Senior Business Analyst

Richardson Wealth Ltd; Toronto; Hybrid; CAD 94,000 - 116,000; Full time

Job summary

A leading wealth management firm in Toronto is seeking an experienced Business Analyst. This role focuses on managing relationships with business partners and leading large projects. Candidates should have over 10 years of business analysis experience, strong problem-solving skills, and familiarity with Salesforce. The compensation range is competitive, alongside benefits such as health and dental coverage. This position supports a hybrid work model and promotes a collaborative environment.

Benefits

Performance-based incentive plan

Comprehensive health & dental benefits

Group RRSP matching plan

Paid time off

Qualifications

• 10+ years business analysis/business consulting experience.
• Experience in large-scale implementations of third-party solutions.
• Hands-on experience in business process modelling using UML or BPMN.

Responsibilities

• Acts as primary contact/relationship manager for business partners.
• Consults with business to understand goals for projects.
• Elicits, analyses, documents, and manages business requirements.

Skills

Business analysis

Problem solving

Relationship management

Analytical skills

Communication

Education

University degree/college diploma

CBAP (Certified Business Analysis Professional)

Tools

Salesforce

SQL

Job description

Job Description

Posted Wednesday, January 28, 2026 at 5:00 a.m.

About Us:

As a leading Canadian wealth management organization,Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Position Overview
This position is a member of the Business Solutions team, reporting to the Senior Manager.

This is an existing vacancy

Duties and Responsibilities

• Acts as the primary contact/relationship manager for a portfolio of business partners in the development and implementation of strategic directions, new business opportunities, product initiatives, and service developments
• Consults with the business to understand its goals and objectives for a specific initiative or project and advises the business on the functionality, applicability, and usability of alternative solution
• Responsible for owning the solution to satisfy the business needs
• Elicits, analysis, documents and manages business and solution requirements
• Acts as a primary requirements management contact on projects
• Recommends process improvements
• Builds relationships and works collaboratively with stakeholders to identify solutions and resolve variance from product/application specifications
• Reviews testing documentation and participates in triaging defects to ensure business needs and solution requirements are met
• Participates in post implementation reviews and processes (e.g. lessons learned, post-install application verifications, warranty support reviews etc.)
• Provides subject matter expertise on specific application usage or area of knowledge (e.g., setting up customer data on various products)
• Supports other team members in achieving project/ business objectives and providing client services
• Fosters a positive work environment that promotes customer service, quality, innovation and teamwork

Qualifications

• 10+ years progressive business analysis/business consulting experience, supporting and leading large/enterprise-wide projects
• Solid problem solving and analytical skills. Ability to multi-task in a multi-faceted role within a high paced environment
• Strong relationship management, communication, negotiation, and interpersonal skills
• Solid understanding of requirements elicitation, analysis, documentation and management
• Experience in large-scale implementations of third-party solutions
• Hands-on experience in business process modelling using UML, BPMN or similar techniques
• Hands-on experience in identifying, documenting, and communicating data requirements
• Knowledge of the project management lifecycle (PMLC) and experience with various applications of the software development lifecycle (Waterfall, Iterative, Agile)
• Expertise in Wealth Management domain and Wealth Management Front Office and Back Office Full Service is a definite advantage
• Preferably has hands on experience with Salesforce or has worked on Salesforce advisor journey, implementation and configuration.
• Working knowledge of SQL is a strong asset
• Familiarity with business assessment tools (e.g. feasibility studies, business cases, cost/benefit analysis, project sizing and costing) is an asset

Education

• University degree/college diploma
• CBAP (Certified Business Analysis Professional)-IIBA is an asset

The expected annualized base salary range for this role is $94,500-$115,500

The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

#LI-Hybrid

Why Apply:

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we’re ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.