Business Analyst, CWMIA Business Initiatives
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Key skills for this role
About the Role
Scotiabank seeks a Business Analyst to support strategic initiatives across Canadian Wealth Management. The role involves research, requirements gathering, process analysis, and documentation to align business needs with client and advisor experience.
Key Skills for This Role
Responsibilities
- Conduct detailed research and analysis to support strategic initiatives and business priorities across Canadian Wealth Management
- Gather, document, and validate business requirements from business line SMEs and key stakeholders
- Analyze current state processes, identify gaps, and support development of future state recommendations
- Prepare clear, structured documentation including business requirements, process maps, and supporting materials
- Support engagement with business line partners to understand day to day challenges and opportunities
- Consolidate input from multiple stakeholders into consistent, well documented insights
- Assist in tracking and organizing business feedback to inform prioritization and decision making
- Support the documentation of client and advisor journeys, including identifying pain points and improvement opportunities
- Assist in ensuring solutions are aligned with business needs and are consistent across lines of business
- Support initiative execution by tracking deliverables, timelines, and dependencies
- Assist in preparing materials for working sessions and stakeholder updates
- Maintain documentation and artifacts to support transparency, auditability, and knowledge sharing
Requirements
- Undergraduate degree in business, finance, or related field
- 3 5 years of experience in wealth management, financial services, or business analysis
- Strong analytical and problem solving skills
- Experience gathering and documenting business and functional requirements
- Proficiency in PowerPoint, Excel, and process mapping tools (e.g., Visio)
- Familiarity with wealth management business models
- Understanding of regulatory considerations (CIRO, OSC)
Full Job Posting
Overview
- The Business Analyst, Canadian Wealth Management Business Initiatives, supports the planning, analysis, and execution of cross line of business strategic initiatives across ScotiaMcLeod, MD Financial Management, and SJF.
- Working as a key team member within the Business Initiatives function, the BA role partners closely with the Director and the broader CWM and Product Owner team to conduct research, gather and document requirements, and support initiative delivery.
Is this role right for you? In this role, you will:
- Conduct detailed research and analysis to support strategic initiatives and business priorities across Canadian Wealth Management
- Gather, document, and validate business requirements from business line SMEs and key stakeholders.
- Analyze current state processes, identify gaps, and support development of future state recommendations.
- Prepare clear, structured documentation including business requirements, process maps, and supporting materials.
- Support engagement with business line partners to understand day to day challenges and opportunities.
- Consolidate input from multiple stakeholders into consistent, well documented insights for review by the Director and broader team.
- Assist in tracking and organizing business feedback to inform prioritization and decision making.
- Support the documentation of client and advisor journeys, including identifying pain points and improvement opportunities.
- Assist in ensuring solutions are aligned with business needs and are consistent across lines of business.
- Support initiative execution by tracking deliverables, timelines, and dependencies.
- Assist in preparing materials for working sessions and stakeholder updates.
- Maintain documentation and artifacts to support transparency, auditability, and knowledge sharing.
Do you have the skills that will enable you to succeed in this role?
- Undergraduate degree from an accredited university; business, finance, or related field preferred.
- 3–5 years of experience in wealth management, financial services, or business analysis roles.
- Strong analytical and problem solving skills, with the ability to interpret business needs and translate them into clear documentation.
- Experience gathering and documenting business and functional requirements in a structured format.
- Familiarity with wealth management business models (full service brokerage, advisory, and investment counsel) is an asset.
- Understanding of regulatory considerations impacting wealth management (e.g., CIRO, OSC) preferred.
- Strong organizational skills with the ability to manage multiple priorities and deadlines
- Effective written and verbal communication skills, with the ability to present information clearly and concisely.
- Proficiency in tools such as PowerPoint, Excel, and process mapping/documentation tools (e.g., Visio).
What's in it for you?
- The opportunity to join a forward thinking and collaborative team, surrounded by innovative thinkers.
- Access to career development and progression opportunities.
- An inclusive working environment that encourages creativity, curiosity, and celebrates success!
- Benefits such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one!
- Work life balance, team events, and opportunities to participate in the community.
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