Business Operations Analyst

Role overview

Work arrangement and location

• The role follows a hybrid working schedule.
• The work location is 483 Bay Street in Toronto until approximately late 2026, then the new Mississauga office at 3 Robert Speck Parkway.
• Current work authorization for Canada is required.

Process improvement and requirements

• Analyze current processes, identify improvement and risk-mitigation opportunities, and design processes aligned with strategic goals.
• Work with the risk team to review processes and incorporate feedback into final designs.
• Use data and measurement processes to assess team efficiency and client experience, with attention to controls and risk mitigation.
• Create and deliver job aids and training materials to support process changes and adoption.
• Gather requirements for systems, resources, and tools; document them clearly for implementation.
• Create process maps, service blueprints, journey maps, and other documentation needed to capture requirements.

Projects and stakeholder coordination

• Support project intake by helping define scope, timing expectations, and deliverables.
• Manage ad hoc projects, ensuring timely delivery and adherence to risk, compliance, and legal standards.
• Coordinate internal and external collaborators, monitor progress, resolve issues, and support project execution.
• Build stakeholder relationships and liaise among business units, technical teams, vendors, and learning and development partners.
• Monitor wealth-management trends and suggest innovations and improvements.

Client reporting

• Run client reports from the IM System and perform quality-control checks.
• Review client reporting with the Operations Team and collaborate with the IM System Product Owner on report development and enhancements.
• Document reporting processes and controls.

Experience and qualifications

• At least 2 years of experience in wealth or investment management.
• At least 2 years of experience in business analysis and/or project management.
• University degree or equivalent work experience.
• Strong communication, analytical, and project-management skills; ability to articulate business requirements clearly.
• Understanding of wealth management and a customer-centric approach with empathy.
• Investment Representative (IR) or Registered Representative (RR) licence is an asset; an insurance designation is also an asset.

Compensation

• Annual total cash compensation, including base salary and target discretionary performance bonus, ranges from CAD 79,000 to CAD 101,000 depending on experience and qualifications.
• RRSP contributions begin after six months of employment.

Benefits and development

• Benefits include employer-paid health premiums, mental-health coverage, parental-leave top-up, home-office equipment support, and paid time off.
• Additional offerings include flexible working arrangements, professional development, tuition reimbursement, and employee resource groups.