Business Systems Analyst

Business Systems Analyst – Wealth Tech Role Overview: This is an exciting opportunity to join a dynamic and rapidly growing partnership of Canadian Portfolio Managers, which includes a wealth tech division. The Business Systems Analyst (BSA) plays a vital role in bridging business strategy with technology execution within Q Wealth's WealthTech ecosystem. This role is responsible for gathering and documenting business requirements, managing stakeholder expectations, supporting development and testing processes, and ensuring projects are delivered on time, within scope, and aligned with objectives. The successful candidate will work closely with our advisors, internal technology team and stakeholders to enhance Q Wealth's client and advisor platforms that power the Q Wealth experience. Key Responsibilities 1. Requirements Gathering & Documentation

• Collect and analyze both business and technical requirements from project requestors and the technology team.
• Translate complex business needs into clear, detailed functional and technical documentation.
• Facilitate requirement review sessions to ensure alignment and approval before development begins.
• Maintain up-to-date documentation throughout the project lifecycle to support transparency and accountability.

2. Stakeholder Management

• Act as a liaison between our advisors on our advisory group, developers, and management to ensure alignment and consistent communication.
• Manage stakeholder expectations by providing clear updates, deliverable timelines, and change management support.
• Build strong cross-departmental relationships to foster collaboration and trust throughout project delivery.

3. Testing Support & Quality Assurance

• Collaborate with project requestors to define acceptance criteria and develop test cases.
• Support user acceptance testing (UAT) and coordinate issue resolution with developers.
• Validate that delivered solutions meet documented business requirements before deployment.

4. Risk & Issue Management

• Work with developers during the requirements phase to identify and assess potential risks, dependencies, and issues.
• Document and communicate potential risks and impacts to stakeholders
• Track mitigation strategies and escalate unresolved issues to management when necessary.

5. Communication & Reporting

• Maintain proactive communication regarding the status of technology projects.
• Provide project timelines, progress updates, and highlight any roadblocks or delays.
• Assist the Head of Technology in tracking project deliverables and milestones.
• Support the preparation of regular project reports for the COO and other executive and platform partner stakeholders.

6. Systems & Data Management

• Collaborate with developers and data teams to ensure accuracy, security, and performance across systems.
• Assist in defining and maintaining data standards, business rules, and workflow processes.

QualificationsEducation & Experience

• Bachelor's degree in Business Administration, Finance, Computer Science, or Information Systems.
• 3–7 years of experience as a Business Systems Analyst or similar role, preferably in WealthTech, fintech, or financial services.
• Proven experience in requirements gathering, project tracking, and cross-functional collaboration.
• Familiarity with platforms such as client portals, Conquest financial planning and CRM workflows is an asset.

Technical Skills

• Proficiency in project and analysis tools such as Jira, Confluence, or Smartsheet.
• Strong understanding of APIs, data structures, and integration workflows.
• Understanding of Figma to represent project ideas to stakeholders for feedback sessions
• Working knowledge of Agile or hybrid project management methodologies.

Soft Skills

• Excellent analytical, problem-solving, and organizational skills.
• Strong communication and facilitation abilities across both technical and business audiences.
• Ability to manage multiple priorities and work collaboratively across departments.
• Detail-oriented, proactive, and comfortable working in a fast-paced environment with evolving priorities.

What Do You Need to Succeed?· Comfortable in a fast-paced and agile environment where constant change and improvement is the norm. · Superior verbal and written communication skills.· Ability to work and communicate effectively in a remote work environment.· Ability to handle numerous operational tasks and projects concurrently, with minimal supervision.· Comfortable multi-tasking and managing multiple priorities. Mindset of innovation