CI Financial

Senior Business Systems Analyst

CI Financial • $69K — $119K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Extensive understanding of financial products and business processes.
  • Strong experience in business system analysis and requirements gathering.
  • Proven ability to implement business process improvements.
  • Hands-on experience with JIRA for agile project execution.
  • Deep knowledge of agile methodologies and cross-functional teams.
  • Expertise in User Acceptance Testing (UAT).
  • Strong analytical and problem-solving skills.

Responsibilities

  • Collaborate with teams to document and manage business requirements.
  • Ensure business requirements are complete and secure sign-off.
  • Investigate business issues and recommend viable solutions.
  • Document requirements as user stories in JIRA.
  • Establish partnerships with business users for optimal solutions.
  • Communicate complex concepts to non-technical audiences.
  • Develop and execute test plans for high-quality implementations.

Benefits

  • Modern HQ location within walking distance from Union Station.
  • Training reimbursement for continual learning.
  • Paid professional designations and certifications.
  • Employee Savings Plan (ESP) to assist with financial planning.
  • Enhanced group benefits and wellness programs.
  • Parental leave top-up for new parents.
  • Paid time off for volunteering initiatives.
Full Job Description
We are looking for a Senior Business System Analyst to join our talented Product team in the Wealth Technology group at CI Wealth. In this role you will partner with the business and IT to implement solutions and processes to achieve our strategic goals. RESPONSIBILITIES Requirements Gathering & Documentation - Collaborate with project managers, BSAs, developers, and technical teams to identify, document, and manage business requirements and specifications. - Ensure business requirements are complete, correct, consistent, concise, and achievable, securing sign-off from business owners. - Proactively investigate, understand, and articulate business issues, processes, and opportunities, recommending viable solutions. - Document new requirements as user stories in JIRA and maintain project documentation in alignment with the JIRA framework. Stakeholder Engagement & Communication - Establish and maintain strong partnerships with business users to determine optimal solutions for business and system needs. - Set stakeholder expectations appropriately and effectively communicate complex concepts to non-technical audiences. - Organize and facilitate stakeholder meetings, ensuring key actions and decisions are documented and followed up on. - Act as a liaison between business and IT teams, soliciting input from subject matter experts and ensuring alignment with business goals. Testing & Quality Assurance - Support testing phases by developing and executing test plans and test cases to ensure high-quality implementations. - Verify test output, report critical issues, and coordinate resolutions with relevant teams. - Ensure thorough documentation of test results and assist in the transition from project implementation to operational support. Teamwork - Provide guidance and mentorship to junior Business Systems Analysts, helping them develop their analytical, technical, and communication skills. - Support knowledge-sharing within the team by contributing to best practices, documentation, and training initiatives. - Assist junior team members in refining requirements, improving documentation quality, and understanding Agile and testing methodologies. Qualifications & Skills - Extensive understanding of financial products, business processes, procedures, and best practices. - Strong experience in business system analysis, requirements gathering, and documentation. - Proven ability to recommend and implement business process improvements. - Hands-on experience with JIRA for backlog management and agile project execution. - Deep knowledge of agile methodologies and experience working within cross-functional agile teams. - Expertise in User Acceptance Testing (UAT), including developing and executing test plans to validate functionality against documented requirements. - Strong focus on quality assurance to ensure successful implementation of solutions. - Proven ability to lead meetings, facilitate discussions, and communicate effectively with both technical and non-technical stakeholders. - Strong verbal, written, and presentation skills. - Strong analytical and problem-solving skills with keen attention to detail. - Excellent organizational and multitasking abilities to deliver high-quality work under pressure. - Self-motivated with the ability to work independently and collaboratively as part of a team. - Experience with information systems and exposure to project management processes. - Solid business skills with the ability to bridge the gap between technology and business needs. QUALIFICATION REQUIREMENTS Experience - 7 years of hands-on experience in wealth management and technology solution delivery through full development cycle (requirements gathering, testing and implementation) Education/Training - University degree in Computer Science & Mathematics, Commerce & Finance, Engineering, or equivalent industry-related business experience This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $69,500 - $119,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company. This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

About CI Financial

CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
Learn more about CI Financial
Size
1,793 employees
Market Cap
$1.7 billion
Industry
NASDAQ

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