Process Engineer (Contract)
$71,000–$95,000 year
HybridToronto, Ontario, Canada
Job Summary
Analyze existing business processes with Journey Owners to identify inefficiencies, pain points, and bottlenecks through data collection and stakeholder feedback. Evaluate the efficiency and compliance of current workflows, then develop a comprehensive improvement roadmap prioritizing initiatives based on impact and feasibility. Map ideal future experiences using process improvement methodologies like DMAIC and value stream mapping while ensuring deliverables meet legal and regulatory requirements. Maintain detailed documentation of process changes and best practices. Participate in agile ceremonies as the team's analytical engine, presenting sprint deliverables to leadership and incorporating feedback to drive operational excellence and optimal user experience for advisors and clients.
Required Qualifications
- 3+ years of experience in process improvement, business analysis, or operations
- Lean Six Sigma certification (Green Belt or Black Belt) or equivalent process improvement/reengineering credential
- Hands-on experience with process mapping and business process reengineering methodologies (e.g., DMAIC, value stream mapping)
- Proficiency with process mapping and BPM tools (e.g., Visio, Salesforce, Power Platform)
- familiarity with data analysis/statistical process control
- Strong understanding of wealth management operations (account opening, transfers, money movement)
- Knowledge of relevant regulatory and compliance standards in financial services (e.g., IIROC/CIRO requirements)
- Strong analytical and problem-solving skills, with the ability to translate research and data into clear, actionable process designs
- Proficiency in process mapping, flowcharting, and business process reengineering techniques
- Data-driven decision making, with comfort using KPIs and performance metrics to validate and track improvements
- Excellent stakeholder management, interviewing, and change management skills across diverse business functions
- Ability to manage multiple priorities and deliver on a sprint-based cadence
- Strong written and verbal communication skills, including presenting findings and recommendations to leadership
- Working knowledge of regulatory, risk, and compliance considerations relevant to financial services operations
- Comfort working in a fast-paced, cross-functional environment
Desired Qualifications
- experience within financial services or wealth management
- Exposure to intelligent automation or RPA tools
- PMP or other formal project management certification
- Strong understanding of wealth management operations (account opening, transfers, money movement) is preferred
- Knowledge of relevant regulatory and compliance standards in financial services (e.g., IIROC/CIRO requirements) is an asset
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