Role: Business system analyst

Location: Toronto, ON (Hybrid)

Type: Full-time

Primary Responsibilities

- Requirements Gathering & Analysis
- Conduct structured stakeholder interviews and workshops to elicit detailed business requirements from advisors, branch managers, operations teams, and compliance partners
- Document functional and non-functional requirements in explicit, actionable specifications aligned with Salesforce Financial Services Cloud capabilities
- Perform gap analysis between current-state processes (manual, legacy systems) and target-state Salesforce solutions, identifying opportunities for automation and process optimization
- Create detailed user stories with acceptance criteria (Given-When-Then format) and maintain a prioritized product backlog in Jira
- Validate requirements against client policies, regulatory constraints (IIROC, provincial regulations), and data governance standards
- Collaborate with Solution Architects to translate requirements into technical design specifications and configuration approaches
- Maintain requirements traceability matrix linking business needs to Salesforce features, test cases, and acceptance criteria

Testing & Quality Assurance

- Design comprehensive test cases and test scenarios covering functional, integration, security, performance, accessibility, and compliance aspects
- Execute system integration testing (SIT), user acceptance testing (UAT), and regression testing in lower environments (DEV, QAT, UAT)
- Coordinate UAT sessions with business users, document defects, and track remediation in Jira
- Validate data quality and system integration points (e.g., data sync with Financial Core, Document Management Gateway, Entitlements Service)
- Conduct smoke testing prior to production deployments to ensure critical paths are functional




- Support production issue triage, root cause analysis, and postmortem documentation
- Develop and maintain test data sets that reflect real-world wealth management scenarios

Process Improvement & Optimization

- Map current-state and target-state business processes using industry-standard notation (swimlane diagrams, flowcharts)
- Identify automation opportunities, bottlenecks, and manual touchpoints that create operational toil
- Recommend Salesforce configuration and customization approaches based on Financial Services Cloud best practices
- Conduct process walkthroughs with advisors and operations teams to validate proposed solutions
- Partner with development teams to evaluate custom code vs. standard configuration trade-offs
- Support continuous improvement initiatives by gathering feedback post-launch and recommending enhancements
- Document standard operating procedures (SOPs) and process runbooks for knowledge transfer

Training & User Adoption

- Develop comprehensive training materials including user guides, quick reference cards, video tutorials, and FAQs tailored to different user personas (advisors, operations staff, managers)
- Conduct train-the-trainer sessions with power users and internal champions to scale adoption
- Facilitate role-based user training sessions (in-person, virtual, and self-paced options)
- Create and maintain adoption dashboards tracking training completion, system usage metrics, and user satisfaction
- Support knowledge transfer and change management initiatives, addressing user concerns and driving organizational buy-in
- Perform post-launch support during stabilization period, providing real-time assistance and escalating complex issues
- Gather user feedback and recommend iterative improvements based on adoption patterns and pain points

📌 Business Systems Analyst – Salesforce FSC (Toronto)
🏢 Umanist Staffing
📍 Toronto