Business Analyst

PWL Wealth Management is a premier independent Canadian Wealth Management firm. Canadian based High Net Worth families entrust PWL to manage their investment portfolios on a discretionary basis and provide holistic financial advice for all facets of their lives. 

Financial Planning, Tax and Estate services are delivered via PWL Conseil, and investment management is delivered via PWL Capital which is a Broker Dealer and CIRO member firm. Both PWL Conseil and PWL Capital are wholly owned subsidiaries of PWL Wealth Management, with more than 100 employees. 

Position Summary 

Reporting to the Chief Operating Officer and collaborating with project resources and stakeholders form across PWL, the Business Analyst will be responsible for delivering effective and timely solutions to PWL’s evolving business needs with a particular focus on improving process quality and scalability. This role is ideal for an individual with business analyst and project experience with knowledge of capital markets, wealth management, financial planning, tax, portfolio management and who possess a natural ability understand processes and controls. The successful candidate should have the ability to work well within a dynamic team in a high-pressure environment. This position is not client-facing.  

Please note that this is an 18-month term contract position.   

Key Responsibilities 

• Lead working groups with stakeholders, project resources, and senior management to define problem statements, gather requirements, and prioritize projects and initiatives  
• Develop detailed system/software requirements documents to support solution development  
• Deliver high-quality project artifacts aligned with business needs  
• Collaborate with the technology team and senior management to define future-state processes and ensure alignment with the company’s strategic direction  
• Contribute to decisions related to solution architecture and technology choices  
• Lead change management activities, including impact analysis, communication planning, training documentation, and tracking user feedback  
• Ensure solutions meet business requirements by coordinating and executing requirements testing, tracking results, and prioritizing bug fixes and enhancements  
• Support post-implementation activities by managing the solution backlog (bugs and features) and maintaining user documentation 

Qualifications & Experience

• Minimum 5 years’ business analysis experience in other fields or related experience in project work  
• Bachelor’s Degree preferred in IT or Business Administration or combination of bachelor’s degree and relevant work experience  
• Experience in project management methodology considered an asset (Scrum, Kanban, Agile Waterfall)   
• Strong understanding of business concepts (with focus on wealth management, Finance and CRMs)  
• Persuasive communications skills (bilingualism considered an asset), advanced writing and editing skills,   
• Proven ability to distill complex information into clear and compelling communications including the ability to adapt writing styles for different audiences and vehicles  
• Ability to work independently or with others with minimal direction.  
• Broad understanding of IT domain experience, strong technical skills, business intelligence (working with data), and ability to fully understand the needs of the user  
• Demonstrated analytical skills including broad knowledge / use of business analysis tools such as business process mapping, use cases and various diagrams and process optimization  
• Demonstrated problem solving and critical thinking abilities  
• Demonstrated ability to quickly absorb and understand new and/or complex information and concepts  
• Experience in business transformation and system implementation (Insurance, Finance and HR fields preferred)  
• Intermediate Knowledge in Office 365, SharePoint, Power Platform (Apps and Flows)   
• Basic SQL knowledge and CRM Knowledge considered assets  
• Demonstrated ability to leverage AI tools (such as generative AI assistants, AI-powered analytics platforms, or similar) to accelerate research, synthesize information, and enhance the quality of analysis and deliverables — while applying sound judgment to evaluate, filter, and act on AI-generated outputs 

How to Apply 

We are a rapidly growing team with a diverse group of clients – there is never a dull moment. We are thought leaders in the financial services industry, and we have been putting our client interests first for 30 years. Please apply with your cover letter and CV detailing why you feel you are the right fit for this role.  We will contact you if you are accepted for a candidate interview. Thank you for your interest in this position. 

About the Hiring Process 

At PWL Capital, some of our job descriptions are developed or refined using AI-assisted tools to ensure clarity and consistency. However, we do not use AI or automated decision-making tools in our hiring process. All applications are received and reviewed by our People & Culture Team.  

We are committed to transparency in hiring. All candidates who interview for this role will receive an update on the hiring decision within 45 days of their final interview.