Business Analyst Role in Wealth Management (Ontario)

Business Analyst Role in Wealth Management (Ontario)

18 Aug
|
Richardson Wealth
|
Ontario

18 Aug

Richardson Wealth

Ontario

Elevate your career with Richardson Wealth in a hybrid Senior Business Analyst position. Focus on strategic initiatives, relationship management, and Salesforce solutions to drive meaningful change.

As a key member of the Business Solutions team, you will support large-scale projects and guide business partners in achieving their goals. Your expertise in business process modeling and Salesforce Financial Services Cloud will be vital in ensuring the successful execution of initiatives. Collaborate with cross-functional teams to identify solutions that meet business needs and enhance service delivery.

Key Responsibilities:
• Act as the primary contact for business partners
• Consult on project goals and objectives
• Manage business and solution requirements extensively




• Lead elicitation and documentation of requirements
• Participate in post-implementation reviews to ensure compliance

Requirements:
• Over 10 years of business analysis experience
• Demonstrated analytical and problem-solving abilities
• Extensive relationship management and negotiation skills
• Proven experience in third-party solution implementations
• Working knowledge of SQL and project management techniques

Drive impactful projects at Richardson Wealth using your business acumen and analytical methods to foster success.
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📌 Business Analyst Role in Wealth Management (Ontario)
🏢 Richardson Wealth
📍 Ontario

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