Canadian Wealth Management Business Analyst
Insight Global
Canadian Wealth Management expertise meets trading platform modernization in this Business Systems Analyst position with Insight Global. Use AI tools to accelerate analysis and documentation.As a Business Systems Analyst, you will partner with business and technology teams supporting a major trading platform modernization initiative. The work includes gathering requirements, analyzing trading processes, and examining portfolio management practices. Your background should include Canadian Wealth Management, trade lifecycle knowledge, and hands-on AI tool use.Key Responsibilities:
Partner with business and technology teamsGather requirements from relevant stakeholdersAnalyze trading and portfolio management processesLeverage AI tools for analysis and documentationSupport a major trading platform modernization initiativeRequirements:
Five or more years of Canadian Wealth Management experienceUnderstanding of order initiation, rebalancing, execution, and postingKnowledge of cash management, IPS, positions, and performance metricsExperience eliciting and documenting requirementsHands-on use of Copilot, ChatGPT, or similar AI toolsApply your Wealth Management, requirements analysis, and AI tool experience to trading platform modernization at Insight Global.
#J-18808-Ljbffr
Partner with business and technology teamsGather requirements from relevant stakeholdersAnalyze trading and portfolio management processesLeverage AI tools for analysis and documentationSupport a major trading platform modernization initiativeRequirements:
Five or more years of Canadian Wealth Management experienceUnderstanding of order initiation, rebalancing, execution, and postingKnowledge of cash management, IPS, positions, and performance metricsExperience eliciting and documenting requirementsHands-on use of Copilot, ChatGPT, or similar AI toolsApply your Wealth Management, requirements analysis, and AI tool experience to trading platform modernization at Insight Global.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Canadian Wealth Management Business Analyst in Winnipeg, MB vacancy
- Apply Canadian Wealth Management expertise to trading platform modernization as a Business Systems Analyst with strong requirements skills.Insight Global seeks a Business Systems Analyst with five-plus years of Canadian Wealth Management experience. You will partner with business...Suggested
Insight Global
Winnipeg, MB1 hour ago - Apply wealth management expertise and complex SQL skills as a Business Analyst in Toronto, with hybrid attendance three days weekly onsite.This mid-senior contract supports banking, wealth management, and asset management initiatives. The Business Analyst elicits requirements...SuggestedContract work
Intelliswift - An LTTS Company
Winnipeg, MB1 hour ago - ...Fidelity Canada is hiring a Business Analyst to support the Wealth Management division within Information Services. You will define, analyze, and deliver technology and process solutions for private wealth and HNW clients, working on cross‑organizational projects and Agile...Suggested
Fidelity International
Winnipeg, MB1 hour ago $60k - $100k per year
...Parkway.At Fidelity, we’ve been helping Canadian investors build better financial... ...areas as we continue to grow our business into the future. Working with us... ...Make an Impact As a Business Analyst supporting Fidelity Canada’s new Wealth Management division within the Information...SuggestedWork at officeFlexible hoursFidelity International
Winnipeg, MB1 hour ago- A software consulting firm is seeking a Business System Analyst for a contract position based in Toronto, Ontario. The ideal candidate will... ...business systems analysis, with a strong focus on SQL and wealth management. The role offers hybrid work flexibility, allowing for a combination...SuggestedContract workRemote work
Iris Software Inc.
Winnipeg, MB1 hour ago - Grow an established wealth management practice in Toronto, Calgary, or Vancouver through client... ...relationships, capital markets expertise, and business development.As a Client Portfolio... ...will collaborate with Portfolio Managers, Analysts, and Associates while strengthening...
Guardian Capital Advisors
Winnipeg, MB1 hour ago $250k - $300k per year
.... As a forward thinking asset manager, we build dynamic relationships... ...opportunities for long term wealth creation. Our talented, global... ...culture to our globally diverse business, we offer opportunities not... ...as Head of Private Markets, Canadian Wealth Management. This individual...Long term contractTemporary workLocal areaFlexible hoursFranklin Templeton
Winnipeg, MB1 hour ago- Area(s) of interest: Information technology Location(s): Montreal As a Chief Business Analyst in the IT Delivery Wealth Management - ADVICE train team at National Bank, you’ll liaise with business teams and delivery teams. You’ll work in Agile mode and will be...Flexible hours
Banque Nationale du Canada
Winnipeg, MB1 hour ago - ...of Price have never changed – business integrity, first-class... ...Job Summary A Business Analyst (BA) acts as the connector between... ...updates to stakeholders and managers • Maintain accurate project... ...dependencies • Assist with change management, user communication, and...Work at office
- ...territory planning, relationship management, and financial services sales expertise.This Business Development Manager role focuses... ..., territory management, wealth management, investments, insurance... ...experience, preferably SalesforceStrong Canadian financial services and mortgage...
HomeEquity Bank
Winnipeg, MB1 hour ago - ...Business Intelligence Analyst Location: Winnipeg, MB (Onsite) Turning Information into Business Intelligence. Driving Better Decisions.... ...research platforms to improve productivity and information management Develop and maintain structured workflows that improve...Full timeFor contractors
- Lead business performance and strategic initiatives for TD Private Wealth Management in Toronto, using financial analysis and scenario planning.As Manager, Business Performance & Strategic Initiatives, you will establish PWM performance capabilities and support leadership decisions...
