Business Systems Analyst, Mutual Funds Specialist

1 week ago


Old Toronto, Ontario, Canada CI Financial Corp. Full time
Job Summary

We are seeking a highly skilled Business Systems Analyst to support our Corporate Shareholder System Applications. As a subject matter expert, you will be responsible for supporting the business needs on system applications, conducting business analysis, and articulating business needs into system requirements.

Key Responsibilities
  • Act as a liaison between the business community and IT to provide technical solutions to meet user needs.
  • Demonstrate informed knowledge of business processes and rules to provide proper and efficient solutions.
  • Provide expertise on gap analysis and potential risks/issues on projects, enhancements, and initiatives.
  • Work collectively with business to articulate business requirements into system requirements for new enhancements or projects.
  • Responsible and accountable for the business requirements/specifications to be complete, correct, consistent, concise, and achievable.
  • Coordinate user acceptance testing with business stakeholders.
  • Investigative support and problem identification for day-to-day system and business issues.
  • Ensure continued integrity of existing production systems.
  • Provide expert guidance with hands-on help where required to solve complex and challenging business problems.
  • Participate and lead in scrum teams on development of applications.
  • Help ensure project and support tasks adhere to JIRA framework and documentation is maintained appropriately.
Requirements
  • 3 years of work experience in the Mutual Fund or Financial industry.
  • Familiarity with mutual fund transfer agency applications.
  • Extensive experience in business systems analysis.
  • Working experience of development tools and methodologies.
  • Experience in IT or with the delivery of IT-related projects.
  • Basic knowledge in relational databases and SQL.
  • Working knowledge of Fundserv is an asset.
  • In-depth understanding of various investment products.
  • Strong analytical capabilities are required along with a strong focus on attention to detail.
  • Excellent problem-solving and critical thinking skills.
  • Excellent communication skills (verbal and written).
  • Good interpersonal and team skills.
  • Ability to work independently and as a team member.
  • Strong organization skills capable of multitasking and the ability to deliver high-quality work under pressure.
  • Superior time management skills and ability to manage multiple priorities/deadlines.
What We Offer
  • Modern HQ location within walking distance from Union Station.
  • Flexible & Hybrid Work Program.
  • Equipment Purchase Program.
  • Training Reimbursement.
  • Paid Professional Designations.
  • Employee Share Purchase Program (ESPP).
  • Corporate Discount Program.
  • Enhanced group benefits.
  • Parental Leave Top–up program.
  • Fitness membership discounts.
  • Volunteer paid Days.
  • Complimentary vending machines.
About CI Financial Corp.

CI Financial Corp. is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.



  • Old Toronto, Ontario, Canada CI Financial Corp. Full time

    Job SummaryWe are seeking a highly skilled Business Systems Analyst to support our Corporate Shareholder System Applications. As a subject matter expert, you will be responsible for supporting the business needs on system applications, conducting business analysis, and articulating business needs into system requirements.Key ResponsibilitiesAct as a liaison...


  • Toronto, Ontario, Canada Fidelity Investments Full time

    About the Role We are seeking a highly motivated and experienced Mutual Fund Specialist to join our growing team. In this role, you will provide exceptional client service by handling a wide range of inquiries, processing transactions, and ensuring accurate record-keeping. Your Responsibilities Provide prompt and efficient responses to inbound client...


  • Toronto, Ontario, Canada Apex Systems Full time

    Job SummaryWe are seeking a highly skilled Lead Business Solutions Analyst to join our team at Apex Systems. As a key member of our organization, you will be responsible for leading business analysis efforts and working closely with stakeholders to drive business growth and success.Key ResponsibilitiesLiaise with business stakeholders to analyze requirements...


  • Toronto, Ontario, Canada Apex Systems Full time

    Job SummaryWe are seeking a highly skilled Lead Business Solutions Analyst to join our team at Apex Systems. As a key member of our organization, you will be responsible for leading business analysis efforts and working closely with stakeholders to drive business growth and success.Key ResponsibilitiesLiaise with business stakeholders to analyze requirements...


  • Toronto, Ontario, Canada Transamerica Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Registration Support Specialist to join our team at Transamerica. As a key member of our registration team, you will play a critical role in facilitating and supporting initial, reactivation, and reinstatement applications for mutual funds licenses.Key ResponsibilitiesFacilitate and support...


  • Toronto, Ontario, Canada Transamerica Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Registration Support Specialist to join our team at Transamerica. As a key member of our registration team, you will play a critical role in facilitating and supporting initial, reactivation, and reinstatement applications for mutual funds licenses.Key ResponsibilitiesFacilitate and support...


  • Old Toronto, Ontario, Canada Nexus Systems Group Inc. Full time

    About the RoleWe are seeking a highly skilled Business Systems Analyst to join our team at Nexus Systems Group Inc. as a Business Systems Analyst - Payments - IT Specialist.Key ResponsibilitiesCollaborate with a cross-functional feature team comprised of Scrum Master, Product Owner(s), UX designers, UI and full-stack developers, and QA specialists to drive...


