Job Description:

Our client is a large Canadian Financial Services institution.

The Business Consultant plays a key strategic role in the advancement of our client’s online offerings. The Business Consultant is responsible for the creation of online business strategy, business requirements, research, analysis, coordination/development of communication and training plans, and implementation of the initiatives created.

Key Accountabilities/ Activities:

1) Provide strategy and business analysis in projects and new initiatives

• Create a strategy around new online business initiatives
• Identify and document business requirements, functional and non-functional specifications and use cases
• Review User Experience, Content, Marketing, Operations, Testing and other project deliverables to ensure they support the business requirements

2) Monitor, research and document competitive intelligence

• Understand customer needs, trends, market conditions, and overall business environment of brokerage and banking industries
• Maintains the intellectual property of our client through thorough documentation

3) Provide Subject Matter Expertise in:

• Banking, brokerage, business systems, processes, organizational structures
• Specific functional areas of Online Trading, Registration, Authentication & Security, Consolidated View, Account Holdings, Transaction History, Customer Satisfaction, and Marketing, Tools and Advertising.

4) Develop and maintain productive relationships with segment partners, lines of business, technology groups, peers and others:

• Work with segments, lines of business and technology to ensure business needs are met
• Investigate, analyze and document recommendations on issues such as change requests, compliance, project issues, etc.
• Coordinate the preparation, production and distribution of reports, minutes or other duties as required

Requirements:

• Strategic thinker
• Strong planning and implementation skills
• Knowledge of Internet, banking industry, brokerage industry, stock markets, e-commerce and/or financial services industry
• Sound understanding of call centre functions which support Internet customers and products
• Completion of the Canadian Securities Course and other CSI courses is an asset
• MBA preferred - nice to have, not a must-have

Applicable Skills:
Business Analysis, CALL CENTRE, FINANCIAL SERVICES, MARKETING, MBA, ONLINE