TD
Winnipeg, MB1 hour ago - ...strategy for Export Packers’ national retail business in Brampton, applying market intelligence... ...hybrid schedule.As National Key Accounts Manager, you will strengthen long term partnerships while expanding business with major Canadian retailers. The role combines account...Long term contract
Export Packers Company
Winnipeg, MB1 hour ago $110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive... ...perspective. SWP+ serves Canadian and US investors/households with... ...worth). As a CG Wealth Management team, SWP+ is a highly exclusive... ...to significantly grow our business over the next 10 years, offering...Long term contractWork at office- ...RTLS Business Analyst Winnipeg, Canada (Hybrid) 3 days in office Description We’re Civica and we make software that helps deliver critical services for citizens all around the world. From local to state government, to education, to health and care, over 5,000 public...Daily paidLong term contractPermanent employmentFull timePart timeFor contractorsWork at officeLocal areaFlexible hours
- ...Canada Lottery Corporation (WCLC) is looking to add a Senior Business Systems Analyst to our Application Delivery team. You'll play a crucial role... ...that help us support our customers. With your ability to manage stakeholders and collaborate effectively with technical teams...Full time
- ...growth.As National Sea Logistics Development Manager, Export, you will guide national export... ...interpreting market trends, supporting business development, and helping customers navigate... ...: Identify new opportunities across Canadian export marketsShare market intelligence and...
Kuehne+Nagel
Winnipeg, MB1 hour ago $120k - $215k per year
Date limite pour présenter sa candidature : 10/30/2026 Adresse : 100 King Street West Groupe de famille d'emploi : Marketing Offrir des conseils et du soutien relativement aux objectifs de marketing d’un secteur d’activité ou d’un groupe d’exploitation. Tenir ...Part timeBMO
Winnipeg, MB1 hour ago$75.5k - $125k per year
...Time - We are hiring a Senior IT Business Systems Analyst. This is a hybrid role located in London... ..., Commerce, Business Administration, Management Information Systems, etc.) or equivalent... ..., physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians...Permanent employmentFull timePart timeInternshipFlexible hours- ...SUMMARY: Join a highly visible Finance Business Systems team that sits at the... ...hiring for two Finance Business Systems Analyst positions. Both roles partner closely with... ...Role Focus - Oracle Enterprise Performance Management (EPM): Strategic planning, budgeting and...Full time
- ...problems.To be the best in the business, we cultivate a dynamic,... ...complexities of global mobility and Canadian immigration. You will work... ...Lawyers and Business Immigration Analysts in a dynamic, high-volume environment... ..., we help organizations manage cross-border compliance,...Permanent employmentTemporary workLmiaPnpWork at officeRemote work
Vialto
Winnipeg, MB1 hour ago - Job Title: Manager, Business Analysis – Dynamics 365 (F&O / CRM) Location: Onsite / Hybrid (Minimum 3–4 days onsite per week)Department: IT... ...capabilities. You will act as both a Functional Leader and Business Analyst, working directly with business owners to capture requirements...Long term contract3 days per week
Recruiting in Motion
Winnipeg, MB1 hour ago - ...We AreHomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national... ...Greatness Position SummaryThe Business Development Manager is responsible for growing referral business... ...development, territory management, wealth management, investments, insurance, or...Long term contractLocal areaHome office1 day per week
HomeEquity Bank
Winnipeg, MB1 hour ago - 87599# Business Analyst and Product ManagerMontrealHybridAgility and Product ManagementApplyWith over 30 years of recognized expertise, COFOMO is now a leading Canadian consulting firm specializing in digital and artificial intelligence. Supported by more than 3,000 experts...
Cofomo
Winnipeg, MB1 hour ago - ...We Are HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading... ...Inspire GreatnessPosition Summary The Business Development Manager is responsible for growing referral business... ...business development, territory management, wealth management, investments, insurance, or...Long term contractLocal areaHome office1 day per week
HomeEquity Bank
Winnipeg, MB1 hour ago - A leading technology firm is seeking a Business Analyst specializing in Wealth Management. This role requires over 10 years of experience in the Banking sector, with responsibilities including requirement elicitation, documentation, and collaboration with technology and business...
Intelliswift - An LTTS Company
Winnipeg, MB1 hour ago - ...TAX ANALYST – BUSINESS INCENTIVES Winnipeg, Manitoba Full-Time, Onsite NFI is a leading... ...findings and recommendations to Senior Management on a quarterly basis. Provide both... ...the Company, working closely with the Canadian, UK, and U.S. Tax Managers. Partner...Full timeInternshipImmediate start
- ...how often (in days) to receive an alert: Title: Senior Business Analyst (Fraud Management)Requisition ID: 277343Join a purpose driven winning team,... ...and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking...Work at officeFlexible hours
Scotiabank
Winnipeg, MB1 hour ago - Canadian business immigration law meets client advisory at Vialto, with hybrid and remote work available across Canada. Apply legal expertise... ...guidance, workforce mobility advice, and client service. You will manage matters involving work permits, Labour Market Impact...Permanent employmentLmiaRemote work
Vialto
Winnipeg, MB1 hour ago - Advise multinational organizations on Canadian business immigration at Vialto Law in Vancouver, using legal expertise and strategic problem-solving in a hybrid setting.This full-time lawyer manages corporate immigration matters for foreign nationals and employers across Canada...Permanent employmentFull timeTemporary workPnp
Vialto
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Canadian Wealth Management Business Analyst. Be the first to apply!
Related searches
- business analyst intern Winnipeg, MB
- conseiller en gestion des ressources humaines Winnipeg, MB
- business analyst contract Winnipeg, MB
- entry level business analyst Winnipeg, MB
- business analyst co-op Winnipeg, MB
- junior business analyst Winnipeg, MB
- business data analyst Winnipeg, MB
- business analyst Winnipeg, MB
- business analyst utilities Winnipeg, MB
- knowledge management analyst Winnipeg, MB