At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.
We are a leading service provider to the Canadian financial and brokerage industry. Reporting to the Manager, Product Management, our Analyst, Product Management, works closely with the Canadian segment of the Wealth Management industry.
In this role, you will help clients build strong business cases for technology solutions, translate ideas into detailed requirements, capture essential functionality in specifications, design test scenarios, and document business procedures. You'll also play a key part in shaping recommendations, identifying opportunities and issues, testing software, modeling data, and developing training material.
If you love digging into details—asking great questions, cutting through the noise, and seeing both the risks and the rewards in every possible solution—you’ll feel right at home here. If you can read a bit of code or write a solid SQL query, all the better. Most importantly, if you enjoy rolling up your sleeves to support your team and clients whenever it’s needed, we’d love to hear from you.
Key Job Functions/Responsibilities:
Interview front-office and back-office users to discover business problems and requirements for new software.
Analyze and prioritize sometimes-conflicting requirements, and develop clear, business-oriented software specifications.
Gather requirements for client-facing UIs, including business rules and data entry criteria.
Liaise with developers, lead priorities for your assigned product areas, and keep communication flowing.
Document and present findings and recommendations clearly for business and development audiences alike.
Build and execute unit tests on new software developed by the team.
Review completed solutions with clients to confirm all business needs are met.Lead focus groups and information sessions to support successful rollout and adoption.
Present your products internally to share knowledge and collect feedback.
Troubleshoot client-reported issues with the application and propose effective solutions.
Basic Skill Level Requirements
Education:
University degree in Economics, Computer Science, or a related field (or equivalent experience).
Solid understanding of the Canadian Wealth Management sector.
Familiarity with systems integration life cycle and agile methodologies.
Experience:
At least 3 years as a software Business Analyst, or equivalent experience in brokerage/financial services.
Skills/Tools:
Proven Business Analyst skills in financial services—especially securities/brokerage: requirements gathering, impact analysis, process mapping, and cost/benefit assessment.
Experience developing functional business test cases and test plans.
Design, data modeling, and prototyping skills.
Proficiency in MS Office (Word, Excel, PowerPoint, Visio).
Exposure to programming and ability to read code or write SQL.
Experience with AI tools or technologies—and the curiosity and drive to keep learning and incorporating AI solutions in your work.
Familiarity with cryptocurrencies or blockchain technologies is an asset.
Some project management experience is a bonus.
What You Bring:
Strong analytical skills—great at structuring messy problems into actionable plans.
Excellent interpersonal skills (consensus-building, negotiation, facilitation).
Confident communicator (client interviews, business writing, presentations).
Inherent curiosity and a drive for self-learning.
Collaborative, team-centered attitude
Recruitment Process
Throughout your application process, you may be asked to connect with us virtually or in-person. Our recruiters will explain how hybrid interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have.
Background Check Process
Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:
Employment verification
Education verification
Credit inquiry
Canadian criminal record check
Workplace Flexibility
We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.
At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.
Accessibility & Accommodation
Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.
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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
Top Skills
Broadridge Ottawa, Ontario, CAN Office
Ottawa, ON, Canada
