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Added 4 mins ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Rimouski, QC
- Full-time
Added 4 mins ago
M
Senior Accountant, Assurance and Accounting
MNP
Kemptville, ON
- Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial…
Added 19 mins ago
MC
Advisor Experience Specialist
Meridian Credit Union
Toronto, ON · Etobicoke, ON
- Full-time
The role: The Advisor Experience Specialist supports advisors a
Added 34 mins ago
MI
Advisor, Last Mile Optimization Ontario
Metro Inc.
Toronto, ON · Etobicoke, ON
- Full-time
Position Title: Advisor, Last Mile Optimization Ontario
Added 34 mins ago
IP
Licensed Assistant
iA Private Wealth
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…registered representative who wants to grow over time toward an advisor role. Stone Gable Investment is looking for a motivated and detail-oriented Licensed Assistant to support an…
Added 34 mins ago
SG
Junior Quantitative Advisor-QIS
Societe Generale
Montreal, QC
- Full-time
Added 34 mins ago
VB
Spec, Planning & Business Partnership - Finance
Vale Base Metals
Toronto, ON
- Full-time
Added 34 mins ago
TH
Principal - Workers' Compensation
TELUS Health
Halifax, NS
- Full-time
…and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and…
Added 34 mins ago
Financial Advisor - Midland, ON
Scotiabank
Midland, ON
Added 34 mins ago
Financial Advisor - Yorkdale Shopping Centre, North York, ON (37.5 hours/week)
Scotiabank
Toronto, ON · North York, ON
Added 34 mins ago
Manager, Quantitative Strategies & Analytics
Scotiabank
Toronto, ON
…quantitative tools that enhance the investment process and advisor-facing impact. Operating at the intersection of data analytics, finance, and technology, the role requires…
Added 34 mins ago
Manager, Quantitative Strategies & Analytics
Scotiabank
Toronto, ON
…quantitative tools that enhance the investment process and advisor-facing impact. Operating at the intersection of data analytics, finance, and technology, the role requires…
Added 34 mins ago
Manager, CWM Analytics, GWM - Toronto/Ottawa
Scotiabank
Toronto, ON
Added 34 mins ago
Financial Advisor - Eglinton & Bathurst, Toronto, ON
Scotiabank
Toronto, ON · North York, ON
Added 34 mins ago
Senior Financial Advisor - 3rd Street, Medicine Hat, AB
Scotiabank
Medicine Hat, AB
Added 34 mins ago
SL
Wealth Specialist
Sun Life
Toronto, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
Added 34 mins ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Bordeaux-Cartierville-Saint-Laurent
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 34 mins ago
D
Personal Finance Advisor
Desjardins
Bécancour, QC · Caisse Desjardins Godefroy
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 34 mins ago
D
Advisor, Business strategies
Desjardins
Montreal, QC
- Full-time
As a Business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service delivery;…
Added 34 mins ago
D
Account Manager, Business
Desjardins
Levis, QC
- Full-time
Added 34 mins ago
C
Administrative Assistant
CIBC
Winnipeg, MB
- Full-time
Added 49 mins ago
B
Senior Relationship Manager
BMO
Charlottetown, PE
- Full-time
BMO's Canadian Middle Market team partners with private companies and public sector organizations to provide strategic financial solutions that fuel business success. As a trusted advisor,…
Added 49 mins ago
NU
Admissions Advisor - Canada
Niagara University
Vaughan, ON
- Part-time
Under general supervision, the Admissions Advisor – Ontario, Canada
Added 49 mins ago
L
Principal - Workers' Compensation
LifeWorks
Fredericton, NB · Halifax, NS
- Full-time
…and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and…
Added 1 hour ago
VB
Senior Financial Analyst
Vaco by Highspring
Toronto, ON
- $40 to $50 CAD / hour
- Contract
Act as an internal accounting policy advisor, providing IFRS guidance and advisory services to finance and business stakeholders.

Iris Software Inc.

BSA Wealth Management

Toronto, ON, Canada

Contract

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Job details

Job type: Contract
Apply by: Dec 3, 2026
Posting language: English
Posted: Nov 3, 2026

Original job description

Iris's direct client, one of the Top 5 Bank in Canada, is looking to hire a BSA Wealth Management for a long term opportunity at Remote.

Our Client is a Canadian multinational financial services company and the largest bank in Canada by market capitalization. The bank serves over 17 million clients and has more than 89,000 employees worldwide. Bank is serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services

Position: BSA Wealth Management

Location: Toronto, ON (Hybrid)

Duration: 12+ Months

Domain: Banking

Requirement

Wealth Management business analysis experience across Portfolio Management, Client Reporting, Surveillance/Compliance, Advisor Platforms, and Investment Operations.
Strong in requirements gathering, user stories, acceptance criteria, process mapping, and traceability.
Hands-on experience with Jira, Azure DevOps, and Confluence in Agile environments.
Proficient in SQL and data analysis for validation and business rule verification.
Experience conducting stakeholder workshops and collaborating with business, technology, and QA teams.
Knowledge of AI/LLM-assisted analysis and AI-DLC principles.
Excellent communication, documentation, problem-solving, and stakeholder management skills.

Thanks and Regards,

Raghav Ranjan

Iris Software / SSA Infosystems Inc

Royal Bank Plaza – North Tower

200 Bay Str. Toronto, ON, M5J 2J2

Email: raghav.ranjan@irissoftware.com

www.irissoftware.com

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More about this job

Responsibilities

Analyze business needs across wealth management areas, including portfolio management, client reporting, surveillance and compliance, advisor platforms, and investment operations. Gather and document requirements, map processes, validate data and business rules, and collaborate with business, technology, and QA stakeholders in an Agile environment.

Requirements

Candidates should have wealth management business analysis experience and be skilled in requirements gathering, user stories, acceptance criteria, process mapping, and traceability. Hands-on experience with Jira, Azure DevOps, Confluence, SQL, data analysis, stakeholder workshops, and knowledge of AI/LLM-assisted analysis and AI-DLC principles are also requested.

Skills

Wealth Management Business Analysis
Requirements Gathering
User Stories
Acceptance Criteria
Process Mapping
Requirements Traceability
Jira
Azure DevOps
Confluence
Agile
SQL
Data Analysis
Stakeholder Workshops
Business Rule Verification
AI/LLM-Assisted Analysis
Stakeholder Management

Visa sponsorship

Not detected in the job text

Hiring contact

Raghav Ranjan

Hiring contact email

raghav.ranjan@irissoftware.com

Keywords

Wealth Management
Business Analysis
Portfolio Management
Client Reporting
Surveillance
Compliance
Advisor Platforms
Investment Operations
Requirements Gathering
User Stories
Acceptance Criteria
Process Mapping
Requirements Traceability
Jira
Azure DevOps
Confluence
Agile
SQL
Data Analysis
Business Rules
Stakeholder Workshops
Quality Assurance
AI/LLM-Assisted Analysis
AI-DLC
Banking

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