We are:
The Advanced Technology Centers (ATCs) are the engine for reinvention in our clients’ transformation journey. Powered by more than 255,000 people across 24 countries, ATCs provide our clients with seamless access to industry insights and innovative technology solutions.
Stronger together!
The Advanced Technology Centers (ATCs) make a tremendous impact in solving our clients’ business problems by leveraging innovation, intelligence, industry insights, new IT, and new technology skills. With the global environment changing at a faster pace, our clients are facing unprecedented challenges, and they need us more than ever before. As a Network, ATCs are positioned to unlock greater opportunities and exponential value for our clients.
The value for our clients and our people:
For our clients, the Network provides the strength of our geographic diversity, greater resilience, and seamless access to the deepest industry knowledge, the latest in Gen AI solutions, and tech expertise from around the world.
For our people, it brings an opportunity to shape truly boundaryless career paths in a highly collaborative team of experts where they can learn from each other and solve the world’s most complex client challenges.
You Are
We are looking for a Functional Business Analyst to support change initiatives across retail banking and retail investment platforms. You will work with product, operations, compliance, and technology teams to define requirements for mainframe-backed and enterprise solutions, covering accounts, mutual funds, GICs, and registered plans.
Key Responsibilities
• Elicit, analyze, and document business and functional requirements through workshops, interviews, and process reviews
• Write BRDs, FRDs, user stories, acceptance criteria, process flows, and data mapping documents
• Define requirements for retail product capabilities such as account opening, KYC, transactions, fees, statements, and tax reporting
• Analyze impacts on upstream and downstream systems, including mainframe batch and online processing, file interfaces, and APIs
• Perform gap analysis and impact assessments for regulatory and product changes
• Partner with Compliance and Risk to embed regulatory requirements into solution design
• Review test strategy and test cases, and lead or support UAT and go-live readiness
• Manage requirement changes and maintain traceability across the delivery lifecycle
• Support defect triage, production issue analysis, and post-implementation reviews
• This role will require a minimum of 3 days per week in the office.
Required Skills and Experience
• [5-8+] years as a Functional BA or Business Analyst in Canadian retail banking and/or retail investments
• Working knowledge of retail products: chequing and savings, GICs, mutual funds, self-directed investing, and registered accounts (RRSP, TFSA, RESP, FHSA, RRIF, LIRA)
• Familiarity with Canadian regulatory and compliance topics: KYC and suitability, CRM2 fee and performance reporting, FINTRAC (AML/ATF), PIPEDA, CIRO and CSA requirements
• Strong skills in Agile (Scrum/SAFe) and/or Waterfall delivery
• Proficiency in SQL for data analysis and validation
• Experience with Jira, Confluence, and process modelling tools (BPMN, UML, Visio)
• Strong communication, facilitation, and stakeholder management skills
• Bachelor’s degree or completion of a college program in a related discipline.
Preferred
• Experience at a major Canadian bank (Schedule I) or a Canadian wealth/investment firm
• Exposure to mainframe-based core banking or investment platforms (batch cycles, COBOL applications, file-based integrations)
• Knowledge of Fundserv, order processing, trade settlement, and fund accounting flows
• Experience with data migration, platform modernization, or vendor platform integration
• CBAP, PMI-PBA, or Canadian Securities Course (CSC) / Investment Funds in Canada (IFC)
• Familiarity with OSFI guidelines (e.g., B-13, E-21) and operational risk and control…