Who Can Apply
- Candidates must be legally authorized to work in Canada
Job Description
Insight Global is seeking Senior Business Analysts with strong Wealth Management domain expertise to support front‑office initiatives focused on client onboarding, account portfolio experience, and digital investment platforms. This role sits close to the business and requires deep understanding of investing concepts, trading, and product recommendation engines, with exposure to emerging AI‑enabled initiatives. This is a highly visible role supporting initiatives that integrate wealth, retail, and digital channels, ensuring seamless client and advisor experiences.
Key Responsibilities
- Lead business analysis for wealth management front‑office initiatives including integrating the experience on onboarding and account portfolio or AI‑driven recommendation engines
- Translate business needs into functional requirements, user stories, and process flows
- Collaborate closely with technology, product, and architecture teams to ensure alignment
- Support delivery in a hybrid Agile/Waterfall environment
- Participate in sprint ceremonies, UAT planning, and stakeholder walkthroughs
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
- 7+ years of experience as a Business Analyst in Wealth Management or Capital Markets, ideally in Front-Office environments
- Strong understanding of:
- Investment products (mutual funds, ETFs, managed products, etc.)
- Trading concepts and portfolio evaluation
- Front‑office wealth platforms
- Experience supporting digital onboarding and account portfolio platforms or AI driven solutions
- Proven ability to work across business and technology teams
- Experience working in hybrid Agile/Waterfall delivery models
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.