At Capco, we're looking for an experienced Business Analyst to join our Wealth & Asset Management practice in Toronto. You'll support business and technology initiatives focused on account transfers, operational processes, and platform enhancements within the banking and wealth management sector.
This role offers the opportunity to work closely with business stakeholders, technology teams, and testing teams to support the successful delivery of solutions across a broad range of account types and financial products.
What You’ll DoSupport the analysis, documentation, and refinement of business requirements for ATON and non-ATON transfers, including inbound and outbound account transfers.
Work with business and technology stakeholders to understand account transfer workflows, identify process gaps, and define business requirements.
Support the transition from requirements analysis into testing, ensuring business scenarios, acceptance criteria, and expected outcomes are clearly documented.
Collaborate with testing teams to develop and execute test scenarios across multiple account types and financial products, including defect investigation and resolution.
Facilitate stakeholder discussions, track issues and dependencies, and support successful delivery of business and technology enhancements.
Minimum 5 years of experience as a Business Analyst within banking, wealth management, asset management, or financial services.
Experience working with ATON and non-ATON transfers, including inbound and outbound transfer processes.
Understanding of wealth management operations, account structures, financial products, and end-to-end account transfer lifecycles.
Experience translating business requirements into functional specifications, user stories, acceptance criteria, and testing scenarios.
Strong analytical, communication, and stakeholder engagement skills, with experience collaborating across business, technology, and quality assurance teams.
Experience supporting wealth management platform implementations, migrations, or enhancements.
Knowledge of registered and non-registered investment accounts and a range of investment products.
Familiarity with Canadian wealth management operations, transfer regulations, and industry processes.
Experience with system integration testing (SIT), user acceptance testing (UAT), and defect management.
Familiarity with Agile delivery methodologies and tools such as Jira and Confluence.
Deliver high-impact technology solutions for Tier 1 financial institutions.
Work in a collaborative, flat, and entrepreneurial consulting culture.
Access continuous learning, training, and industry certifications.
Be part of a team shaping the future of digital financial services.
Help shape the future of digital transformation across FS & Energy.
We offer a competitive, people-first benefits package designed to support every aspect of your life:
Comprehensive Benefits Coverage: 100% company-paid health, life, and disability insurance effective from Day 1 of employment.
Retirement Savings Program: Registered Retirement Savings Plan (RRSP) with the option of receiving a matching employer contribution.
Virtual Health Care: Company-paid program available to all employees and their dependents/partners.
Employee & Family Assistance Program (EFAP): Company-paid support services for employees and their dependents/partners.
Parental Leave Top-Up: Enhanced parental leave benefits available from Day 1 of employment.
New Parent Gift: A company-sponsored gift to celebrate the arrival of a new child.
Wellness Support: Fitness reimbursement benefit to promote health and well-being.
Business Coach from Day 1: Personalized one-on-one coaching to support career growth, accelerate development, and help achieve your professional goals at Capco.
We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We value each person’s unique perspective and contribution. At Capco, we believe that being yourself is your greatest strength. Our #BeYourselfAtWork culture encourages individuality and collaboration – a mindset that shapes how we work with clients and each other every day.
Use of Artificial Intelligence in Talent AcquisitionAt Capco, we use artificial intelligence (AI) tools to support and enhance several parts of talent acquisition. This includes using AI-enabled features within LinkedIn to help source potential candidates, speeding up routine recruitment communications such as emails and creating compelling and brand-aligned job postings that accurately reflect role requirements, and AI-scheduling applications to improve the efficiency of interview coordination.
AI is used as a support tool only. All hiring decisions are made by talent acquisition and hiring teams.
Why This Role Is OpenWe are currently hiring for this role due to an existing or newly created vacancy within our organization. This position is open as part of our ongoing business needs, and we are actively reviewing applications to fill this role with a qualified candidate who can make an immediate impact.
Pay Transparency
The salary range for this position is listed below. Additionally, this position may also be eligible to receive an annual discretionary/variable bonus payment.
Capco is committed to providing fair and equitable compensation to our people. Our compensation policies and salary ranges are designed to allow our people to progress through the salary range as they demonstrate strong performance and develop in their role over time. The base pay offered to selected candidates will be within the salary range and the placement will vary based upon a variety of factors, including, but not limited to job-related knowledge, skills, experience and internal equity.
Skills Required
- Minimum 5 years of experience as a Business Analyst within banking, wealth management, asset management, or financial services
- Experience with ATON and non-ATON transfers, including inbound and outbound transfer processes
- Understanding of wealth management operations, account structures, financial products, and end-to-end account transfer lifecycles
- Experience translating business requirements into functional specifications, user stories, acceptance criteria, and testing scenarios
- Strong analytical, communication, and stakeholder engagement skills
- Experience collaborating across business, technology, and quality assurance teams
- Experience supporting wealth management platform implementations, migrations, or enhancements
- Knowledge of registered and non-registered investment accounts and investment products
- Familiarity with Canadian wealth management operations, transfer regulations, and industry processes
- Experience with system integration testing, user acceptance testing, and defect management
- Familiarity with Agile delivery methodologies and Jira and Confluence
What the Team is Saying
Capco Compensation & Benefits Highlights
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Healthcare Strength — Health coverage is considered strong, with medical, dental, and vision commonly provided alongside mental-health resources and wellbeing programs. Multiple plan options and generally good coverage quality are highlighted.
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Leave & Time Off Breadth — Vacation/PTO is a standout, with generous allotments and, in some cases, unlimited sick leave, plus programs intended to help employees recharge. Flexible work arrangements are also emphasized, supporting work-life balance.
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Retirement Support — Retirement offerings include a 401(k) with company matching in the U.S., alongside life and disability insurance in many regions. These elements round out a solid financial benefits package.
Capco Insights
What We Do
Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.
Why Work With Us
We support and encourage an inclusive culture, entrepreneurial outlook and independent thinking. Capco is not about organizational charts and rigid hierarchies – we want all employees to feel that Capco is their firm to own and run. We believe diversity powers innovation. Be Yourself At Work (#BYAW) is an integral and underlying part of our culture
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Capco Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
