Salesforce Business Analyst – FSC

FP Inc.; Toronto; Hybrid; CAD 83,000 - 109,000; Full time

Job summary

FP Inc. is seeking a Salesforce Business Analyst - FSC in Downtown Toronto, hybrid role, 2 months, supporting testing activities and requirements analysis for Wealth Management in a major Canadian bank context.

The candidate will translate requirements into structured user stories, perform functional validation, manage data via SOQL and Data Loader, and collaborate across business, tech, and operations to ensure regulatory alignment while driving data quality.

Qualifications

• 8 years as a business analyst in Financial Services with Wealth Management exposure.
• Experience owning delivery from concept to implementation on behalf of the Product Owner.
• Strong Salesforce FSC experience including data handling with SOQL and Data Loader.
• Proven ability to coordinate across business, tech, and operations teams.

Responsibilities

• Gather, analyze, and document requirements with Wealth stakeholders.
• Translate requirements into structured user stories for Salesforce teams.
• Support testing activities, including functional validation and triage.
• Analyze Salesforce data using SOQL and perform data loads.
• Collaborate across business, technology, and operations for alignment.
• Support enhancements within Financial Services Cloud post-implementation.
• Ensure data quality and regulatory alignment in Wealth processes.

Skills

SOQL scripting

Leadership & ownership

Requirements gathering

Testing & QA coordination

Salesforce FSC knowledge

Education

Bachelor's degree in Computer Science or related field

Active Salesforce Certification (Admin/Platform App Builder/Developer I/Sales Cloud)

Tools

Salesforce Data Loader

ETL tools

MuleSoft

Talend

Job description

JOB DESCRIPTION

Location: Hybrid | Downtown, Toronto

Duration: 2 Months

Our client, a leading financial institution in Downtown Toronto, is looking for a Salesforce Business Analyst - FSC to support testing activities, including functional validation and defect triage. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.

Typical Day in the role:

• Partner with Wealth business stakeholders to gather, analyze, and document requirements
• Translate requirements into clear, structured user stories for Salesforce development teams
• Support testing activities, including functional validation and defect triage
• Analyze and manipulate Salesforce data using SOQL and Data Loader
• Collaborate across multiple teams (business, technology, operations) to ensure alignment
• Support ongoing enhancements and steady-state applications within Financial Services Cloud
• Contribute to data-related tasks, including data loads and data quality checks
• Ensure solutions align with Wealth Management processes and regulatory expectations

Must Have Skills:

• 8 years of experience as a business analyst within the Financial Services industry, with a strong preference for Wealth Management exposure, and at least 3 years of experience in Salesforce Financial Services Cloud
• Demonstrate effective leadership skills, including the ability to assume end-to-end ownership on behalf of the Product Owner during project execution, knowing when to assume responsibility for the related project deliverables, or seeking approval
• Manage timely and accurate delivery of tasks for assigned projects through all stages of the project life cycle from concept to implementation. E.g., track tasks, map process flows, document requirements/stories, testing, liaise with Business, Development and Vendors, communication plan execution, etc., ensuring that key stakeholders are kept informed of all unresolved issues, other areas of concern and any other deviations from project timelines
• Hands-on experience with SOQL scripting (including data analysis, validation, and troubleshooting) and ETL and integration tools, such as:
• Salesforce Data Loader

Nice-To-Have Skills:

Experience with Salesforce integration tools (MuleSoft, Talend)

• At least one active Salesforce certification obtained prior to joining (certifications will be verified), including one or more of the following:

1. Salesforce Certified Administrator
2. Salesforce Certified Platform App Builder
3. Salesforce Certified Developer I
4. Salesforce Certified Sales Cloud Consultant
5. Testing experience within Salesforce environments

• Experience with data migration or ETL concepts

Soft Skills Required:

• Working knowledge of software delivery methodologies, including release management, change management, and training/support models
• Strong understanding of the project lifecycle, delivery methodologies (Agile and Waterfall), and expected outputs at each phase
• Highly analytical and solution-oriented, with strong problem‑solving skills and the drive to move initiatives forward
• A creative, self‑starting, and results‑oriented mindset, with high motivation and the ability to work independently while collaborating effectively within cross‑functional teams
• Strong verbal communication and business writing skills, with the ability to effectively engage stakeholders at all levels within a cross‑functional environment
• Demonstrated experience working with a technology product end to end, from discovery and requirements through delivery and implementation

Education:

A Bachelor’s degree in Computer Science or an equivalent combination of education and relevant experience

• At least one active Salesforce certification obtained prior to joining (certifications will be verified), including one or more of the following:
• Salesforce Certified Administrator
• Salesforce Certified Platform App Builder
• Salesforce Certified Developer I
• Salesforce Certified Sales Cloud Consultant
• Good working knowledge of MS Office, MS Visio and JIRA/Confluence

FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong.

In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position.

The hourly compensation range for this role is $60/hr -$79/hr.

We seek applicants with a wide range of abilities, and we provide an accessible candidate experience.

We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.