AI Wealth Management Business Analyst

Title

AI Wealth Management Business Analyst

Location

Toronto, ON (Hybrid, 2-3 days onsite)

Duration

6+ Months (Possible extension)

Summary

We have an immediate need for Business analysts specifically around using agentic AI for centralized Operational & Support groups to enhance their workflows.

Key Responsibilities

• Ability to build and manage relationships with senior leaders providing thought leadership for informed decision making
• Ability to collaborate and guide discussions on approach, scope, etc. with various stakeholders.
• Collaborate with cross‑functional teams, including sales, product, analysts, legal, PR, development, QA, etc. to deliver accurate positioning and storytelling of products and solutions.
• Lead Workshops, elicit and document business requirements in order to construct personas, identify user profiles, and write requirement documents both as user stories and in waterfall formats.
• Translate and break down complex business concepts into specific actionable requirements including reporting/dashboard views for senior management.
• Ability to work on process mapping and gap analysis by documenting the current state and future state workflows
• Support user acceptance testing (UAT), scenario modeling, and reporting requirements

Must Haves

• 8+ years of experience as a Business Analyst gathering requirements for Wealth Investment, insurance underwriting, portfolio risk management or banking sector; familiar with onboarding/offboarding/client profile/account set up concepts
• In‑depth knowledge of gathering data and functional requirements for automating workflows or agentic AI capabilities
• Proficiency in MS Office Suite (Excel, PowerPoint, Outlook, Word, JIRA/Confluence, AI assistants/prompting)
• Excellent written and verbal communication skills for productive discussions, requirements gathering, and problem solving.