Wealth Management Consultant
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Job Summary
We are seeking an experienced Wealth Management Domain Consultant to bridge business and technology teams in delivering strategic wealth management solutions. The ideal candidate will possess deep expertise in wealth management operations investment products portfolio management client onboarding advisory services and regulatory compliance. The consultant will work closely with business stakeholders product owners technology teams and project management offices to drive transformation initiatives and enhance client experience.
Experience with TD Wealth is highly desirable.
Key Responsibilities:
Act as a Wealth Management Subject Matter Expert (SME) for business and technology initiatives.
Gather analyze and document business requirements user stories process flows and functional specifications.
Collaborate with product operations and technology teams to design and implement wealth management solutions.
Provide domain guidance on:
Portfolio Management
Investment Advisory
Managed Accounts
Financial Planning
Client Onboarding & KYC
Retirement & Estate Planning
Mutual Funds Equities Fixed Income ETFs and Alternative Investments
Support digital transformation initiatives across advisor and client channels.
Participate in Agile ceremonies including sprint planning backlog refinement UAT support and stakeholder reviews.
Conduct impact assessments and gap analyses for business process changes.
Define business rules workflows and data requirements.
Assist QA and UAT teams in validating business requirements and test scenarios.
Mandatory Skills: Wealth Management .
Experience: 8-12 Years .
The expected compensation for this role ranges from CAD 70/hr to CAD 85/hr .
Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them we need people inspired by reinvention. Of yourself your career and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention.
Wipro is committed to creating an accessible supportive and inclusive workplace. Reasonable accommodation will be provided to all applicants including persons with disabilities throughout the recruitment and selection process. Accommodations must be communicated in advance of the application where possible and will be reviewed on an individual basis. Wipro provides equal opportunities to all and values diversity.
Required Experience:
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About Company
As a global leader, Wipro blends consulting and AI expertise across design, engineering and operations to accelerate business transformation and deliver future-ready technology.
