Project Management Office

6 months ago

Mississauga, Canada Investment Planning Counsel Full time

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.

Our Project Management Office team is currently growing We’re seeking a Business Analyst - someone who is enthusiastic, creative, imaginative, well spoken, works well independently as well as on a team, can manage multiple projects/deliverables as well as enjoys hard work and challenges and is driven to deliver results.

**WE WANT YOU TO JOIN OUR TEAM OF WINNERS**

At Investment Planning Counsel we’ve designed every aspect of the Business Analyst role with you in mind.

**What is the role of the Business Analyst?**
- Assist business leaders to define business problems and/or opportunity and perform benefit analysis for specific projects and initiatives.
- Manage requirements gathering through facilitating JAD sessions, documenting functional and non-functional requirements, usability/user experience requirements, data requirements, in partnership with business partners and 3rd party resources.
- Perform requirements/analysis risk assessment and provide recommendations for development and implementation approach.
- Collaborate with developers and systems analysts to ensure a smooth transition of requirements to solution.
- Work with the EDO team and Project Manager to determine and manage project tasks, activities, documentation, time information per internal standards.
- Support business and technology teams by leading business and systems analysis to support design, development, and delivery.
- Collaborate with internal and 3rd party integrators to ensure quality standards are met.
- Manage all aspects of test management from creating test strategy, supporting unit testing, executing quality assurance testing, and supporting user and production acceptance testing.
- Support the development of team members from a professional and technical perspective.

**What traits and competencies should a Business Analyst possess?**
- Excellent communication skills, spoken and written, to convey or present factual and conceptual information on issues which require detailed explanation and interpretation.
- Well-developed influencing skills sufficient to resolve distinct problems and/or negotiate appropriate solutions.
- Detail oriented with excellent analytical and creative problem-solving skills, including the ability to deal with situations where information is difficult to obtain, complex or ambiguous.
- Proven ability to manage multiple projects to tight timelines with ability to prioritize.
- Must have advanced knowledge of MS Visio, and the entire Microsoft Office suite.

**What are the preferred qualification**s?
- 5+ years progressive experience in a similar role in the Financial Services industry.
- Expert planning, analysis, and problem-solving ability required. Must be able to manage and monitor activities across multiple projects within timeframes. An understanding of the Software Development Life Cycle (SDLC) as well as general knowledge of, and experience applying, project management methodology.
- Knowledge of investment software
- Post-secondary diploma or degree in business, computer science, economics, or related discipline. Knowledge of BABOK is required and IIBA or IFTA certification is a strong asset.
- Knowledge of financial services, financial markets and particularly the mutual fund industry. Strong business and systems analysis skills test planning and testing skills, troubleshooting skills and experience with multiple environments and architectures. Experience in data gathering and facilitation techniques (i.e. meetings and JAD sessions). Experience with requirements management, use case and modeling tools.

**What to expect at IPC?**
- Awesome support in providing industry-leading training to help you succeed in your role
- Awesome community involvement opportunities through IPC Cares
- Awesome perks: benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun
- Awesome recognition: kudos, all-star program, rising star, and the circle of excellence
- Awesome Leadership teams that know your name
- Awesome hybrid working environment
- If someone you know sounds like a great fit for this role, send them this job posting and encourage them to apply_
- If you continue in the selection process, please notify us of any particular accommodation you might require. Any information you send us will be treated with complete confidence._
- ___________________

Investment Planning Counsel (IPC) est l’une des entreprises indépendantes de gestion de patrimoine qui connaît la croissance la plus rapide au Canada. Nous sommes des gens provenant de divers horizons, mais qui travaillent tous à un même objectif : aider des conseillers et des conseillères à bâtir leur entreprise grâc

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