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Added 11 mins ago
MF
Business Systems Analyst
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 11 mins ago
AB
Senior Actuarial Analyst
AGA Benefit Solutions
Montreal, QC
- $35.67 to $44.6 CAD / hour
- Full-time
The Senior Analyst also supports Advisors and Account Directors in evaluating the financial and strategic aspects of employee benefit plans. Their expertise enables them to work with a high…
Added 11 mins ago
GT
Senior BI Developer / Data Analyst - DAX and Power Query
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $85 to $100 CAD / hour
- Contract
Experience in financial services or another highly governed enterprise environment.
Added 11 mins ago
OC
Financial Reporting Analyst
Options Consulting Solutions
Toronto, ON
- $85,000 to $95,000 CAD / year
- Full-time
Are you a financial analyst or accounting analyst who enjoys the reporting side of the job more than the month-end grind? This role is your next step.
Added 11 mins ago
R&
Data Analyst III
Robertson & Company Ltd.
Toronto, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 26 mins ago
Finance Manager, Investments
Westerkirk
Victoria, BC
Reporting to the Director of Finance, the Finance Manager, Investments leads the accounting and financial reporting for Westerkirk’s investment entities. The role has broad exposure across…
Added 26 mins ago
MS
Senior Analyst, Real Estate Investments
Make Space
New Westminster, BC
- Full-time
The Senior Analyst, Real Estate Investments sits in our Business Intelligence team and owns the models that drive our biggest decisions: which funds we launch, which facilities we buy,…
Added 26 mins ago
SF
Loss Prevention Analyst
Soul Foods Group
BC · British Columbia, Canada
- $68,000 to $75,000 CAD / year
- Full-time
The Loss Prevention Analyst plays a critical role in protecting company assets, supporting operational integrity, and ensuring a strong financial control environment across all Canadian…
Added 26 mins ago
KR
Senior Treasury Analyst
KIT Recruitment
Mississauga, ON
- $90,000 to $110,000 CAD / year
- Full-time
KIT Recruitment is partnering with an established organization to recruit a Senior Treasury Analyst to join its growing finance team.
Added 41 mins ago
T
Sr. Business Systems Analyst
TD
Toronto, ON
- Full-time
We are looking for a Senior Business Systems Analyst who can bridge business needs and technology solutions while bringing strong systems-analysis capability, technical curiosity, and…
Added 41 mins ago
KH
Accounting Analyst
Kicking Horse Coffee
Invermere, BC
- $58,000 to $70,000 CAD / year
You'll play a key role in keeping our financial information accurate, timely, and meaningful. Working alongside the kick-ass Accounting team, you'll support month-end close activities,…
Added 41 mins ago
CO
Executive Assistant
City of Belleville
Belleville, ON
- $83,128.45 to $98,961.48 CAD / year
- Full-time
The Executive Assistant provides high-level administrative, analytical, financial and operational support to the Director, Fire and Emergency Services. This position supports strategic…
Added 41 mins ago
B
Client Transformation Analyst (Hybrid)
Broadridge
Toronto, ON
- Full-time
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…
Added 41 mins ago
A
Real Estate Development - Senior Analyst/Analyst, Lease Management
Aritzia
Vancouver, BC
- Full-time
…operation of our world-class real estate portfolio. As the Senior Analyst/Analyst, Lease Management, you will support the accurate administration of lease obligations, maintenance of lease…
Added 56 mins ago
TR
Senior Financial Analyst, Financial Reporting
Torex Resources Inc
Toronto, ON
- Full-time
Working closely with corporate and site accounting teams, the Senior Financial Analyst will support external audits, address technical accounting matters, and provide financial analysis to…
Added 56 mins ago
IP
Application Support Specialist
Iconic Power Systems Inc.
Calgary, AB
- Full-time
The Junior ERP Application Support Analyst supports the organization’s Sage Intacct environment by troubleshooting application issues, maintaining system configuration and financial…
Added 56 mins ago
DI
Business System Analyst( Payroll)
Dawn InfoTek
Toronto, ON
- Contract
Dawn InfoTek Inc. is a professional IT consulting firm that partners with major financial institutions, investment firms, and government organizations. We are committed to delivering…
Added 56 mins ago
DS
BA Treasury
Damco Solutions
Mississauga, ON
- Full-time
Business Analysis experience within Banking/Financial Services
Added 56 mins ago
ZI
Senior Financial Analyst
ZenaTech Inc.
Toronto, ON
- Full-time
Working at the intersection of Finance and Operations, the Senior Analyst develops and maintains standardized job costing methodologies, reconciles operational and financial results, and…
Added 1 hour ago
WF
Security Analyst, GRC
West Fraser
Vancouver, BC
- Full-time
We’re seeking a Security Analyst, GRC to join our IT Security team in Vancouver, BC and help strengthen our cybersecurity posture through Governance, Risk & Compliance.
Added 1 hour ago
S
Accounts Receivable - Fixed Term Contract (12 Months)
SECURE
Calgary, AB
- Temporary
The Accounts Receivable Analyst plays an important role in supporting SECURE’s financial operations by managing customer accounts and driving timely, effective collection activities. This…
Added 1 hour ago
Performance Analyst
Canadian Natural
Calgary, AB
Make your mark while you grow your career! The Performance Analyst will ensure the accuracy and completeness of monthly accounting, forecasting and annual budgeting for the operating and…
Added 1 hour ago
Senior Associate, Finance & Strategy - Drive
DoorDash Canada
Toronto, ON
Partner with Accounting to analyze historical P&L performance, support month-end close, and ensure financial accuracy.
Added 1 hour ago
FI
Collateral Analyst
FP Inc.
Toronto, ON
- $30 to $47 CAD / hour
- Contract
1 to 4 years of experience in the financial industry, preferably Capital Markets
Added 1 hour ago
NI
Billing and Operations Analyst
Netcrawler Inc
Ajax, ON
- Full-time
The Billing and Operations Analyst owns two functions that protect our margin and our reputation. Billing means winning customer disputes and making sure every dollar we pay carriers and…

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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