Business Systems Analyst

Company Overview

PWL Wealth Management is a premier independent Canadian Wealth Management firm. Canadian 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 IIROC member firm. Both PWL Conseil and PWL Capital are wholly owned subsidiaries of PWL Wealth Management, with more than 90 employees.

About the Opportunity

The successful candidate for the Business Systems Analyst position will specialize in providing system specific analysis, software testing and application support on projects, enhancements and operations support related to PWL’s information systems. The candidate will be the liaison between a variety of user groups to ensure interfaces for our business ’s software and hardware are user friendly.

Responsibilities & Activities

Responsibilities will include, but are not limited to, the following:

• Define, document, and translate business requirements into detailed functional specifications, considering non-functional requirements
• Business process mapping for as-is and to-be processes
• Identifying opportunities for improving business processes
• Creating, executing, and reviewing Test Plans and Test Scenarios
• Validating Test Results and analyzing defects
• Prepare and conduct reviews and training sessions
• Produce technical requirements based on high level business requirements
• Good SQL skills to troubleshoot data related issues
• Assistance to 2nd level support activities.
• Understand the client and advisor team experience to offer self-service BI solutions to the business units

Qualifications & Skills

We’re looking for an individual with the right skill set, work ethic, and personality to fit in with our team. While prior experience in financial services administration is an asset, it’s not essential if you meet the following requirements:

• Bachelor’s degree in Business and/or Computer Science/IT or equivalent experience
• Certifications in any related business or technical competencies would be an asset
• 1-2 years of business analysis experience in software development, preferable on Azure based platforms
• Strong data analysis with ability to handle complex business rules
• SQL query skill level of at least 3 on a scale of 1-5 with 5 being highest
• IT Methodologies: Waterfall, Agile
• Strong experience with Microsoft tools: Excel, Word, Visio, PowerPoint
• Personal organization skills to manage work effort to produce quality documentation in a productive and efficient manner
• Takes ownership and has strong written and verbal communication skills to express concepts that are appropriate to the target audience
• Collaborate and build effective working relationships with colleagues across technology and the business to achieve business and IT objectives
• Flexible and adaptable to changing priorities

Why PWL?

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 over twenty-five years.