Senior Business Analyst (Salesforce)

Richardson Wealth; Toronto; On-site; CAD 94,500 - 115,500; Full time

Benefits offered by this job

Health & dental benefits

RRSP matching plan

Paid time off

Job summary

Richardson Wealth in Toronto is seeking an experienced Senior Business Analyst to join the Business Solutions team. You will lead Salesforce FSC initiatives, elicit requirements, map business processes, and support agile delivery with product owners and developers.

Strong communication and stakeholder management are essential to drive strategic wealth management outcomes. The role offers a collaborative environment, competitive compensation, health and dental benefits, a group RRSP matching plan

Qualifications

• 10+ years progressive business analysis/business consulting experience.
• Excellent problem solving and analytical skills.
• Strong relationship management and communication abilities.
• Experience with requirements elicitation, analysis, documentation and management.
• Experience in large-scale implementations of third-party solutions.
• Knowledge of UML/BPMN or similar modelling techniques.
• Experience with data requirements gathering.
• Hands-on Salesforce FSC experience in BA role.
• Familiarity with SDLC methodologies (Waterfall, Iterative, Agile).
• Wealth Management Front/Back Office knowledge is a plus.

Responsibilities

• Act as primary contact/relationship manager for business partners on strategic directions and new opportunities.
• Consult with the business to understand goals and advise on solution functionality.
• Own the solution to satisfy business needs.
• Elicit, analyse, document and manage business and solution requirements.
• Lead requirements management on projects.
• Build relationships with stakeholders to identify solutions and resolve variances.
• Review testing docs and triage defects to meet business needs.
• Participate in post-implementation reviews and lessons learned.
• Provide subject matter expertise on application usage.
• Lead BA activities for Salesforce FSC initiatives in Agile delivery.
• Collaborate with Product Owners, Scrum Masters, Salesforce admins, developers and stakeholders to refine backlogs.
• Support other team members in achieving objectives and client services.
• Foster a positive, customer-focused and collaborative work environment.

Skills

Business analysis

Problem solving

Relationship management

Requirements elicitation

SDLC knowledge

Process modelling

Data requirements

FSC experience

SQL

Agile / Waterfall

Education

Bachelor's degree

Canadian securities knowledge

CBAP (IIBA)

Salesforce certification

Tools

Salesforce FSC

Job description

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.

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 business needs
• Elicits, analysis, documents and manages business and solution requirements
• Acts as a primary requirements management contact on projects
• 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 expertise on specific application usage or area of knowledge (e.g., setting up customer data on various products)
• Leads business analysis activities for Salesforce Financial Services Cloud (FSC) initiatives, including eliciting and documenting requirements, mapping business processes, validating solution designs, and supporting user story development within an Agile delivery framework.
• Collaborates with Product Owners, Scrum Masters, Salesforce administrators, developers, and business stakeholders to refine backlogs, define acceptance criteria, support sprint planning, and ensure delivered Salesforce FSC capabilities align with business objectives.
• 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
• Strong hands-on Salesforce Financial Services Cloud (FSC) experience in a business analysis role, including requirements elicitation, process mapping, solution validation, stakeholder engagement, and support for Salesforce implementation and configuration activities
• 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
• Canadian Securities Course or related certification is an asset
• CBAP (Certified Business Analysis Professional) – IIBA is an asset
• Salesforce certification, such as Salesforce Administrator, Salesforce Business Analyst, or Financial Services Cloud Accredited Professional, 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.

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.