Consultant - CRM Financial Services

Deloitte France; Toronto; Hybrid; CAD 58,000 - 102,000; Full time

Benefits offered by this job

Bonus program

Flexible work arrangements

Hybrid work structure

Mental health benefits

Job summary

Deloitte Canada is seeking a skilled Business Analyst/Functional Consultant to lead CRM and Salesforce transformations for Financial Services clients. You will shape requirements, map processes, and deliver agile, stakeholder-focused solutions in a bilingual environment.

Join a collaborative team delivering modern Salesforce-based CRM capabilities, driving value through disciplined backlog management, workshops, and cross-team coordination across client stakeholders and delivery teams.

Qualifications

• 3–5+ years of business analysis, functional consulting, product or technology delivery experience.
• Experience working within Financial Services; banking experience is preferred.
• Experience supporting CRM implementations or transformation programs.
• Salesforce experience is preferred; exposure to Financial Services Cloud, Sales Cloud or Service Cloud is an asset.
• Understanding of Agile delivery practices, including user stories, acceptance criteria, backlog refinement and sprint delivery.
• Strong analytical, documentation and communication skills.
• Professional proficiency in both French and English, with the ability to participate effectively in French-language client discussions.

Responsibilities

• Support discovery sessions and workshops with business and technology stakeholders.
• Analyze current-state processes, pain points and business requirements and help define future-state processes and CRM capabilities.
• Develop functional requirements, user stories, process flows and acceptance criteria.
• Support mapping of business requirements to Salesforce/FSC capabilities and identification of functional gaps.
• Maintain and refine the product backlog, ensuring user stories are sufficiently detailed and ready for sprint delivery.
• Work with functional leads, architects, developers, data, integration and testing teams throughout implementation.
• Participate in sprint planning, backlog refinement, daily delivery activities, demonstrations and retrospectives.
• Support functional testing, defect investigation, UAT preparation and resolution of business issues.
• Prepare functional documentation, decision logs, workshop materials and other project deliverables.
• Build strong working relationships with client stakeholders and contribute to effective delivery across the project team.

Skills

Business analysis

Functional consulting

CRM delivery

Salesforce

Agile delivery

Bilingual French/English

Tools

Salesforce CRM

Job description

Job Type: Permanent
Work Model: Hybrid
Reference code: 135077
Primary Location: Toronto, ON
All Available Locations: Toronto, ON; Montreal, QC; Ottawa, ON; Quebec City, QC

Our Purpose

At Deloitte, our Purpose is to make an impact that matters. We exist to inspire and help our people, organizations, communities, and countries to thrive by building a better future. Our work underpins a prosperous society where people can find meaning and opportunity. It builds consumer and business confidence, empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and functioning social and economic institutions, and allows our friends, families, and communities to enjoy the quality of life that comes with a sustainable future. And as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all Canadians.

By living our Purpose, we will make an impact that matters.

• Have many careers in one Firm.
• Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness.
• Learn from deep subject matter experts through mentoring and on the job coaching

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What will your typical day look like?

You will:

• Support discovery sessions and workshops with business and technology stakeholders.
• Analyze current-state processes, pain points and business requirements and help define future-state processes and CRM capabilities.
• Develop functional requirements, user stories, process flows and acceptance criteria.
• Support mapping of business requirements to Salesforce/FSC capabilities and identification of functional gaps.
• Maintain and refine the product backlog, ensuring user stories are sufficiently detailed and ready for sprint delivery.
• Work with functional leads, architects, developers, data, integration and testing teams throughout implementation.
• Participate in sprint planning, backlog refinement, daily delivery activities, demonstrations and retrospectives.
• Support functional testing, defect investigation, UAT preparation and resolution of business issues.
• Prepare functional documentation, decision logs, workshop materials and other project deliverables.
• Build strong working relationships with client stakeholders and contribute to effective delivery across the project team.

About the team

Join a collaborative team focused on delivering CRM and digital transformation initiatives for leading Financial Services organizations. We work closely with clients to modernize customer experiences through Salesforce solutions, combining expertise in business analysis, functional consulting, Agile delivery, and Financial Services processes. Our team values innovation, teamwork, and continuous learning, offering opportunities to work alongside experienced consultants, architects, and technology specialists on impactful transformation programs.

Enough about us, let’s talk about you

We are looking for someone with:

• 3–5+ years of business analysis, functional consulting, product or technology delivery experience.
• Experience working within Financial Services; banking experience is preferred.
• Experience supporting CRM implementations or transformation programs.
• Salesforce experience is preferred; exposure to Financial Services Cloud, Sales Cloud or Service Cloud is an asset.
• Understanding of Agile delivery practices, including user stories, acceptance criteria, backlog refinement and sprint delivery.
• Strong analytical, documentation and communication skills.
• Professional proficiency in both French and English, with the ability to participate effectively in French-language client discussions.

Positions based in Quebec: Bilingualism in French and English is required for this position due to the nature of the role having interactions with National & Global clients and project teams.

Total Rewards

The salary range for this position is $58,000 - $102,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.
Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. On top of our regular paid vacation days, some examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, firm-wide closures known as "Deloitte Days", dedicated days of for learning (known as Development and Innovation Days), flexible work arrangements and a hybrid work structure.
Our promise to our people: Deloitte is where potential comes to life.
Be yourself, and more.
We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance.
Be the leader you want to be
Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader.
Have as many careers as you want.
We are uniquely able to offer you new challenges and roles – and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors.
The next step is yours
At Deloitte, we are all about doing business inclusively – that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative .
We encourage you to connect with us at [e-mail] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [e-mail] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis).

Our promise to our people: Deloitte is where potential comes to life.

Be yourself, and more.

We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance.
You shape how we make impact.

Diverse perspectives and life experiences make us better. Whoever you are and wherever you’re from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute.
Be the leader you want to be

Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader.
Have as many careers as you want.

We are uniquely able to offer you new challenges and roles – and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors.
The next step is yours

At Deloitte, we are all about doing business inclusively – that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative .

We encourage you to connect with us at [e-mail] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [e-mail] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis).

When you apply, we will review your application using Deloitte's Global Talent Standards to ensure a consistent recruitment experience. Our recruitment advisors and hiring teams will utilize human screening combined with AI technology to help identify the skills and qualities that matter most to our business, while safeguarding your privacy and using AI responsibly.

Deloitte Canada has 20 offices with representation across most of the country. We acknowledge that Deloitte offices stand on traditional, treaty, and unceded territories in what is now known as Canada. We recognize that Indigenous Peoples have been the caretakers of this land since time immemorial, nurturing its resources and preserving its natural beauty. We acknowledge this land is still home to many First Nations, Inuit, and Métis Peoples, who continue to maintain their deep connection to the land and its sacred teachings. We humbly acknowledge that we are all Treaty people, and we commit to fostering a relationship of respect, collaboration, and stewardship with Indigenous communities in our shared goal of reconciliation and environmental sustainability.