Senior Business Analyst

Richardson Wealth Ltd•Toronto, ON

52d•CA$94,500 - CA$115,500•Hybrid

About The Position

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. This position is a member of the Business Solutions team, reporting to the Senior Manager. This is an existing vacancy.

Requirements

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
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

Nice To Haves

Expertise in Wealth Management domain and Wealth Management Front Office and Back Office Full Service is a definite advantage
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
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

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