Business Analyst – Salesforce

Story Behind the Need:

• Business group: The Global Wealth Engineering team is leading a multi-year digital transformation to deliver a best-in-class Advisor Desktop for Canadian Wealth Management (CWM).
• The Business Analyst will support Wealth Management initiatives built on Salesforce Financial Services Cloud (FSC). The ideal candidate combines strong BA fundamentals with hands‑on Salesforce knowledge, particularly within the Financial Services Cloud ecosystem. This role requires translating business requirements into clear user stories, supporting testing activities, and collaborating across multiple teams in a fast‑paced environment.

Candidate Value Proposition:

• The successful candidate will have the opportunity to work on a global initiative and have exposure to international stakeholders (not only specific to the Canadian market) such as LATAM; help design a platform that supports over 16 million users in a major financial institution so is high visibility.

Typical Day in 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 requirements:

• 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:
o 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:
o Salesforce Certified Administrator
o Salesforce Certified Platform App Builder
o Salesforce Certified Developer I
o Salesforce Certified Sales Cloud Consultant
• Testing experience within Salesforce environments
• Experience with data migration or ETL concepts

Soft skills:

• 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:
o Salesforce Certified Administrator
o Salesforce Certified Platform App Builder
o Salesforce Certified Developer I
o Salesforce Certified Sales Cloud Consultant
• Good working knowledge of MS Office, MS Visio and JIRA/Confluence

Best VS. Average Candidate:

• Clear communicator with strong articulation of past project scenarios
• Demonstrated experience in FSC + Wealth Management
• Comfortable working with data and performing basic technical tasks
• Collaborative mindset; not an independent analyst working in isolation
• Strong foundational Salesforce knowledge

Candidate Review & Selection:

• 1st – Hiring manager or senior manager– Online – 30- mins – scenario-based questions. General experience and role overview.
• 2nd – Director and Senior BA– In person – 60 mins – probing questions on business requirements, Technical capabilities and cultural fit.

Please note:

• AI is not used to screen, assess, or select candidates.
• This role reflects an existing vacancy at the time of posting.