Wealth Management Business Analyst Role (Toronto)

Wealth Management Business Analyst Role (Toronto)

08 Sep
|
Richardson Wealth
|
Toronto

08 Sep

Richardson Wealth

Toronto

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 strong analytical and relationship management skills will support successful implementation and integration of strategic initiatives across the firm. Serve as the main point of contact for strategic initiatives

- Document and manage all business specifications
- Lead the analysis for Salesforce Financial Services Cloud
- Conduct post-implementation reviews and feedback sessions 10+ years of relevant business analysis experience
- Solid expertise in Salesforce FSC and project management
- Proficient in business process modeling techniques
- 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 (Toronto)
🏢 Richardson Wealth
📍 Toronto

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