Business Analyst - Business Initiatives

Job Description

What is the opportunity?
The Business Analyst will work with the Business Initiatives team supporting Regulatory, Cash Management, Forms and system initiatives. You will work closely with the Business Initiatives (BI) team, IT, Compliance, Operations and other head office groups to assist with identifying, analyzing, documenting and delivering improvements to client and advisor experiences while ensuring adherence to regulatory requirements.

What will you do?

• Research, analyze, prioritize suggestions and issues raised by advisory teams, training, operations and project teams and recommend solutions
• Develop and analyze spreadsheets and documents for new and existing initiatives or maintenance projects (small to large of varying complexity)
• Performing user acceptance and implementation testing for CS, COB, myDashboard, Bankwire, ACWS and ServiceLink applications and support testing and data reconciliation after releases are implemented
• Work with BI Managers on detailed requirement phases identifying, tracking, escalating and/or resolving business systems issues related to Regulatory, Cash Management and Forms initiatives.
• Assist with end user documentation, training and various initiatives and questions from advisory teams, Operations, IT and Training department
• Communicate to Advisory teams and collaborate with partners and colleagues who are impacted by an issue or remediation activity.
• Develop communications to post on DSNet, CounselNet and send in National emails
• Create environment and reputation of collaboration within the team and with our partners

What do you need to succeed?

Must Have

• Minimum of 3 years' experience and knowledge of DS or PHN client account opening and client service processes
• Broad knowledge of Canadian Wealth Management systems (e.g. ClientSource, ClientView, eSignLite, Investment Policy Statement Tools, myDashboard and ServiceLink)
• Must be motivated and work independently with minimal supervision
• Exceptional relationship, communication and analytical skills. Ability to communicate and collaborate effectively with internal partners
• Developed problem solving skills and innovative thinking
• On occasion, will be required to work on weekends or weeknights to complete implementation testing

Nice to Have

• Proficient in Microsoft products especially Excel
• Familiar with project framework and methods of gathering requirements
• Knowledge of regulatory bodies; IIROC, CSA, OSC, CRA, FINTRAC, Consumer Protection

What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business and geographies

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JOB SUMMARY
City: Toronto
Address: 155 Wellington St. W
Work Hours/Week: 37.5
Work Environment: Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 0-25
Exempt/Non-Exempt: N/A
Application Deadline: 11/18/2020
Platform: Wealth Management
Req ID: 289983
Ad Code(s):