Consultant – Wealth Management

Electric Mind

. Support strategy engagements, including current-state assessments, target-state and operating model definition, business cases, and transformation roadmaps .

Posted 9/29/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$90,000 - CA$120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management strategy engagements, including process mapping, data migration, and transformation program delivery. Proficient in building relationships with stakeholders and communicating complex business needs effectively.

Highest-signal resume keywords

Wealth Management ExperienceBusiness Analysis SkillsProcess MappingData Migration ExperienceBilingual in English and French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Process MappingRequirements GatheringData MigrationTransformation EngagementKYC ProcessesClient ReportingTax SlipsBack-Office FunctionsWealth Data ModelsAPIs

Soft Skills

Clear Writing SkillsPresentation SkillsRelationship Building

Tools & Technologies

FundSERVCDSRecordkeeping Platforms

Certifications & Qualifications

CBAPPMPScrum Certification

Industry Keywords

Wealth ManagementMutual Fund Dealer OperationsBrokerageRegistered PlansCIRO RulesClient-Focused Reforms

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Support strategy engagements, including current-state assessments, target-state and operating model definition, business cases, and transformation roadmaps
Support delivery on transformation programs such as platform replacements, back-office conversions, operating model changes, and digital advice or self-directed launches
Map current-state and future-state processes across account opening and KYC, trading and order routing, settlement and custody, transfers, corporate actions, fees and billing, client reporting, and tax slips
Translate business needs into requirements, user stories, process flows, and data mappings
Support vendor and platform assessments and selections
Plan and support data migrations and conversions, including reconciliation, cutover planning, and post-go-live stabilization
Keep regulatory requirements in view, including CIRO rules, client-focused reforms, and account transfer standards
Build relationships with client stakeholders and communicate progress, risks, and recommendations
Contribute to Electric Mind’s wealth practice through thought leadership, reusable assets, and proposal support

Requirements

What you’ll need

3+ years in wealth management, in consulting, industry or both
Hands-on experience in mutual fund dealer or manufacturer operations, full-service brokerage, discount or self-directed brokerage, or bank-owned wealth businesses
Working understanding of manufacturers, dealers, advisors, custodians and service providers, and how money, orders and data flow between them
Experience on at least one strategy or transformation engagement
Familiarity with the Canadian wealth ecosystem, including FundSERV and CDS and major back-office and recordkeeping providers
Strong business analysis skills: process mapping, requirements, and working with data
Clear writing and presentation skills, and comfort with executives and operations teams
A post-secondary degree or equivalent experience
Bilingual in English and French is a nice-to-have
Hands-on experience with major back-office functions or recordkeeping platforms is a nice-to-have
Experience on a large data migration or dealer conversion is a nice-to-have
Exposure to wealth data models, integrations or APIs is a nice-to-have
Knowledge of registered plans (RRSP, TFSA, RESP, FHSA) and operational rules is a nice-to-have
Agile delivery experience or CBAP, PMP or Scrum certification is a nice-to-have

Benefits

Comp & perks

Full Time Permanent employment
Ability to travel (US and Canada)
Industry courses such as the CSC or IFC are an asset
Agile delivery experience, or a certification such as CBAP, PMP or Scrum