Business Analyst - 12 Month Contract

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

The Technology Division at Raymond James is dedicated to providing cutting-edge solutions that enhance efficiency and connectivity for financial advisors and their clients.
This commitment to technology excellence supports Raymond James' mission to deliver superior financial services and maintain a competitive edge in the industry.

Business Analyst

How does the role impact the organization?

Location: Raymond James Ltd., Hybrid role based in Vancouver

Reports to: Manager, Business Analysis

As a Business Analyst within the Raymond James Project Management Office, you will support a diverse portfolio of strategic, technical, and regulatory initiatives across multiple business domains. You will collaborate closely with business stakeholders, subject‑matter experts, technology partners, and external vendors to understand problems, analyze processes, and define clear, actionable requirements that enable effective solution design and delivery.

This role blends business analysis, technical analysis, and cross‑functional coordination. You will help translate business objectives into solutions that enhance advisor and client experiences, strengthen operational efficiency, and advance the firm’s transformation priorities.

What will your role be responsible for?

• Lead discovery and analysis activities to define business, functional, and non‑functional requirements across a range of initiatives.
• Develop high‑quality BA deliverables, including process maps, business requirements, use cases, epics/user stories and data mappings.
• Facilitate workshops, interviews, and working sessions with stakeholders at all levels.
• Conduct gap analysis, feasibility assessments, and impact analysis across systems and business processes.
• Collaborate with architects, developers, QA, and SMEs to support solution design, test planning, UAT, and implementation.
• Support change management, readiness planning, and post‑implementation validation activities.
• Document complex end‑to‑end workflows across client‑facing, operational, and system‑driven processes.
• Partner with SMEs to define requirements that enhance process efficiency, control, usability, and data accuracy.
• Support initiatives involving integrations with internal systems and third‑party vendors.
• Identify and clarify cross‑team dependencies, ensuring handoffs and responsibilities are well defined and understood.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

The Technology Division at Raymond James is dedicated to providing cutting-edge solutions that enhance efficiency and connectivity for financial advisors and their clients.
This commitment to technology excellence supports Raymond James' mission to deliver superior financial services and maintain a competitive edge in the industry.

Business Analyst

How does the role impact the organization?

Location: Raymond James Ltd., Hybrid role based in Vancouver

Reports to: Manager, Business Analysis

As a Business Analyst within the Raymond James Project Management Office, you will support a diverse portfolio of strategic, technical, and regulatory initiatives across multiple business domains. You will collaborate closely with business stakeholders, subject‑matter experts, technology partners, and external vendors to understand problems, analyze processes, and define clear, actionable requirements that enable effective solution design and delivery.

This role blends business analysis, technical analysis, and cross‑functional coordination. You will help translate business objectives into solutions that enhance advisor and client experiences, strengthen operational efficiency, and advance the firm’s transformation priorities.

What will your role be responsible for?

• Lead discovery and analysis activities to define business, functional, and non‑functional requirements across a range of initiatives.
• Develop high‑quality BA deliverables, including process maps, business requirements, use cases, epics/user stories and data mappings.
• Facilitate workshops, interviews, and working sessions with stakeholders at all levels.
• Conduct gap analysis, feasibility assessments, and impact analysis across systems and business processes.
• Collaborate with architects, developers, QA, and SMEs to support solution design, test planning, UAT, and implementation.
• Support change management, readiness planning, and post‑implementation validation activities.
• Document complex end‑to‑end workflows across client‑facing, operational, and system‑driven processes.
• Partner with SMEs to define requirements that enhance process efficiency, control, usability, and data accuracy.
• Support initiatives involving integrations with internal systems and third‑party vendors.
• Identify and clarify cross‑team dependencies, ensuring handoffs and responsibilities are well defined and understood.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What Success Looks Like in This Role:

• You build strong, trust‑based relationships with business partners, technology teams, and external vendors to drive shared understanding and alignment.
• You communicate clearly and proactively, ensuring stakeholders stay informed, engaged, and confident in delivery progress.
• You consistently bring clarity to complex or ambiguous problems by asking the right questions, synthesizing information, and structuring requirements effectively.
• You regularly look for ways to streamline processes, strengthen controls, improve client and advisor experiences, and advance the firm’s transformation goals.
• You adapt quickly to shifting priorities and remain grounded, organized, and solutions‑focused in a fast‑paced environment.
• You balance strategic thinking with hands‑on execution, producing high‑quality deliverables such as process maps, requirements, user stories, and workflow documentation.
• You demonstrate curiosity, initiative, and ownership—anticipating risks, surfacing dependencies, and proactively driving issues to resolution.
• You contribute to efficient, low‑rework delivery by defining accurate requirements, supporting testing and validation activities, and partnering closely through implementation.
• You help ensure solutions meaningfully improve advisor and client experiences.

Expertise You Bring

• Minimum 3-5 years of Business Analyst experience in wealth management
  • Experience supporting front-, middle-, and back‑office wealth functions.
  • Experience in onboarding, account servicing, portfolio management, investment products, regulatory workflows, financial reporting, or trading.
• Strong understanding of Agile and Waterfall SDLC
• Demonstrated proficiency in requirements documentation, process modeling, and systems analysis.
• Ability to concurrently work across multiple projects in a dynamic, high‑accountability environment.
• Proficiency with JIRA, Confluence, Visio, and Microsoft Office.
• Comfort analyzing data using Excel, SQL, or equivalent tools to validate requirements and support decision‑making