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Added 7 mins ago
Forward Deployed Detection and Response Consultant, Cyber Defence, National Security, Mandiant
Google
Ottawa, ON
Support and contribute to complex client-facing investigations and examine cloud, endpoint, and network-based sources of evidence.
Added 22 mins ago
T
Fraud Detection Analyst
Tangerine
Toronto, ON
- Full-time
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 22 mins ago
QT
Développeur logiciel principal - rapports et analyses / Senior Software Developer - Reporting
Quantum Technology Recruiting Inc. (QTR)
Montreal, QC
- $100,000 to $120,000 CAD / year
- Full-time
Notre client est une entreprise de logiciels de sécurité publique établie à Montréal. Son équipe soudée et hautement expérimentée consacre depuis des décennies à la conception, au…
Added 22 mins ago
R
Payroll Analyst (part time)
Raise
Calgary, AB
- Part-time
Raise is currently hiring a Payroll Analyst - Time on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an industry…
Added 22 mins ago
R
Payroll Analyst
Raise
Calgary, AB
- Contract
Raise is currently hiring a Payroll Analyst on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an industry leader.…
Added 22 mins ago
R
Payment Analyst - GA
RBC
Toronto, ON
- Full-time
As a Payment Analyst - GA will be reporting to the Manager, U.S. Payments Processing. In this role, you are primarily focused on providing professional, attentive service to the first point…
Added 37 mins ago
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MONTRÉAL [HYBRID] - Production CSIRT Analyst Level III
QUANTEAM - North America (RAINBOW PARTNERS Group)
Montreal, QC
- Full-time
The Production CSIRT Analyst Level III position will provide security expertise to the 24x7 Security Operation Center (SOC). The primary purpose of this position is to help coordinate and…
Added 37 mins ago
N
Customer Success Technical Coordinator - Bilingual (FR/EN)
Numeris
Toronto, ON
- Full-time
Work closely with the Technical Support Analyst to provide coverage and coordinate resolution of client issues
Added 37 mins ago
I
Sr.Consultant(e) en sémantique des données de santé/Senior Advisor Health Data Semantics
IQVIA
Montreal, QC
- Full-time
Vous avez une approche collaborative et axée sur le client, de solides capacités d’analyse et la capacité de traduire des exigences complexes liées aux affaires et aux données en solutions…
Added 51 mins ago
TD
Compliance Crypto Analyst
Tetra Digital Group
Toronto, ON
- $75,000 to $115,000 CAD / year
- Full-time
Support and maintain the AML/ATF program in accordance with FINTRAC requirements and applicable provincial and federal regulations.
Added 1 hour ago
N
Customer Success Technical Coordinator - Bilingual (FR/EN)
Numeris
Toronto, ON
- Full-time
Work closely with the Technical Support Analyst to provide coverage and coordinate resolution of client issues
Added 1 hour ago
T
Treasury Analyst, Liquidity Measurement - Analytics & Reporting
TD
Toronto, ON
- Full-time
…data flows that, when coupled with a deep understanding of client and market activities, allows it to build scalable workflows, processes and procedures to deliver actionable business…
Added 1 hour ago
R&
Senior Business Analyst - Finance Transformation
Robertson & Company Ltd.
Toronto, ON
- Contract
Senior Business Analyst – Finance Transformation (Oracle)
Added 1 hour ago
QM
Senior Analyst, Accounts Payable & Financial Operations
Quantum Management Services Ltd.
Toronto, ON
- $42 to $48 CAD / hour
- Contract
Our client, a highly regarded organization in the financial services industry, is seeking an experienced and detail-oriented Senior Analyst, Accounts Payable & Financial Operations to join…
Added 2 hours ago
B
BMO Capital Markets Summer 2027 Investment Banking Analyst, Toronto
BMO
Toronto, ON · FCP
- Full-time
Provides materials to support an outstanding client experience.
Added 2 hours ago
M
Specialist, Client Finance
Marketbridge
Remote, Canada
- Full-time
- Remote
We are looking for a detail-oriented and proactive Client Finance Analyst to support the financial management of our client portfolio. This role will partner closely with Finance and…
Added 2 hours ago
Lead Data Analyst
EXL
Canada
EXL is looking for a Lead Data Analyst with a passion for sports who will play a key role in providing analytics support to a client within our Sports, Media and Entertainment practice.…
Added 2 hours ago
D
Product Owner, Product management
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As Product Owner, Product management, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of…
Added 2 hours ago
D
Business Analyst
Desjardins
Levis, QC
- Full-time
…drives the continuous improvement of both internal and external client experiences, the optimization of business processes, and the evolution of operating models. Are you looking to deliver…
Added 2 hours ago
Fraud Detection Analyst
Scotiabank
Toronto, ON
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 2 hours ago
TT
Equity Application Support Analyst - Investment Banking
Tech Talent International
Montreal, QC
- $100,000 to $120,000 CAD / year
- Full-time
We currently have a role as a Equity Application Support Analyst - Investment Banking with our large consulting client, working for a investment bank in the downtown Montreal area.
Added 3 hours ago
OC
Junior Analyst, Retail Sales & Replenishment
Options Consulting Solutions
Brampton, ON
- Full-time
Our client, a leading distributor, is looking for a Junior Analyst to join team supporting one of Canada's largest retail customers.
Added 3 hours ago
QR
Analyste - Gestion de Prix de Ventes et Analyse de Données
Quincaillerie Richelieu
Montreal, QC
- Full-time
· Participer aux analyses de ventes et marges en support aux gestionnaires
Added 3 hours ago
R&
Controller
Robertson & Company Ltd.
Markham, ON
- Full-time
Our client is a well-established and growing food manufacturing and distribution organization with multiple manufacturing facilities and distribution centres across Ontario. The…
Added 4 hours ago
Q
Senior GRC Analyst
Quantexa
Remote, Canada
- $116,000 to $146,000 CAD / year
- Full-time
- Remote
Quantexa is looking for an experienced Senior GRC Analyst to support our growing business. This role will be based in Toronto/Ottawa and will require travel to customer sites and other…

