Salesforce Business Analyst Financial Services Location: Toronto, ON Work Arrangement: Onsite Job Type: Full-Time / FTE Job Summary We are seeking an experienced Salesforce Business Analyst / Functional Lead with strong Financial Services and Banking experience to drive Salesforce solution delivery within a highly regulated, enterprise-scale environment.

The ideal candidate will have deep knowledge of Salesforce Financial Services Cloud, banking processes, requirements analysis, and cross-functional stakeholder management.

Required Skills & Qualifications Relevant college, university, or post-graduate degree in Engineering or a related discipline . 8+ years of experience as a Salesforce Functional Lead / Business Analyst . 5+ years of experience in the Financial Services / Banking industry .

Proven experience delivering Salesforce solutions at enterprise scale within highly regulated environments.

Strong understanding of banking workflows, customer lifecycle, product lifecycle, and financial compliance.

Hands-on experience with Salesforce Financial Services Cloud .

Experience integrating Salesforce with core banking systems and data lakes .

Strong ability to work with business stakeholders, Product Owners, architects, technical leads, and senior executives.

Experience with Agile/Scrum, Jira, Confluence, and enterprise Dev

Ops practices .

Strong understanding of Salesforce best practices and security standards.

Key Responsibilities Collaborate with business stakeholders to understand objectives, requirements,



current-state and future-state processes, and pain points.

Lead workshops, interviews, requirement gathering, refinement, and discovery sessions.

Work closely with Product Owners, architects, technical leads, and UX teams to define effective Salesforce solutions.

Identify and recommend Salesforce out-of-the-box solutions and define custom solutions where required.

Prepare and present solution options and recommendations to the Salesforce Design Authority .

Conduct POCs and impact analysis across existing Salesforce processes, configurations, and data.

Create functional artifacts including Epics, User Stories, acceptance criteria, process documentation, and Confluence documentation .

Participate in Scrum ceremonies and lead squad refinement sessions.

Support QA teams by defining functional scenarios, clarifying requirements, and reviewing test cases.

Participate in defect triage and support issue resolution.

Ensure Salesforce solutions align with enterprise architecture, security, compliance, and platform best practices.

Facilitate communication and alignment between business and technology teams.

Preferred Skills Salesforce Financial Services Cloud experience.

Solid understanding of Salesforce integrations and enterprise architecture .

Experience working in banking, wealth management, insurance, or other regulated financial environments.

Experience with Salesforce configuration, data models, workflows, and security concepts.

Salesforce certification(s) are an asset.

📌 Salesforce Business Analyst – Financial Services || Toronto, ON - Onsite || Fulltime FTE
🏢 AceStack
📍 Toronto