  • Old Toronto, Ontario, Canada Nexus Systems Group Inc. Full time

    About the RoleWe are seeking a highly skilled Business Systems Analyst to join our team at Nexus Systems Group Inc. as a Business Systems Analyst - Payments - IT Specialist.Key ResponsibilitiesCollaborate with a cross-functional feature team comprised of Scrum Master, Product Owner(s), UX designers, UI and full-stack developers, and QA specialists to drive...


  • Old Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 205175At Scotiabank, we are dedicated to fostering a results-oriented environment within a diverse and high-achieving culture.Role OverviewThe Senior Compliance Manager for Mutual Fund Dealers plays a crucial role in supervising and enhancing the Mutual Fund Dealer Compliance Head Office Review Program. This position ensures adherence to...


  • Toronto, Ontario, Canada Scotiabank Full time

    About the Role As a Mutual Funds Compliance Manager, you will play a vital role in ensuring that Scotiabank's investment products and services adhere to all applicable regulations and industry standards. You will be responsible for developing, implementing, and maintaining a robust compliance program that mitigates risk and promotes ethical conduct within...

  • Technical Specialist

    2 weeks ago


    Toronto, Ontario, Canada IFDS Group Full time

    About IFDS GroupIFDS Group is a world-leading provider of outsourcing and technology solutions to the financial services industry. With its global headquarters in Toronto, Canada, the company has a strong presence in Canada, Europe, and Asia-Pacific, supporting over 17 million accounts with assets under administration (AUA) of approximately CAD $4...


  • Old Toronto, Ontario, Canada Nexus Systems Group Inc. Full time

    Job DescriptionBusiness Systems Analyst - Cloud Process SpecialistNexus Systems Group Inc. is seeking a highly skilled Business Systems Analyst to join our team. As a Business Systems Analyst - Cloud Process Specialist, you will be responsible for championing a customer-focused culture to deepen client relationships and leverage broader Bank relationships,...


  • Old Toronto, Ontario, Canada Nexus Systems Group Inc. Full time

    Job DescriptionBusiness Systems Analyst - Cloud Process SpecialistNexus Systems Group Inc. is seeking a highly skilled Business Systems Analyst to join our team. As a Business Systems Analyst - Cloud Process Specialist, you will be responsible for championing a customer-focused culture to deepen client relationships and leverage broader Bank relationships,...


  • Old Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 205175At Scotiabank, we are dedicated to fostering a results-oriented environment that values inclusivity and high performance.Role OverviewThe Senior Compliance Manager for Mutual Fund Dealers plays a pivotal role in supervising and enhancing the Mutual Fund Dealer Compliance Head Office Review Program. This position ensures adherence to...


  • Old Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 205175At Scotiabank, we are dedicated to fostering a results-oriented and inclusive environment that promotes high performance.Role OverviewThe Senior Compliance Manager for Mutual Fund Dealers plays a pivotal role in supervising and enhancing the Mutual Fund Dealer Compliance Head Office Review Program. This position ensures adherence to...


  • Toronto, Ontario, Canada TD Bank Full time

    Work Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:Department Overview TD Asset...


  • Old Toronto, Ontario, Canada Nexus Systems Group Inc. Full time

    About the RoleWe are seeking a highly skilled Business Systems Analyst to join our team at Nexus Systems Group Inc. as an IT Business Analyst - Systems Expert. This is a key role that requires a strong understanding of business processes and systems, as well as excellent analytical and problem-solving skills.Key ResponsibilitiesCollaborate with...


  • Old Toronto, Ontario, Canada Nexus Systems Group Inc. Full time

    About the RoleWe are seeking a highly skilled Business Systems Analyst to join our team at Nexus Systems Group Inc. as an IT Business Analyst - Systems Expert. This is a key role that requires a strong understanding of business processes and systems, as well as excellent analytical and problem-solving skills.Key ResponsibilitiesCollaborate with...


  • Toronto, Ontario, Canada Scotiabank Full time

    Senior Manager, Mutual Fund Dealer ComplianceScotiabank is seeking a highly skilled Senior Manager to lead our Mutual Fund Dealer Compliance team. As a key member of our organization, you will be responsible for ensuring that our mutual fund sales and dealer operations remain in compliance with relevant laws, regulations, and SRO policies.Key...


  • Toronto, Ontario, Canada Scotiabank Full time

    Senior Manager, Mutual Fund Dealer ComplianceScotiabank is seeking a highly skilled Senior Manager to lead our Mutual Fund Dealer Compliance team. As a key member of our organization, you will be responsible for ensuring that our mutual fund sales and dealer operations remain in compliance with relevant laws, regulations, and SRO policies.Key...