Business Analyst - Global Wealth Management

Original job posting

Lead end-to-end business analysis activities for wealth management modernization initiatives, from problem framing to solution validation. Facilitate collaboration between business partners and technical teams to define requirements, user stories, and future-state workflows.

Job details

Requisition ID: 272253 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Scotia Wealth Modernization Team is transforming the end to end wealth management experience across our Canadian Wealth businesses. We are looking for an experienced Business Analyst who has deep expertise in agile delivery, business process analysis, journey mapping, and requirements definition. This role is ideal for someone who excels at translating business needs into clear, actionable user stories, collaborates closely with engineering teams, and communicates with confidence across business and technology stakeholders. Is this role right for you? In this role you will: Lead end to end business analysis activities for modernization initiatives, from problem framing through to solution validation Produce high quality artifacts such as business requirements, process maps, current/future state workflows, user journey maps, and acceptance criteria Facilitate conversations with business partners to understand needs, identify gaps, and recommend solutions aligned to business outcomes Write clear, concise, and testable user stories; support backlog grooming and story refinement sessions with engineering and QA teams Ensure business requirements are clearly understood and traceable through development and testing Act as a core contributor within the Agile team, participating in ceremonies such as backlog refinement, sprint planning, reviews, and retrospectives Collaborate with Product Owners to prioritize work based on value, risk, and dependencies Support iterative delivery by continuously validating outcomes against user and business expectations Conduct detailed analysis of existing wealth management processes and customer journeys to identify modernization opportunities Define and document future state processes that drive efficiency, reduce manual work, and enhance advisor and client experiences Partner with business and operations teams to ensure proposed changes are practical, clearly understood, and aligned to operational realities Communicate complex concepts in a clear, structured, and compelling manner tailored to diverse audiences — business executives, advisors, operations teams, and technical specialists Facilitate workshops, discovery sessions, and decision making conversations with confidence and clarity Act as a liaison between business stakeholders and technical teams, ensuring alignment throughout the delivery lifecycle Identify regulatory, compliance, and audit considerations within requirements and ensure they are accounted for in solution design Partner with Compliance, Legal, and Risk teams as needed to validate impacts and ensure regulatory adherence Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have: 3+ years of business analysis experience, ideally within financial services or wealth management Proven expertise in Agile delivery and business analysis techniques — journey mapping, process mapping, story writing, backlog management, and acceptance criteria definition A strong understanding of the wealth management landscape and client onboarding experiences, including regulatory and operational considerations (e.g., KYC, MFDA/IIROC/CIRO, suitability, product processing) Exceptional communication, facilitation, and documentation skills Experience collaborating closely with engineering teams on story refinement and solution validation The ability to think strategically, ask the right questions, and drive clarity in ambiguous situations A continuous improvement mindset and willingness to challenge the status quo Experience with modernization or digital transformation initiatives Exposure to enterprise platforms such as Salesforce, PEGA, onboarding applications, or wealth account opening systems Certification in Agile, or related business analysis disciplines Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

What you’ll do

Lead end-to-end business analysis activities for wealth management modernization initiatives, from problem framing to solution validation. Facilitate collaboration between business partners and technical teams to define requirements, user stories, and future-state workflows.

Requirements

Requires 3+ years of business analysis experience, preferably within the financial services or wealth management sector. Candidates must possess strong expertise in Agile methodologies, process mapping, and the ability to communicate complex concepts to diverse stakeholders.

Listed skills

• Compliance · Preferred
• Process Mapping · Preferred
• Business analysis · Preferred
• Salesforce · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business Analysis
• Agile Delivery
• Journey Mapping
• Process Mapping
• Requirements Definition
• User Stories
• Backlog Management
• Wealth Management
• Financial Services
• Stakeholder Management
• Compliance
• Salesforce
• Pega
• Digital Transformation
• Acceptance Criteria
• Regulatory Adherence
• Sprint Retrospectives
• User Journey Mapping
• Solution Design
• Know Your Customer
• Sprint Planning
• Business Process Analysis
• Product Backlog Grooming
• Workflow Management
• Workshop Facilitation
• Private Banking
• Client Onboarding
• Agile Methodology
• American Sign Language (ASL)
• Auditing
• Commercial Banking
• Management
• Business Requirements
• Capital Markets
• Decision Making
• Communication
• Regulatory Compliance
• Continuous Improvement Process
• Document Formatting
• Investment Banking
• Operations
• Safety Assurance
• Strategic Thinking
• Testability
• User Story
• Writing

Job areas

• Finance & Accounting
• Technology
• Management & Leadership
• Data & Analytics
• Software
• Global Wealth Management Intern
• Business Analyst (General)
• Management and Organization Analysts
• Management Analysts