Business Analyst - WM/Capital Markets/Brokerage

An Initial AI Screening will be conducted for this role. Please Click Here to complete your AI screening while submitting your application.

Duration: 6 months

Daily Responsibilities:

• Lead current-state assessments across approximately 80 Bank branches.
• Conduct detailed data gathering and analysis related to branch compliance and supervisory activities.
• Partner with Branch Managers, Regional Directors, Managers of Administration, and other key stakeholders to collect and validate information.
• Facilitate interviews and working sessions to understand operational processes, roles, responsibilities, and workload distribution.
• Analyze collected data to identify trends, inconsistencies, risks, and opportunities.
• Develop process maps, workflow documentation, and operational assessments.
• Create heat maps, summaries, dashboards, and prioritization frameworks to support decision-making.
• Perform deep-dive analysis of business processes without prematurely moving into solution design.
• Identify opportunities for operational efficiencies and potential transition of activities to centralized supervision teams.
• Support future-state design discussions and recommendations as the project progresses.
• Prepare presentation materials and executive-level summaries for leadership review.
• Collaborate closely with project sponsors and business leaders throughout the initiative.

Must-Have Skills:

• 5-8 years of Business Analysis experience conducting current-state assessments, business process reviews, and operational analysis.
• Experience gathering requirements through stakeholder interviews, workshops, and documentation reviews.
• Proven ability to communicate effectively with senior stakeholders including Senior Managers, Directors, and Executives.
• Strong process mapping and workflow analysis experience.

Nice-To-Have Skills:

• Experience within Wealth Management, Brokerage, Financial Services, Banking, Capital Markets (GBM), or related financial institutions.
• Prior experience supporting Wealth Technology, GBM, or similar business functions.
• Project Management experience or exposure to project delivery methodologies.
• Knowledge of branch operations, compliance, supervision, or regulatory processes.

Soft Skills:

• Demonstrated ability to communicate clearly and effectively at all levels, both written and verbal, with the flexibility to move between strategic storytelling and tactical messaging.
• Excellent verbal and written communication skills.
• Ability to independently drive workstreams and manage stakeholder relationships.
• Strong critical thinking, problem-solving, and analytical capabilities.

Education:

• Post-undergraduate degree in Business, Marketing, Communications or related discipline.

FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is C$50 – C$65/hour. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.