Wealth Management Consultant

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Wealth Management Consultant

Toronto

Ontario

8/6/26

Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at www.wipro.com.

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