At Capco, we're looking for an experienced Business Analyst to join our Wealth & Asset Management practice in Toronto. You'll support business and technology initiatives focused on account transfers, operational processes, and platform enhancements within the banking and wealth management sector.
This role offers the opportunity to work closely with business stakeholders, technology teams, and testing teams to support the successful delivery of solutions across a broad range of account types and financial products.
What You'll Do- Support the analysis, documentation, and refinement of business requirements for ATON and non-ATON transfers, including inbound and outbound account transfers.
- Work with business and technology stakeholders to understand account transfer workflows, identify process gaps, and define business requirements.
- Support the transition from requirements analysis into testing, ensuring business scenarios, acceptance criteria, and expected outcomes are clearly documented.
- Collaborate with testing teams to develop and execute test scenarios across multiple account types and financial products, including defect investigation and resolution.
- Facilitate stakeholder discussions, track issues and dependencies, and support successful delivery of business and technology enhancements.
What We're Looking For- Minimum 5 years of experience as a Business Analyst within banking, wealth management, asset management, or financial services.
- Experience working with ATON and non-ATON transfers, including inbound and outbound transfer processes.
- Understanding of wealth management operations, account structures, financial products, and end-to-end account transfer lifecycles.
- Experience translating business requirements into functional specifications, user stories, acceptance criteria, and testing scenarios.
- Strong analytical, communication, and stakeholder engagement skills, with experience collaborating across business, technology, and quality assurance teams.
Bonus Points For- Experience supporting wealth management platform implementations, migrations, or enhancements.
- Knowledge of registered and non-registered investment accounts and a range of investment products.
- Familiarity with Canadian wealth management operations, transfer regulations, and industry processes.
- Experience with system integration testing (SIT), user acceptance testing (UAT), and defect management.
- Familiarity with Agile delivery methodologies and tools such as Jira and Confluence.
BenefitsWe offer a competitive, people-first benefits package designed to support every aspect of your life:
- Comprehensive Benefits Coverage: 100% company-paid health, life, and disability insurance effective from Day 1 of employment.
- Retirement Savings Program: Registered Retirement Savings Plan (RRSP) with the option of receiving a matching employer contribution.
- Virtual Health Care: Company-paid program available to all employees and their dependents/partners.
- Employee & Family Assistance Program (EFAP): Company-paid support services for employees and their dependents/partners.
- Parental Leave Top-Up: Enhanced parental leave benefits available from Day 1 of employment.
- New Parent Gift: A company-sponsored gift to celebrate the arrival of a new child.
- Wellness Support: Fitness reimbursement benefit to promote health and well-being.
- Business Coach from Day 1: Personalized one-on-one coaching to support career growth, accelerate development, and help achieve your professional goals at Capco.
