Business Systems Analyst -FTE-Toronto(Hybrid (3 days a week)) -

Required Qualifications

Education & Experience

Bachelor’s degree in Business, Information Systems, Computer Science, or equivalent professional experience

Minimum 4 years of experience as a Business Systems Analyst, Business Analyst, or equivalent role supporting enterprise software implementations

Demonstrated experience working with Salesforce implementations (Sales Cloud, Service Cloud, or Financial Services Cloud preferred)

Experience supporting financial services, wealth management, or banking operations a strong plus

Proven track record of successful requirements gathering, testing, and UAT coordination on complex projects

Salesforce Certifications

Salesforce Certified Associate or Administrator (required or required within 2 months of hire)

Salesforce Certified Business Analyst (preferred)

Salesforce Certified Financial Services Cloud Accreditaiton (preferred)

Technical Knowledge

Solid understanding of Salesforce Financial Services Cloud data model, objects (Account, Contact, Asset, Financial Account, Relationship), and standard features

Working knowledge of Salesforce configuration (validation rules, workflow rules, process builder, flows) vs. custom development trade-offs





Familiarity with Salesforce data tools (Data Loader, change sets, sandboxes) and integration patterns (APIs, middleware)

Experience with testing tools (TestRail, Jira, Salesforce Navigator, or equivalent)

Basic understanding of database concepts (data relationships, ETL processes, data governance)

Knowledge of enterprise application integration and data synchronization patterns

Business Analysis Skills

Strong analytical and problem-solving skills; ability to break down complex problems into actionable solutions

Excellent documentation skills; ability to create explicit, concise specifications, process maps, and user guides

Proficiency with data analysis and visualization tools (Excel, Tableau, or equivalent) to support insights and recommendations

Experience with Agile/Scrum methodologies and participation in sprint cycles

Ability to elicit and validate requirements through structured techniques (interviews, workshops, user story mapping)

Strong functional knowledge of wealth management or financial services operations (client relationships, account management, advisory processes, compliance workflows)

📌 Salesforce Business Systems Analyst (Toronto)
🏢 I8IS
📍 Toronto