CRM Consultant – Financial Services (Salesforce)

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

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.