Salesforce Technical Business Analyst

Scotiabank; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading bank in the Americas is seeking a Salesforce Technical Business Analyst to support Global Wealth Management Systems. The role involves defining requirements, resolving complex issues, and participating in system implementations. Ideal candidates will have experience with Salesforce, SQL, and financial instruments, alongside strong analytical and communication skills.

Benefits

Diversity, Equity, Inclusion & Allyship

Tuition Assistance

Flexible Vacation

Competitive Rewards Program

Community Engagement Opportunities

Qualifications

• At least 3 years of experience supporting Salesforce as a CRM.
• Knowledge of financial instruments and risk management methodologies.

Responsibilities

• Define requirements and processes to resolve complex problems.
• Participate in testing new systems and provide ongoing support.

Skills

Communication

Analytical Skills

Project Management

Education

Salesforce Administrator

Salesforce Business Analyst Certificate

Tools

SQL

ETL Tools

Job description

Requisition ID: 223261

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

The Salesforce Technical Business Analyst is responsible for building and supporting Global Wealth Management Systems.

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

• The incumbent is responsible for research and analysis leading to the definition of requirements and processes to assist in the resolution.

• Assist the Senior Manager/Project Manager in resolving highly complex, multi-faceted problems to meet the needs of the supported Line of Business, by applying their financial and technological knowledge to the design of methodologies, models, and/or systems solutions

• This may involve rapid prototyping, with requirements and solutions developed on an iterative basis that provides interim deliverables until a final production solution is created

• This includes conducting research and analysis, accurately and clearly defining user requirements and processes, and liaising with the users.

• The incumbent is also responsible for participating in the testing of new systems or enhancements, the training of users, and providing ongoing support to all supported units worldwide. This is made more challenging due to differences in time zones and the variation in the business lines.

• Participate in the systems implementation process by developing test cases, performing testing, defining user procedures and workflows, developing conversion and implementation strategies, verifying conversion, providing user documentation, providing user training, and providing post-implementation support.

• The incumbent is responsible for ensuring that management is kept informed and that problems and issues are escalated appropriately.

• The incumbent must remain current and aware of all trends in technology.

• Continually acquire and enhance knowledge of the Division's business strategies and policies, risk management practices and methodologies, product offerings, financial markets, financial instruments, regulatory requirements, Back Office processes, and rapidly changing technology to be able to provide effective business solutions and services to the end user business lines.

• This position requires excellent communication (written/oral) skills, time management and project management experience.

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

• The incumbent must have a very good knowledge of financial instruments, including market conventions and valuation methods, and risk management methodologies and models including best practices, current and anticipated regulatory requirements.

• Must have a very good Back Office processes, and the end-to-end workflows among the Front, Middle, and Back Offices, within at least one financial market area and a good knowledge of at least one other financial market area.

• The incumbent must be a creative, self-starting, results-oriented, and highly motivated individual with very good analytical skills in order to apply this knowledge to assist in the resolution of complex business problems.

• At least 3 years of experience supporting Sales Force as a CRM preferably FSC.

• Must have some working knowledge with methods of release Management, change management and code promotion.

• Hands of experience with SQL Scripting.

• Experience with ETL tools such as Talend or Data stage

• Two or more of the below Salesforce Certificates: Salesforce Administrator, Platform App Builder, Platform Developer 1, Salesforce Advance Administrator and Salesforce Business Analyst Certificate

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, contests, cooking with friends, Humans of Digital and much more!

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.