Wealth Management Expert for Financial Transformation

3 days ago


Toronto, Ontario, Canada Iris Software Inc. Full time

Iris Software Inc., a global technology services company, seeks an experienced Wealth Management professional to lead financial transformations.

**Job Title:** Business System Analyst (BSA)

**Location:** Toronto, ON, Canada

**Estimated Salary:** $120,000 - $150,000 per annum

About the Role:

We are looking for a highly skilled Business System Analyst with 9+ years of experience in Wealth Management to join our team. As a key member of our financial transformation team, you will be responsible for requirements planning, data mapping, analysis, and SQL script writing.

Key Responsibilities:

  • Develop and implement business solutions that meet client needs and drive revenue growth
  • Analyze complex data sets and create actionable insights to inform business decisions
  • Collaborate with cross-functional teams to design and implement technical solutions
  • Leverage SQL skills to write efficient and effective queries
  • Stay up-to-date with industry trends and best practices in Wealth Management

About Iris Software Inc.:

We are a global technology services company with over 30 years of experience delivering digital transformations and solutions to Fortune 500 companies. Our value-driven approach combines skilled specialists, software engineering expertise, cutting-edge technology, and flexible engagement models. We have long-standing relationships with clients who rely on our technical and domain expertise to future-proof their enterprises.



  • Toronto, Ontario, Canada Aviso Wealth Full time

    We are seeking a skilled Wealth Management Expert to join our team at Aviso Wealth, a leading wealth management and investment services provider for the Canadian financial industry.Job Summary: As a Wealth Management Expert, you will be responsible for providing exceptional service to our clients by managing their investment portfolios, providing financial...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    Job OverviewBrightview Wealth Management is a boutique wealth management firm that aims to help clients achieve financial success through expert advice and top-tier financial products. Our team of professionals works closely with clients to understand their unique needs and develop personalized solutions to meet their goals.As a Financial Services...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. Our vision is to provide top-tier financial products and sound advice to match our clients' unique needs.As a Brightview Wealth Management Financial Service Representative, you will join our Toronto...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. We offer award-winning products and provide sound advice, partnering with hedge funds, asset management investment firms, and insurance carriers.We are seeking a Financial Service Representative to join...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    About Brightview Wealth ManagementBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients achieve financial success through expert advice and top-tier financial products. Our vision is to provide personalized service and tailored solutions to meet the unique needs of each client.We are seeking a highly motivated and...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    About Brightview Wealth ManagementBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients achieve financial success through expert advice and top-tier financial products. Our vision is to provide personalized service and tailored solutions to meet the unique needs of each client.We are seeking a highly motivated and...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    Job SummaryThe Senior Manager, Managed Solutions is a key leadership role at IG Wealth Management, responsible for driving business operations and strategic partnerships. This position requires a strong leader with expertise in business knowledge, policies, and processes.Key ResponsibilitiesLead Business Operations: Develop and implement business strategies...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    Job SummaryThe Senior Manager, Managed Solutions is a key leadership role at IG Wealth Management, responsible for driving business operations and strategic partnerships. This position requires a strong leader with expertise in business knowledge, policies, and processes.Key ResponsibilitiesLead Business Operations: Develop and implement business strategies...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    About the Role:IG Wealth Management is seeking a highly skilled Tax & Estate Planning Accountant to join our Advanced Financial Planning team. As a key member of our team, you will provide advanced taxation and financial planning support to our clients, including business owners and private corporations.Responsibilities:Provide in-depth taxation and...


  • Toronto, Ontario, Canada IG Wealth Management Full time

    About the Role:IG Wealth Management is seeking a highly skilled Tax & Estate Planning Accountant to join our Advanced Financial Planning team. As a key member of our team, you will provide advanced taxation and financial planning support to our clients, including business owners and private corporations.Responsibilities:Provide in-depth taxation and...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    Job OverviewBrightview Wealth Management is a boutique wealth management firm that helps clients achieve financial success through expert advice and top-tier financial products. Our team of professionals partners with hedge funds, investment firms, and insurance carriers to offer award-winning solutions that meet our clients' unique needs.As a Financial...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    Company OverviewBrightview Wealth Management is a boutique wealth management firm that offers top-tier financial products and sound advice. Our vision is to help clients accumulate wealth and achieve financial success.We partner with hedge funds, asset management investment firms, and insurance carriers to provide award-winning products tailored to our...


  • Toronto, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Financial Planning Expert to join our team at ScotiaMcLeod. As a cornerstone business within Scotia Wealth Management, we have earned a reputation for integrity based on service excellence and trusted investment advice.As a key member of our team, you will work with a dedicated Wealth Advisor group in preparing...

  • Business Analyst

    4 weeks ago


    Toronto, Ontario, Canada Aviso Wealth Full time

    About Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. With over $130 billion in total assets under administration and management, and over 1,000 employees, we're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.The OpportunityWe're seeking a...


  • Toronto, Ontario, Canada Connor Clark and Lunn Financial Group Full time

    Unlock Your Potential as a Wealth AdvisorBecoming a Wealth Advisor with Connor Clark & Lunn Financial Group may be the only career move you ever need to make. As one of Canada's largest independent and privately held discretionary investment managers, we offer a unique opportunity to help clients achieve their financial goals.About the RoleWork with high net...


  • Old Toronto, Ontario, Canada Banque Nationale du Canada Full time

    Job Title: Lead Expert Wealth Management SolutionsAre you a seasoned financial professional looking to take on a leadership role in wealth management? We're seeking a highly skilled and experienced Lead Expert to join our team at Banque Nationale du Canada.About the Role:The Lead Expert will be responsible for leading a multidisciplinary team of financial...


  • Old Toronto, Ontario, Canada Banque Nationale du Canada Full time

    Job Title: Lead Expert Wealth Management SolutionsAre you a seasoned financial professional looking to take on a leadership role in wealth management? We're seeking a highly skilled and experienced Lead Expert to join our team at Banque Nationale du Canada.About the Role:The Lead Expert will be responsible for leading a multidisciplinary team of financial...


  • Toronto, Ontario, Canada Nicola Wealth Full time

    Role OverviewNicola Wealth is seeking a skilled Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will provide exceptional financial planning and strategic wealth management services to our high-net worth clients.Key ResponsibilitiesSupport Wealth Advisors in delivering first-class financial planning and...


  • Toronto, Ontario, Canada Connor Clark and Lunn Financial Group Full time

    Unlock Your Potential as a Wealth AdvisorAt Connor, Clark & Lunn Private Capital Ltd., we're committed to helping our clients achieve their unique financial goals. As a Wealth Advisor, you'll play a key role in delivering exceptional investment management services and building long-term relationships with our clients.Key Responsibilities:Develop and...


  • Toronto, Ontario, Canada Connor Clark and Lunn Financial Group Full time

    Unlock Your Potential as a Wealth AdvisorAt Connor, Clark & Lunn Private Capital Ltd., we're committed to helping our clients achieve their unique financial goals. As a Wealth Advisor, you'll play a key role in delivering exceptional investment management services and building long-term relationships with our clients.Key Responsibilities:Develop and...