Scotiabank

Business Analyst - Global Wealth Management

Scotiabank$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of business analysis experience in financial services or wealth management
  • Expertise in Agile delivery and business analysis techniques
  • Strong understanding of wealth management and client onboarding processes
  • Exceptional communication and documentation skills
  • Experience working with engineering teams on story refinement and validation
  • Strategic thinking with a knack for clarity in ambiguity
  • Experience with modernization or digital transformation projects

Responsibilities

  • Lead end to end business analysis for modernization initiatives
  • Produce artifacts like business requirements and user journey maps
  • Facilitate discussions with business partners to identify needs and gaps
  • Write concise user stories and support backlog refinement
  • Ensure understanding and traceability of business requirements
  • Participate actively in Agile team ceremonies
  • Collaborate with Product Owners to prioritize tasks

Benefits

  • Opportunity to transform the wealth management experience in Canada
  • Collaborative and dynamic Agile team environment
  • Engagement with diverse stakeholders including executives and technical teams
  • Focus on continuous improvement and driving efficiency in processes
  • Involvement in regulatory compliance and risk management activities
Full Job Description
Requisition ID: 272253

The Scotia Wealth Modernization Team is transforming the end to end wealth management experience across our Canadian Wealth businesses. We are looking for an experienced Business Analyst who has deep expertise in agile delivery, business process analysis, journey mapping, and requirements definition. This role is ideal for someone who excels at translating business needs into clear, actionable user stories, collaborates closely with engineering teams, and communicates with confidence across business and technology stakeholders.

Is this role right for you? In this role you will:
  • Lead end to end business analysis activities for modernization initiatives, from problem framing through to solution validation
  • Produce high quality artifacts such as business requirements, process maps, current/future state workflows, user journey maps, and acceptance criteria
  • Facilitate conversations with business partners to understand needs, identify gaps, and recommend solutions aligned to business outcomes
  • Write clear, concise, and testable user stories; support backlog grooming and story refinement sessions with engineering and QA teams
  • Ensure business requirements are clearly understood and traceable through development and testing
  • Act as a core contributor within the Agile team, participating in ceremonies such as backlog refinement, sprint planning, reviews, and retrospectives
  • Collaborate with Product Owners to prioritize work based on value, risk, and dependencies
  • Support iterative delivery by continuously validating outcomes against user and business expectations
  • Conduct detailed analysis of existing wealth management processes and customer journeys to identify modernization opportunities
  • Define and document future state processes that drive efficiency, reduce manual work, and enhance advisor and client experiences
  • Partner with business and operations teams to ensure proposed changes are practical, clearly understood, and aligned to operational realities
  • Communicate complex concepts in a clear, structured, and compelling manner tailored to diverse audiences - business executives, advisors, operations teams, and technical specialists
  • Facilitate workshops, discovery sessions, and decision making conversations with confidence and clarity
  • Act as a liaison between business stakeholders and technical teams, ensuring alignment throughout the delivery lifecycle
  • Identify regulatory, compliance, and audit considerations within requirements and ensure they are accounted for in solution design
  • Partner with Compliance, Legal, and Risk teams as needed to validate impacts and ensure regulatory adherence


Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
  • 3+ years of business analysis experience, ideally within financial services or wealth management
  • Proven expertise in Agile delivery and business analysis techniques - journey mapping, process mapping, story writing, backlog management, and acceptance criteria definition
  • A strong understanding of the wealth management landscape and client onboarding experiences, including regulatory and operational considerations (e.g., KYC, MFDA/IIROC/CIRO, suitability, product processing)
  • Exceptional communication, facilitation, and documentation skills
  • Experience collaborating closely with engineering teams on story refinement and solution validation
  • The ability to think strategically, ask the right questions, and drive clarity in ambiguous situations
  • A continuous improvement mindset and willingness to challenge the status quo
  • Experience with modernization or digital transformation initiatives
  • Exposure to enterprise platforms such as Salesforce, PEGA, onboarding applications, or wealth account opening systems
  • Certification in Agile, or related business analysis disciplines


Location(s): Canada : Ontario : Toronto

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
5 Year Trend
+7%
NASDAQ

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