As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. This position is a member of the Business Solutions team, reporting to the Senior Manager. Acts as the primary contact/relationship manager for a portfolio of business partners in the development and implementation of strategic directions, new business opportunities, product initiatives, and service developments Consults with the business to understand its goals and objectives for a specific initiative or project and advises the business on the functionality, applicability, and usability of alternative solution Responsible for owning the solution to satisfy business needs Elicits, analysis, documents and manages business and solution requirements Acts as a primary requirements management contact on projects Reviews testing documentation and participates in triaging defects to ensure business needs and solution requirements are met Participates in post implementation reviews and processes (e.g. lessons learned, post-install application verifications, warranty support reviews etc.) setting up customer data on various products) Leads business analysis activities for Salesforce Financial Services Cloud (FSC) initiatives, including eliciting and documenting requirements, mapping business processes, validating solution designs, and supporting user story development within an Agile delivery framework.

Collaborates with Product Owners, Scrum Masters, Salesforce administrators, developers, and business stakeholders to refine backlogs, define acceptance criteria, support sprint planning, and ensure delivered Salesforce FSC capabilities align with business objectives. Supports other team members in achieving project/ business objectives and providing client services Fosters a positive work environment that promotes customer service, quality, innovation and teamwork 10+ years progressive business analysis/business consulting experience,



supporting and leading large/enterprise-wide projects ~ Solid problem solving and analytical skills. Solid understanding of requirements elicitation, analysis, documentation and management ~ Experience in large-scale implementations of third-party solutions ~ Hands-on experience in business process modelling using UML, BPMN or similar techniques ~ Hands-on experience in identifying, documenting, and communicating data requirements ~ Knowledge of the project management lifecycle (PMLC) and experience with various applications of the software development lifecycle (Waterfall, Iterative, Agile ~ Expertise in Wealth Management domain and Wealth Management Front Office and Back Office Full Service is a definite advantage ~ Strong hands-on Salesforce Financial Services Cloud (FSC) experience in a business analysis role, including requirements elicitation, process mapping, solution validation, stakeholder engagement, and support for Salesforce implementation and configuration activities ~ Working knowledge of SQL is a solid asset ~ Familiarity with business assessment tools (e.g. feasibility studies, business cases, cost/benefit analysis, project sizing and costing) is an asset Canadian Securities Course or related certification is an asset CBAP (Certified Business Analysis Professional) – IIBA is an asset Salesforce certification, such as Salesforce Administrator, Salesforce Business Analyst, or Financial Services Cloud Accredited Professional, is an asset The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act.

📌 SENIOR BUSINESS ANALYST (FULL TIME) (Toronto)
🏢 Richardson Wealth
📍 Toronto