Senior Business Analyst to support Wealth Management initiatives using Salesforce Financial Services Cloud and SOQL - 41682 Duration: Until 31 Dec (possibility of extension) Location: Downtown Toronto - Hybrid - 3 days/week Business group: The Global Wealth Engineering team is leading a multi-year digital transformation to deliver a best-in-class Advisor Desktop for Canadian Wealth Management (CWM).

The Business

Analyst will support Wealth Management initiatives built on Salesforce Financial Services Cloud (FSC). The ideal candidate combines strong BA fundamentals with hands‑on Salesforce knowledge, particularly within the Financial Services Cloud ecosystem. This role requires translating business requirements into clear user stories, supporting testing activities, and collaborating across multiple teams in a fast‑paced environment.

Must Haves - 8 years of experience as a business analyst within the Financial Services industry, with a strong preference for Wealth Management exposure, and at least 3 years of experience in Salesforce Financial Services Cloud - Demonstrate effective leadership skills, including the ability to assume end‑to‑end ownership on behalf of the Product Owner during project execution, knowing when to assume responsibility for the related project deliverables, or seeking approval - Manage timely and accurate delivery of tasks for assigned projects through all stages of the project life cycle from concept to implementation. E.g., track tasks, map process flows, document requirements/stories, testing, liaise with Business, Development and Vendors, communication plan execution, etc., ensuring that key stakeholders are kept informed of all unresolved issues, other areas of concern and any other deviations from project timelines - Hands‑on experience with SOQL scripting (including data analysis, validation, and troubleshooting) and ETL and integration tools, such as:

- Salesforce Data Loader Nice to Have - Experience with Salesforce integration tools (MuleSoft, Talend) - At least one active Salesforce certification obtained prior to joining (certifications will be verified), including one or more of the following:
- Salesforce Certified Administrator - Salesforce Certified Platform App Builder - Salesforce Certified Developer I - Salesforce Certified Sales Cloud Consultant - Testing experience within Salesforce environments - Experience with data migration or ETL concepts Soft skills - Working knowledge of software delivery methodologies, including release management, change management, and training/support models - Strong understanding of the project lifecycle, delivery methodologies (Agile and Waterfall), and expected outputs at each phase - Highly analytical and solution‑oriented, with strong problem‑solving skills and the drive to move initiatives forward - A creative, self‑starting, and results‑oriented mindset, with high motivation and the ability to work independently while collaborating effectively within cross‑functional teams - Strong verbal communication and business writing skills, with the ability to effectively engage stakeholders at all levels within a cross‑functional environment - Demonstrated experience working with a technology product end to end,



from discovery and requirements through delivery and implementation Education - A Bachelor’s degree in Computer Science or an equivalent combination of education and relevant experience - At least one active Salesforce certification obtained prior to joining (certifications will be verified), including one or more of the following:
- Salesforce Certified Administrator - Salesforce Certified Platform App Builder - Salesforce Certified Developer I - Salesforce Certified Sales Cloud Consultant - Good working knowledge of MS Office, MS Visio and JIRA/Confluence Responsibilities - Partner with Wealth business stakeholders to gather, analyze, and document requirements - Translate requirements into clear, structured user stories for Salesforce development teams - Support testing activities, including functional validation and defect triage - Analyze and manipulate Salesforce data using SOQL and Data Loader - Collaborate across multiple teams (business, technology, operations) to ensure alignment - Support ongoing enhancements and steady‑state applications within Financial Services Cloud - Contribute to data‑related tasks, including data loads and data quality checks - Ensure solutions align with Wealth Management processes and regulatory expectations Candidate Review & Selection - 1st – Hiring manager or senior manager– Online – 30- mins - scenario-based questions. General experience and role overview.
- 2nd – Director and Senior BA– In person at 4 King Street- 60 mins - probing questions on business requirements, Technical capabilities and cultural fit.

Disclaimer: AI may be used in evaluating candidates. This posting is for an existing vacancy.