Maarut Inc

Salesforce Business Analyst (Financial Services Cloud)

Montreal, QC, Canada

Contract

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Job details

Job type: Contract
Apply by: Nov 29, 2026
Posting language: English
Posted: Oct 30, 2026

Original job description

The client is looking for a business analyst who acts as the functional Salesforce reference within a squad responsible for the wealth management advisors’ CRM. The role covers the full cycle: scoping and design workshops, user story writing, process and journey modelling in Salesforce, acceptance criteria and UAT support, then deployment support. The mandate is specific about the FSC landscape: lead conversion, opportunity, activity and appointment processes, and the Account, Household and Financial Account data model. The profile must also hold their own with executives and governance committees, and help remove blockers in complex CRM integration contexts. The T-Shape mention opens the door to configuration tasks without making them the core of the role. The mandate contains no qualifications section (years, degree, language, certification).

Target candidate: a Salesforce business analyst who has led the functional side of at least one Financial Services Cloud implementation or evolution, able to run workshops with business units and translate needs into user stories traceable through deployment. Exposure to the FSC data model and integration issues is what sets them apart from a generalist CRM BA.

Key Requirements:

Functional CRM Salesforce advisor role (business analysis)
Financial Services Cloud processes (lead conversion, opportunities, activities, appointments)
Impact analysis: processes, data model (Account, Household, Financial Account), integrations (APIs, satellite systems)
Gathering, documenting and validating requirements (user stories, epics), backlog prioritization with the PO
Organizing and facilitating business workshops (scoping, design)
Sales Cloud or Service Cloud capabilities
Salesforce automation (Flow, workflows) and configuration activities
Representation before decision-making committees, including Salesforce governance
Deployment and adoption support, KPI definition, cost/benefit analysis

Requirements

ASSET

Wealth management context (360° client view, advisor experience)

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More about this job

Responsibilities

Serve as the functional Salesforce reference for a squad supporting wealth management advisors’ CRM, leading scoping and design workshops, process modeling, user story development, acceptance criteria, and UAT. Support deployment and adoption, assess impacts across FSC processes, data, and integrations, and represent the work with executives and governance committees.

Requirements

The target candidate has led the functional side of at least one Financial Services Cloud implementation or evolution and can translate business needs into traceable user stories through deployment. Relevant experience includes the FSC data model and processes, CRM integrations, workshop facilitation, and Salesforce capabilities such as Flow; wealth management experience is an asset.

Skills

Salesforce Business Analysis
Financial Services Cloud
Requirements Gathering
User Story Writing
Backlog Prioritization
Workshop Facilitation
Process Modeling
Data Modeling
Impact Analysis
CRM Integrations
Salesforce Flow
Salesforce Configuration
User Acceptance Testing
Deployment Support
Stakeholder Management
KPI Definition

Visa sponsorship

Not detected in the job text

Keywords

Salesforce
Financial Services Cloud
Wealth Management
Lead Conversion
Opportunities
Activities
Appointments
Account
Household
Financial Account
User Stories
Epics
Backlog Prioritization
Product Owner
Business Workshops
Sales Cloud
Service Cloud
Salesforce Flow
Workflows
APIs
Satellite Systems
CRM Integrations
User Acceptance Testing
Deployment
Adoption Support
KPI Definition
Cost-Benefit Analysis
Salesforce Governance
Advisor Experience

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