Business Analyst (Insurance and Wealth domain)
About the role
"Role Summary Seeking a results-driven BSA with strong Canadian Insurance and/or Wealth Management experience to bridge business and technology teams, define high-quality requirements, and support delivery of regulatory, digital, and transformation initiatives. Key Responsibilities • Elicit, analyze, and document business, system, data, and non-functional requirements. • Partner with business stakeholders, product owners, and technology teams to deliver strategic initiatives. • Create user stories, process flows, functional specifications, acceptance criteria, and traceability artifacts. • Support SIT/UAT planning, test case review, defect triage, release readiness, and production validation. • Drive Agile ceremonies, backlog refinement, impact assessment, and solution walkthroughs. Required Experience • 7+ years of Business Analyst / Business Systems Analyst experience. • Hands-on experience in Canadian Insurance and/or Wealth Management domains. • Knowledge of Group Benefits, Claims, Life Insurance, Investment Products, RRSP, TFSA, Portfolio Management, and Client Onboarding. • Familiarity with Canadian regulatory considerations including OSFI, CIRO, FINTRAC, AML/KYC, and privacy requirements. Technical Skills Delivery Tools Jira, Confluence, Azure DevOps Analysis SQL, data analysis, data mapping, reconciliation Integration API understanding, system integration, service-oriented architecture Process Mapping Visio, Lucidchart, BPMN-style process flows Preferred Qualifications • CBAP, CCBA, PMI-PBA, SAFe, CSC, IFIC, or Wealth Management Essentials certification is an asset. • Experience working with major Canadian insurers, wealth firms, banks, or financial services platforms. • Strong executive communication, stakeholder management, analytical thinking, and problem-solving skills. Ideal Candidate Profile A domain-aware BSA who can translate complex insurance and wealth business needs into clear technology outcomes, improve delivery clarity, and support measurable business value across Canadian financial services programs. "
Similar Jobs
Business Analyst (Insurance and Wealth domain)
About the role
"Role Summary Seeking a results-driven BSA with strong Canadian Insurance and/or Wealth Management experience to bridge business and technology teams, define high-quality requirements, and support delivery of regulatory, digital, and transformation initiatives. Key Responsibilities • Elicit, analyze, and document business, system, data, and non-functional requirements. • Partner with business stakeholders, product owners, and technology teams to deliver strategic initiatives. • Create user stories, process flows, functional specifications, acceptance criteria, and traceability artifacts. • Support SIT/UAT planning, test case review, defect triage, release readiness, and production validation. • Drive Agile ceremonies, backlog refinement, impact assessment, and solution walkthroughs. Required Experience • 7+ years of Business Analyst / Business Systems Analyst experience. • Hands-on experience in Canadian Insurance and/or Wealth Management domains. • Knowledge of Group Benefits, Claims, Life Insurance, Investment Products, RRSP, TFSA, Portfolio Management, and Client Onboarding. • Familiarity with Canadian regulatory considerations including OSFI, CIRO, FINTRAC, AML/KYC, and privacy requirements. Technical Skills Delivery Tools Jira, Confluence, Azure DevOps Analysis SQL, data analysis, data mapping, reconciliation Integration API understanding, system integration, service-oriented architecture Process Mapping Visio, Lucidchart, BPMN-style process flows Preferred Qualifications • CBAP, CCBA, PMI-PBA, SAFe, CSC, IFIC, or Wealth Management Essentials certification is an asset. • Experience working with major Canadian insurers, wealth firms, banks, or financial services platforms. • Strong executive communication, stakeholder management, analytical thinking, and problem-solving skills. Ideal Candidate Profile A domain-aware BSA who can translate complex insurance and wealth business needs into clear technology outcomes, improve delivery clarity, and support measurable business value across Canadian financial services programs. "