Salesforce and Digital Business Analyst - Mutual Funds

Scotiabank; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading bank seeks a Salesforce and Digital Business Analyst to deliver support and improve user experience in its Asset Management division. The successful candidate will work within an agile environment, focusing on CRM and digital web products while collaborating with business lines to enhance technology solutions. Join a purpose-driven team at Scotiabank, where diversity and community engagement are prioritized.

Benefits

Competitive rewards program including bonus and benefits starting day one

Upskilling opportunities through online courses

Dynamic workspace with free amenities

Diversity and inclusion initiatives

Community engagement programs

Qualifications

• 3-5 years of experience in mutual funds industry and Salesforce Admin.
• Ability to analyze data using Salesforce reports.
• Basic knowledge of programming languages such as SQL.

Responsibilities

• Perform analysis and support for Dynamic Web Products and Salesforce.
• Participate in meetings regarding user requirements and design.
• Maintain, support, and enhance existing applications.

Skills

Salesforce

Web technologies

Data analysis

Problem solving

Job description

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Title: Salesforce and Digital Business Analyst - Mutual Funds

Requisition ID: 222944

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

You will be working with a project team to successfully deliver L1 and BA support to provide excellent user experience by providing problem resolution into Scotiabank’s production system environment. The role will focus on CMS [content management system] and CRM systems supporting the Asset Management line of business. The role will provide the opportunity to work within the bank’s agile environment by participating in daily stand-ups, retrospectives, and sprint reviews. As a member of a delivery team, you will assist in the design and support the development phases in order to meet the client needs/timelines and to support IT&S partners and will participate in both front and backend design.

The main function of this role is to perform the analysis and daily functional support of Dynamic Web Products (consisting of Dynamic Public and Advisor Web Site), Investor Portal (our Client Web Site) and Salesforce. The Application Support Analyst will be responsible for implementing standards and best practices around the development of application services.

L1 support Engineers have basic knowledge of product/service and skill to troubleshoot issues like password reset, software installation/uninstallation/reinstallation.

Is this role right for you? In this role you will:

• Participate in meetings regarding user requirements and design throughout the development phase of the project
• Acts as the Subject Matter Expert
• Proactively partners with business line representatives to drive improved technology solutions that support business strategy
• Participates as technical or business consultant in design, development, coding, testing, and debugging new packaged solutions or significant enhancements to existing applications
• implementation Demonstrates an informed knowledge of business functions to resolve problems and capitalize on improvement opportunities Supports one or more highly complex business processes
• Maintain, support and enhance existing applications
• Develop training materials and procedures, or train users in the proper use of software

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• Working knowledge of CRM [Salesforce] and Wealth Management
• Hands-on technical working knowledge/experience with web based technologies
• Basic knowledge of programming languages in order to comprehend reading code and basic functions, i.e., SQL
• Minimum of 3-5 years related work experience in the mutual fund industry and Salesforce Admin
• Experience in the financial service industry is preferred
• Understanding of Salesforce platform Financial Service Cloud and other modules, including configuration, customization, data loader and administration.
• Ability to analyze data, identify trends, and generate insights using Salesforce reports and dashboards.
• Understanding how data is structured, stored, and used within Salesforce.
• Understanding of Customer Relationship Management principles and their application within Salesforce.
• Ability to identify and resolve issues, both technical and business-related, within Salesforce.

What's in it for you?

• Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employee to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.
• Accessibility and Workplace Accommodations - We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.
• Upskilling through online courses, cross-functional development opportunities, and tuition assistance.
• Competitive Rewards program including bonus, flexible vacation, personal, sick days and benefits will start on day one.
• Dynamic Ecosystem - Free tea & coffee, universal washrooms, and lots of space for team collaboration.
• Community Engagement - No matter where you choose to work from; we offer opportunities for community engagement & belonging with our various programs such as hackathons!

Working location condition: Hybrid

#LI-Hybrid

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.