Business Analyst RRSP, TFSA, Pension

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profile Job Location:

Toronto - Canada

profile Monthly Salary: CAD 10 - 10
profile Experience Required: 5years
Posted on: 2 hours ago
Vacancies: 1 Vacancy

Job Summary

Location: Toronto

Experience: 10

Required Skills:
Data Concepts
Data ModellingInsurance - Superannuation

Essential Skills:
Domain Consultant
Senior Business Analyst
Canadian Retirement Finance (Data Modeling Requirements)

You will lead business analysis and domain consulting for Canadian retirement products and plans (e.g. RRSP Group RRSP DPSP TFSA DBDC pensions RRIFLIF annuities). Your focus is to capture clear requirements design robust data models and translate complex pensionretirement processes into implementable solutions across administration record keeping contributions entitlements withdrawals tax reporting and regulatory compliance. Key ResponsibilitiesLead workshops interviews and BPMNUML process mapping for end to end retirement plan flows (enrollment contributions vesting entitlement decumulation reporting).Elicit and document business functional and non functional requirements (availability performance data quality auditability).Design conceptuallogicalphysical data models for member plan contributions investments payroll transactions valuations and tax Canadian retirement rules into system logic (e.g. RRSP limits spousal plans TFSA RRIFLIF minimums lockingunlocking DBDC accruals vesting).Support actuarial and compliance teams with requirements for valuations fee structures disclosures and client edge cases (leave disability transfers commutations small benefit rules plan wind ups) and ensure data quality rules validation reconciliation and exception handling (contribution matching vs payroll investment allocations fee postings).Specify regulatory and tax reports (T4RSP T4RIF NR4 RL statements in Quebec) audit trails and as the bridge between business product engineering QA and vendors drive consensus and sign 812 years in business analysisdomain consulting within Retirementpensionswealth (Canada focus preferred).Proven experience in data modeling (conceptuallogicalphysical ERD) and requirements management (BRDFRD user stories).Strong understanding of Canadian retirement products (RRSPGroup RRSPDPSPTFSADBDCRRIFLIFannuities) and core processes (enrollment payroll interfaces contributions vesting withdrawals tax reporting).Comfortable with UMLBPMN SQL and data tools (Power BITableau) is added advantageSkill SetCanadian Retirement Domain RRSPGroup RRSPDPSPTFSADBDCRRIFLIF basics vesting decumulation tax Modeling Conceptuallogicalphysical models ER diagrams data BRDFRD user stories acceptance criteria traceability (RTM).Process Mapping UMLBPMN for plan administration payroll to contribution flows Quality Validation reconciliation rules exception Facilitation stakeholder alignment clear documentation.



Required Skills:

Experience (Years): 8-10

Location: TorontoExperience: 10Required Skills:Data ConceptsData ModellingInsurance - SuperannuationEssential Skills:Domain ConsultantSenior Business AnalystCanadian Retirement Finance (Data Modeling Requirements)You will lead business analysis and domain consulting for Canadian retirement products ...
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Company Industry

IT Services and IT Consulting

Key Skills

  • SQL
  • Agile
  • Business Analysis
  • Visio
  • Waterfall
  • Business Process Modeling
  • Requirements Gathering
  • User Acceptance Testing
  • Business requirements
  • SDLC
  • Systems Analysis
  • Data Analysis Skills