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The Salesforce Principal Consultant is a senior leadership role within the Delivery team. You will drive solution design, guide clients through strategic planning, and enable your team to deliver exceptional outcomes. This position requires deep Salesforce expertise, strong business acumen, and the ability to lead both clients and internal teams through complex transformations.Key ResponsibilitiesScope engagements and support pre‑sales efforts by providing strategic input and accurate level of effort estimates for complex customizationsAct as a Solution Designer for projects of any size and complexityFacilitate client discussions on strategic planning, road mapping, and prioritization with a focus on business process impact and measurable benefitsLead solution workshops and provide thought leadership on Salesforce FSC capabilities for wealth and asset managementPartner with clients to create change management plans including training, enablement, communication, and rollout strategiesTranslate client business needs into clear business and technical requirementsLead difficult conversations with clients while partnering with Delivery Leadership to ensure alignmentEnsure architecture aligns with compliance, regulatory, and security requirements in financial servicesStay current on Salesforce roadmap, wealth and asset management industry trends,



and emerging technologiesCoach and enable team members across functional areas to grow their expertiseDevelop and publish original content for internal enablement and external marketing purposesMaintain a point of view on new Salesforce features and articulate their relevance and potential impact to clientsProactively identify and champion improvements to Plative’s delivery methodology based on lessons learned from projects and teamsCreate and share reusable assets such as process blueprints, industry templates, and platform best practicesSupport talent development by interviewing candidates for key roles and cross‑training existing resourcesContribute to marketing efforts by developing thought leadership content on technology, business insights, industry trends, and customer best practicesRequired ExpertiseRecognized functional subject matter expert in at least one Salesforce Cloud or vertical solutionProven expertise in Salesforce FSC (Financial Services Cloud)Functional expertise across additional Salesforce Clouds or verticalsAdvanced skills in declarative automation, reporting, and system customizationsStrong knowledge of point‑to‑point integrations and middleware (iPaaS) platformsExperience planning and executing complex data migrationsExcellent communication and stakeholder management skills,



with the ability to bridge business and technical discussionsWhat We Look ForProven ability to lead enterprise‑level Salesforce projects end‑to‑endStrong communication and facilitation skills to engage executive stakeholdersA collaborative leadership style with a track record of coaching and developing othersThought leadership mindset with the ability to create impactful content for clients and the marketHow You’ll Embody Our Core ValuesPut People First by building trusted relationships with clients and mentoring teammates.Grow Together, Win Together by sharing knowledge, celebrating wins, and elevating others.Bring Your Authentic Self to Work by fostering openness, empathy, and integrity in every interaction.Take the Path You’ll Be Proud Of by delivering excellence, owning outcomes, and learning from challenges.Push Boundaries, Blow Minds by designing creative, scalable solutions that drive real impact.What Happens Next We know that applying for a new role takes time and energy. At Plative, every application is thoughtfully reviewed by real people on our Talent Team. We aim to review applications within 2 weeks. If we think your skills align with what we’re looking for, we’ll be in touch to connect further!Plative Inc. is committed to creating a diverse setting and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.#J-18808-Ljbffr

Apply on Kit Job: kitjob.ca/job/2g8ynz

📌 Salesforce Principal Consultant – Financial Services (Toronto)
🏢 Plative
📍 Toronto