Take on a transformative role as a Business Analyst at Richardson Wealth, driving strategic projects and stakeholder engagement in wealth management. This position prioritizes innovative solution development and application proficiency.

As part of the Business Solutions team, you will work closely with various stakeholders to identify requirements and guide project direction. Your solid analytical and relationship management skills will support successful implementation and integration of strategic initiatives across the firm.

Key Responsibilities:
• Serve as the main point of contact for strategic initiatives
• Document and manage all business specifications
• Lead the analysis for Salesforce Financial Services Cloud




• Foster collaboration with Product Owners and developers
• Conduct post-implementation reviews and feedback sessions

Requirements:
• 10+ years of relevant business analysis experience
• Strong expertise in Salesforce FSC and project management
• Proficient in business process modeling techniques
• Effective communication and negotiation skills
• Familiarity with business assessment practices

Bring your skills in business analysis and wealth management to enrich the team at Richardson Wealth.
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📌 Wealth Management Business Analyst Role (Ontario)
🏢 Richardson Wealth
📍 Ontario