Senior Business

Analyst to support Wealth Management initiatives using Salesforce Financial Services Cloud and SOQL - 41682 Duration: Until 31 Dec (possibility of extension) Location: Downtown Toronto - Hybrid - 3 days/week Business group: The Global Wealth Engineering team is leading a multi-year digital transformation to deliver a best-in-class Advisor Desktop for Canadian Wealth Management (CWM).

The Business

Analyst will support Wealth Management initiatives built on Salesforce Financial Services Cloud (FSC). The ideal candidate combines strong BA fundamentals with hands‑on Salesforce knowledge, particularly within the Financial Services Cloud ecosystem. This role requires translating business requirements into clear user stories, supporting testing activities, and collaborating across multiple teams in a fast‑paced environment.

Must Haves - 8 years of experience as a business analyst within the Financial Services industry, with a strong preference for Wealth Management exposure, and at least 3 years of experience in Salesforce Financial Services Cloud - Demonstrate effective leadership skills, including the ability to assume end‑to‑end ownership on behalf of the Product Owner during project execution, knowing when to assume responsibility for the related project deliverables, or seeking approval - Manage timely and accurate delivery of tasks for assigned projects through all stages of the project life cycle from concept to implementation. E.g., track tasks, map process flows, document requirements/stories, testing,



liaise with Business, Development and Vendors, communication plan execution, etc., ensuring that key stakeholders are kept informed of all unresolved issues, other areas of concern and any other deviations from project timelines - Hands‑on experience with SOQL scripting (including data analysis, validation, and troubleshooting) and ETL and integration tools, such as:

- Salesforce Data Loader Nice to Have - Experience with Salesforce integration tools (MuleSoft, Talend) - At least one active Salesforce certification obtained prior to joining (certifications will be verified), including one or more of the following:
- Salesforce Certified Administrator - Salesforce Certified Platform App Builder - Salesforce Certified Developer I - Salesforce Certified Sales Cloud Consultant - Testing experience within Salesforce environments - Experience with data migration or ETL concepts Soft skills - Working knowledge of software delivery methodologies, including release management, change management, and training/support models - Strong understanding of the project lifecycle, delivery methodologies (Agile and Waterfall), and expected outputs at each phase - Highly analytical and solution‑oriented, with strong problem‑solving skills and the drive to move initiatives forward - A creative, self‑starting, and results‑oriented mindset, with high motivation and the ability to work independently while collaborating effectively within cross‑functional teams - Strong verbal communication and business writing skills, with the ability to effectively engage stakeholders at all levels within a cross‑functional environment - Demonstrated experience working with a technology product end to end, from discovery and requirements through delivery and implementation Education - A Bachelor’s degree in Computer Science or an equivalent combination of education and relevant experience - At least one active Salesforce certification obtained prior to joining (certifications will be verified), including one or more of the following:
- Salesforce Certified Administrator - Salesforce Certified Platform App Builder - Salesforce Certified Developer I - Salesforce Certified Sales Cloud Consultant - Positive working knowledge of MS Office, MS Visio and JIRA/Confluence Responsibilities - Partner with Wealth business stakeholders to gather, analyze, and document requirements - Translate requirements into clear, structured user stories for Salesforce development teams - Support testing activities, including functional validation and defect triage - Analyze and manipulate Salesforce data using SOQL and Data Loader - Collaborate across multiple teams (business, technology, operations) to ensure alignment - Support ongoing enhancements and steady‑state applications within Financial Services Cloud - Contribute to data‑related tasks, including data loads and data quality checks - Ensure solutions align with Wealth Management processes and regulatory expectations Candidate Review & Selection - 1st – Hiring manager or senior manager– Online – 30- mins - scenario-based questions. General experience and role overview.
- 2nd – Director and Senior BA– In person at 4 King Street- 60 mins - probing questions on business requirements, Technical capabilities and cultural fit.

Disclaimer: AI may be used in evaluating candidates. This posting is for an existing vacancy.

📌 Senior Business Analyst to support Wealth Management initiatives using Salesforce Financial Services Cloud and SOQL - 41682 (Toronto)
🏢 S.I. Systems
📍 Toronto