Business Analyst and Process Optimization Specialist

5 days ago


Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time

The Private Wealth Team at Nicola Wealth Management Ltd. is the heart of our business, cultivating intimate relationships with clients to provide a bespoke wealth management experience.

Purpose of the Role:

The Business Analyst & Process Optimization Specialist plays a key role in scaling and operational execution of the Private Wealth division, analyzing current processes, identifying inefficiencies, and proposing solutions for improvement.

Core Responsibilities:
  • Develop a deep understanding of the Private Wealth team's needs and document business requirements effectively.
  • Analyze and test business processes to improve operational efficiencies, quality, service, and profitability.
  • Develop and present analysis, findings, and recommendations to senior leadership to support decision-making.
  • Design and implement process improvement plans, ensuring seamless workflow and documentation.

To excel in this role, you will require excellent analytical and problem-solving skills, proficiency in process mapping and data analysis tools, and expertise in Lean or Six Sigma methodologies.



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