Senior Business Analyst/ Project Manager- Wealth Management

Category: Project Management
City: Toronto, Ontario, Canada
Position ID: J0719-1210
Employment Type: Full Time

Position Description

Join Canada's largest IT services company as Senior Business Analyst- Wealth Management for its projects in financial sector.

Since our founding in 1976, CGI has been working with more than 2,500 financial institutions in more than 40 countries. CGI provides a full spectrum of managed services—from the IT and business process outsourcing to systems integration and consulting—that are transforming our clients’ operations and helping them to succeed.

Your future duties and responsibilities

• Identify and analyze clients’ business needs and requirements
• Participate in analysis and definition of product business requirements
• Identify and analyze non functional requirements both from a client’s business needs and product system needs
• Lead/participate in requirements workshops both internally and with client’s to identify business needs and requirements
• Document current business processes, business flows, rules and artifacts, and propose business processes, business flows, rules and artifacts
• Produce detailed requirements documents and requirements traceability matrices utilizing traditional documentation methods (business requirements, functional and non functional specifications) and current documentation processes of User Stories, Business and System Use Cases, Business Flows, etc.
• Prepare solution requirements by translating business requirements into functional and system requirements
• Review and analyze existing product effectiveness and efficiency
• Ensure new software integration meets functional requirements, systems compliance and interface requirements
• Lead requirements walkthrough sessions with technical and QA resources ensuring that business and system requirements are understood, information is adequate to facilitate design, development and testing of the business requirement
• Participate in quality reviews of deliverables including test cases and results
• Participate in design reviews to ensure requirements are being addressed
• Partner with project managers, technical resources, QA resources, vendors, and Management to ensure accurate execution of project requirements on time with exceptional quality
• Provide leadership; mentor other team members

Required qualifications to be successful in this role

• 8+ or more years of progressive experience as a Project Manager or Business Analyst in related Information Technology / Information Systems environments
• Knowledge in Fund Accounting and Wealth Management.
• Experience with business process re-engineering and business process modeling
• Hands on expertise in Agile Requirement analysis techniques used in SCRUM methodology
• Experience documenting business rules, data models, business cases and business case summaries and User Stories
• Excellent oral and written communication skills
• Detailed oriented with ability to appropriately summarize to address a variety of audience needs
• Relationship management- ability to establish and build working relations and partnerships with clients, vendors, and peers
• Experience in facilitating workshops
• Excellent presentation skills
• Ability to multi task
• Decision making and critical thinking- knowledge of tools and techniques for effective use of a broad range of factors, assumptions, frameworks and perspectives when solving business problems
• Post-secondary education in relevant discipline or equivalent work experience
• Canadian Securities Course


  • Business Acumen
  • Wealth Management

What you can expect from us

Build your career with us.

It is an extraordinary time to be in business. As digital transformation continues to accelerate, CGI is at the center of this change—supporting our clients’ digital journeys and offering our professionals exciting career opportunities.

At CGI, our success comes from the talent and commitment of our professionals. As one team, we share the challenges and rewards that come from growing our company, which reinforces our culture of ownership. All of our professionals benefit from the value we collectively create.

Be part of building one of the largest independent technology and business services firms in the world.

Learn more about CGI at

No unsolicited agency referrals please.

CGI is an equal opportunity employer. In addition, CGI is committed to providing accommodations for people with disabilities in accordance with provincial legislation. Please let us know if you require a reasonable accommodation due to a disability during any aspect of the recruitment process and we will work with you to address your needs.