Business Systems Analyst – Microsoft 365 Copilot & Copilot Studio

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Pay Details:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

The Business Systems Analyst (BSA) will play a critical role in identifying, defining, and delivering high‑value Microsoft 365 Copilot and Copilot Studio use cases across the organization. This role bridges business stakeholders, product owners, and technical teams to ensure Copilot solutions are aligned with business objectives, compliant with governance and risk requirements, and optimized for user adoption and measurable outcomes.

The BSA will lead use‑case discovery, requirements definition, and backlog refinement for Copilot‑enabled solutions, while supporting responsible AI usage, security, and change management in an enterprise Microsoft 365 environment.

Use Case Discovery & Business Analysis:

• Partner with business stakeholders to identify, assess, and prioritize Copilot and Copilot Studio use cases that improve productivity, decision‑making, and operational efficiency.

• Facilitate workshops and interviews to capture current‑state processes, pain points, and future‑state Copilot opportunities.

• Translate business needs into clear, well‑defined functional and non‑functional requirements, user stories, and acceptance criteria.

Copilot & Copilot Studio Solution Support:

• Support the design of Copilot Studio solutions (custom copilots, topics, plugins, connectors) by clearly defining business logic, conversation flows, and data requirements.

• Collaborate with engineers, architects, and platform teams to ensure solutions align with Microsoft 365 Copilot capabilities, limitations, and best practices.

• Ensure Copilot solutions are grounded in approved enterprise data sources and respect data access, privacy, and security constraints.

Governance, Risk & Compliance Alignment:

• Work closely with risk, legal, privacy, and security stakeholders to ensure Copilot use cases comply with enterprise AI usage guidelines, data handling rules, and attestation requirements.

• Document and support required governance artifacts (e.g., use‑case descriptions, risk assessments, approvals, and usage attestations).

• Ensure Copilot is positioned as a decision‑support tool, not a decision‑maker, in line with internal guidance.

Product & Agile Delivery:

• Maintain and refine the product backlog for Copilot initiatives, ensuring items are well‑prioritized, actionable, and aligned to business value.

• Support sprint planning, backlog grooming, and demos by clarifying scope, dependencies, and success metrics.

• Define and track KPIs and success measures for Copilot adoption and outcomes (e.g., time saved, quality improvements, user satisfaction).

Adoption & Change Enablement:

• Partner with change, communications, and training teams to support Copilot adoption and responsible usage across business units.

• Help define user guidance, usage scenarios, and guardrails to maximize value while minimizing risk.

• Gather user feedback and translate insights into continuous improvement opportunities.

Required Qualifications:

• Previous experience as a Business Systems Analyst, Product Analyst, or similar role in an enterprise environment.

• Strong experience eliciting and documenting business and system requirements using Agile or hybrid methodologies.

• Hands‑on experience with Microsoft 365 (Teams, Outlook, Word, Excel, SharePoint) and an understanding of how Copilot integrates into these tools.

• Experience working with Copilot Studio, Power Platform (Power Virtual Agents, Power Automate), or conversational AI solutions.

• Proven ability to work with cross‑functional teams including product, engineering, architecture, security, and risk.

• Excellent facilitation, communication, and stakeholder‑management skills.

• Background in financial services or other highly regulated environments.

• Experience defining adoption metrics and measuring business value for digital or AI‑enabled products.

Key Competencies:

• Analytical thinking and structured problem‑solving

• Strong documentation and storytelling skills

• Comfort operating in ambiguity and emerging technology spaces

• Customer‑centric and value‑driven mindset

• Ability to balance innovation with risk and compliance

EXPERIENCE & EDUCATION

• Undergraduate degree or Technical Certificate
• 5-7 years relevant experience

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.  

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process 
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):