Wealth Management Operations Analyst

Job description

A career as a Wealth Management Analyst within Investment Operations means contributing to the quality and seamless execution of transactions while becoming an essential operational partner to the teams that work directly with clients to manage their financial and wealth needs. You will learn to build expertise in today’s operations, understand the needs behind each request, and develop the skills that will shape tomorrow’s operations: analysis, judgment, collaboration, continuous improvement, and digital agility. Your Role As a Wealth Management Analyst within Investment Operations, you will take ownership of, analyze, and process requests related to investment products and transactions. You will gather and validate information, apply established methods, and ensure thorough follow-up with partners. Beyond execution, you will seek to understand the underlying need, identify exceptions, help resolve pain points, and contribute to the evolution of processes and tools. This role is a gateway to a diverse career in operations, partner experience, transformation, automation, and emerging technologies. You will

- Take ownership of, analyze, process, and follow up on requests related to investment products and transactions.

- Gather, compile, and validate required information in accordance with established procedures, controls, quality standards, and priorities.

- Perform routine analyses using the available models, methods, and tools.

- Research relevant information, make the necessary connections, and propose approaches suited to the situations encountered.

- Identify discrepancies, risks, or exceptions and promptly escalate them to the appropriate level.

- Understand the need behind the request and collaborate with front-line Wealth Management teams and internal partners to facilitate its resolution.

- Clearly communicate facts, requirements, and next steps.

- Document solutions, share knowledge, and contribute to the team’s collective learning.

- Identify recurring pain points or requests and recommend improvements to processes, tools, or communications.

- Use digital tools responsibly and effectively to optimize work and the partner experience.

Your team Our team is made up of many professionals who play a key role in ensuring the reliability and integrity of operations. Our goal is to offer you maximum flexibility in your work in order to promote your quality of life. This is particularly reflected in the organisation of working time to balance work and personal life, as well as in flexible leave when it counts. We invest in our people’s development and offer several opportunities for growth based on your interests:

- Operational expertise

- Partner and client experience

- Transformation and continuous improvement

- Automation, data, and emerging technologies

- Leadership

Prerequisites

- A three-year college diploma in a relevant field and up to three years of experience, or a relevant bachelor’s degree.

- Basic knowledge of operations, administration, financial services, or a regulated environment is an asset.

- Proficiency with Microsoft 365 tools.

- Knowledge of investments or financial markets is an asset.

- Ability to work independently in a structured environment.

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French. Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Analytical Skills

Communication

Conflict Resolution

Continuous Improvement

Critical Thinking

Partner Management

Problem Solving

Stress Management

Teamwork

Learning Agility

Adaptability

Rigor

Information Technology Solutions

Collaboration

Customer Centricity