Job Description

Job Summary:

We are seeking a detail-oriented and business-savvy Functional QA Tester to join our quality assurance team. The ideal candidate will bring hands-on experience in manual testing along with strong domain knowledge in wealth management and financial services. You will be responsible for validating business processes, ensuring system integrity, and delivering high-quality solutions for mission-critical applications in finance.



Key Responsibilities:



. Analyze business requirements and functional specifications to design and execute detailed test plans and test cases

. Conduct functional, regression, integration, system, and UAT testing

. Design test approach, Develop Test Strategies and Plans. Align test cases to requirements and user stories.

. Validate workflows across key financial areas such as:

. Work closely with business analysts, developers, and product owners to ensure requirements are clearly understood and implemented

. Raise, track, and validate defects using tools such as JIRA, and Jira plug-ins like Z-Ray or Zephyr TestRail, or HP ALM

. Support User Acceptance Testing (UAT) by preparing test data and guiding business users

. Ensure traceability between test cases and business requirements for full coverage

. Maintain comprehensive documentation for audits and compliance purposes

. Client Account Onboarding / Servicing

. Financial Planning

. Portfolio Management

. Trading (Mutual Funds, GICs, stocks, etc.)

. Reporting & Taxation

. Account Fee Billing

. Regulatory Compliance





Required Skills:



. Strong experience in manual functional testing

. Proficiency in writing test cases, test scenarios, and maintaining test documentation

. Experience with tools such as JIRA and Jira plug-ins like Z-Ray or Zephyr

. Understanding of SDLC, STLC, and QA best practices

. Knowledge of financial systems and workflows, particularly in: Wealth Management Financial Planning & Advisory Services Trading Operations Client Reporting & Taxation Billing & Compliance





Preferred Qualifications:



. Bachelor's degree in Computer Science, Finance, Information Technology, or a related field

. Familiarity with SQL for backend and data validation

. Understanding of financial regulations and compliance standards

. Exposure to Agile/Scrum methodologies

. ISTQB or equivalent certification is a plus

. Excellent communication, documentation, and stakeholder collaboration skills

Your future duties and responsibilities

Required qualifications to be successful in this role

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