Full-time
The Data Analyst will support the design, integration, and continuous improvement of data solutions that connect internal systems and external partner platforms. This role transforms…
Added 15 hours ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 15 hours ago
R|
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 15 hours ago
BD
Business Process Analyst
Black Diamond Group
Calgary, AB
- Full-time
The Business Process Analyst supports ERP transformation initiatives across Black Diamond Group. Working closely with business stakeholders, process owners, project managers, technical…
Added 16 hours ago
D|
Total Rewards Operations Analyst, M&A (Contract)
DECIEM | THE ABNORMAL BEAUTY COMPANY
Toronto, ON
- Contract
Proficiency in Excel and curiosity about reporting and analytics tools (e.g., Power BI) plus AI/Gemini
Added 17 hours ago
B
Financial Analyst, Global Trade Services
BRP
Montreal, QC
- Full-time
We are looking for a Financial and Business Intelligence Analyst – Global Trade Services, reporting to the manager of Finance, Corporate Functions

Broadridge

Client Transformation Analyst (Hybrid)

Toronto, ON, Canada

Salary Range: $75,000 - $80,000 CAD. · Full-time

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Job details

Pay: Salary Range: $75,000 - $80,000 CAD.
Job type: Full-time
Posting language: English
Posted: Nov 6, 2026

Original job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

As a member of the Client Transformation Team, the Client Transformation Analyst engages on strategic business solutions opportunities and Canadian financial services clients. This role helps understand clients’ business objectives, assess opportunities for transformation, and connect those needs to relevant Broadridge solutions to recommend transformational roadmaps that will deliver meaningful business value that helps clients’ achieve their objectives.

Working with the Head of Client Transformation Canada, and colleagues across sales, business development, account management, product management, development, and delivery, the Analyst contributes to client discovery, transformation roadmaps, business cases, proposals, and supporting materials. This is a collaborative, hands-on role suited to someone who can learn complex concepts, organize information, and deliver clear, high-quality analysis and communications.

Key Job Functions/Responsibilities

Support client discovery: Participate in strategic client opportunities, help gather and organize information, and document client objectives, business drivers, requirements, and challenges.
Contribute to transformation roadmaps: Assist in developing multi-year, phased client journeys, including potential minimum viable products (MVPs) and milestones that connect client needs with Broadridge capabilities to delivery meaningful value.
Help shape solution recommendations: Build working knowledge of Broadridge products and services, including solutions already in use, their benefits, and their value propositions. Support the development of client-aligned solutions and messaging.
Prepare business cases and case-for-change materials: Help assess the people, process, technology, and data considerations of enterprise transformation opportunities involving Broadridge GTO and Wealth Canada solutions. Work with Broadridge teams during the internal estimate gathering process, project planning, financial modelling and proposal development stages.
Develop clear client and sales materials: Assist with proposals, presentations, solution templates, use cases, and sales collateral that explain client needs, recommended solutions, value, and key differentiators.
Track engagement progress: Prepare dashboards and status reports; monitor discovery activities, deliverables, milestones, risks, and issues; and raise items requiring attention to the appropriate team members.
Cross team engagement: Participate in meetings and action activities across internal teams to support alignment, timely decisions, and completion of agreed deliverables.
Support stakeholder communication: Build effective working relationships with internal and client stakeholders, communicate progress clearly, and help maintain alignment throughout discovery and planning.

Basic Skill Level Requirements

Education:

Bachelors degree in a related field, or equivalent work experience.

Experience:

At least two years of experience in a role supporting or serving the financial services industry.
Exposure to wealth management, financial services technology, or business transformation is beneficial.
Basic understanding of the financial services industry in Canada.

Skills:

Learning agility: Ability and interest in learning complex concepts, products, and client environments, and in continually building relevant knowledge.
Analysis and problem-solving: Able to gather information, structure findings, analyze business needs, and support evidence-based recommendations.
Clear communication: Strong written, verbal, and interpersonal skills; able to explain business problems, analysis, and proposed solutions to varied audiences.
Initiative-taker: Takes initiative, anticipates needs, and follows through on commitments with limited supervision.
Accountability: Owns assigned deliverables from start to finish, communicates progress, and risks, and consistently meets agreed deadlines.
Resourcefulness: Works through routine challenges independently, seeks relevant information, and knows when to ask questions or escalate.
Client and stakeholder engagement: Comfortable asking thoughtful questions, collaborating with colleagues and clients, and communicating with stakeholders at various levels.
Organization and delivery: Strong time-management skills and the ability to manage multiple tasks, meet deadlines, and produce accurate, high-quality work.
Business writing and presentation: Able to help create polished client-facing documents and presentations that connect business needs to solutions and expected value.
Documentation and evidence: Able to organize discovery findings, develop use cases, and document measurable proof points that support client benefits and value propositions.
Networking skills: Able to build and nurture relationships with various departments and stakeholders that are responsible for key Broadridge capabilities needed to participate in and support discoveries.

Tools:

Proficiency with Microsoft Word, Excel, and PowerPoint required.
Experience with Visio or similar diagramming tools is an asset.
Experience with project management tools such as Microsoft Project is an asset.
Experience with data analytics, SQL, or programming languages such as Java or JavaScript is an asset.
Experience using AI productivity tools is an asset.

Recruitment Process

Throughout the application process, you will be required to attend interviews in person. Our recruiters will explain the interview process at each stage and answer any questions you may have.

Compensation

Salary Range: $75,000 - $80,000 CAD. Compensation may vary depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives, and restricted stock units.
Bonus Eligible Position
Benefits: Medical, dental, life and vision insurance. RRSP program with company match, paid parental leave, competitive vacation days and more. Medical insurance starts immediately upon hire.

Vacancy Disclosure

This posting is for an existing and currently open position within Broadridge.

Background Check Process

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:

Employment verification
Education verification
Credit inquiry
Canadian criminal record check

Workplace Flexibility

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.

At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

Accessibility & Accommodation

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company - and ultimately a community - that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

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More about this job

Responsibilities

The Analyst supports client discovery by documenting business objectives and requirements while contributing to the development of transformation roadmaps and business cases. They also collaborate with internal teams to create sales materials, track engagement progress, and ensure alignment across various stakeholders.

Requirements

Candidates must have a bachelor's degree or equivalent experience and at least two years of experience in the financial services industry. Strong analytical, communication, and organizational skills are required, along with proficiency in Microsoft Office tools.

Skills

Business analysis
Strategic planning
Financial services
Wealth management
Project management
Data analysis
Communication
Problem-solving
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Visio
Microsoft Project
SQL
Java
JavaScript

Benefits

Medical insurance
Dental insurance
Life insurance
Vision insurance
RRSP program with company match
Paid parental leave
Competitive vacation days

Visa sponsorship

Not detected in the job text

Keywords

Client Transformation
Financial Services
Wealth Management
Business Transformation
Strategic Solutions
Business Cases
Roadmaps
Discovery
Stakeholder Communication
Data Analytics
SQL
Java
JavaScript
Microsoft Project
Visio
AI Productivity Tools
Project Management
Proposal Development
Financial Modelling
GTO
Wealth Canada
MVP
Business Drivers
Sales Collateral
Dashboards
Status Reporting
Client Discovery
Process Improvement
Technology Integration
Account Management

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