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Added 6 mins ago
Business Analyst - Dealertrack
AutoTrader.ca
Toronto, ON
As Business Analyst, you will support Dealertrack lender clients across implementation, testing, production support and platform changes. You will be a key bridge between lenders and…
Added 6 mins ago
IC
Business Management Analyst Intern
Interac Corp.
Toronto, ON · Interac Corp. Head Office
- Full-time
Added 6 mins ago
AC
IT and Cybersecurity Risk Analyst
Air Canada
Dorval, QC
- Full-time
The Analyst, IT & Cybersecurity Risk supports Air Canada's cybersecurity risk management and compliance programs. The role helps identify, assess, and manage cybersecurity and technology…
Added 6 mins ago
WI
Project Controls Analyst
WSP in Canada
YT · Yukon Territory, Canada
- Full-time
As a Project Controls Analyst, you will work closely with our Lead project controls analyst to build trusted partnerships with our Project Managers and technical teams, strengthening cost…
Added 6 mins ago
WI
Project Controls Analyst
WSP in Canada
BC · British Columbia, Canada
- Full-time
As a Project Controls Analyst, you will work closely with our Lead project controls analyst to build trusted partnerships with our Project Managers and technical teams, strengthening cost…
Added 6 mins ago
M
Risk Advisor
Mindlance
Toronto, ON
- $45 to $50 CAD / hour
- Contract
Now Hiring: Risk Analyst – Third-Party Risk Management (TPRM)
Added 6 mins ago
WI
Project Controls Analyst
WSP in Canada
Whitehorse, YT
- Full-time
As a Project Controls Analyst, you will work closely with our Lead project controls analyst to build trusted partnerships with our Project Managers and technical teams, strengthening cost…
Added 6 mins ago
WI
Project Controls Analyst
WSP in Canada
Vancouver, BC
- Full-time
As a Project Controls Analyst, you will work closely with our Lead project controls analyst to build trusted partnerships with our Project Managers and technical teams, strengthening cost…
Added 6 mins ago
WI
Project Controls Analyst
WSP in Canada
Victoria, BC
- Full-time
As a Project Controls Analyst, you will work closely with our Lead project controls analyst to build trusted partnerships with our Project Managers and technical teams, strengthening cost…
Added 21 mins ago
SA
Product Marketing Lead
Sanctuary AI
Vancouver, BC
- Full-time
Lead communications and PR to raise our profile, including media and analyst relationships.
Added 21 mins ago
AI
Customer Relationship Management Business Analyst
Avanciers Inc.
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
Avanciers Incorporated is hiring a Salesforce Business Analyst for one of our clients.
Added 22 mins ago
TI
Bilingual Business analyst
TekStaff IT Solutions
Toronto, ON
- Contract
TekStaff's Client has a current vacancy for Bilingual Business analyst
Added 22 mins ago
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Senior Financial Analyst, Marketing
BRP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
We are looking for a Senior Financial Analyst to join BRP’s finance team and play a key role alongside the marketing team. Reporting to the Finance Manager – Marketing, you will serve as a…
Added 22 mins ago
UL
eDiscovery Case Manager
Urban Legal Recruitment Inc.
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
A minimum of three years of experience as an eDiscovery Analyst, eDiscovery Case Manager or in a comparable role.
Added 22 mins ago
IG
Supply Chain Analyst
Insight Global
Calgary, AB
- Contract
Insight Global is looking for a highly organized and tech-savvy Supply Chain Analyst to join our retail client's Intermodal Transportation team in Calgary, Alberta, for a 6 month contract.…
Added 22 mins ago
B
Financial and Business Intelligence Analyst, Global Trade Services
BRP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Added 22 mins ago
B
Functional Analyst, SAP SD
BRP
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
We are seeking a Senior SAP SD/SCM Analyst with proven expertise in Sales & Distribution (SD) within both SAP ECC and SAP S/4HANA environments. This role requires a professional who not…
Added 22 mins ago
AC
Quality Control Analyst
Aurora Cannabis Inc.
Bradford, ON
- Full-time
Aurora Cannabis Inc. is currently looking for a Quality Control Analyst to join our team. The successful candidate will be required to have some flexibility in their schedule to meet the…
Added 22 mins ago
R
Senior Security Analyst
Rates.ca
Toronto, ON
- Full-time
…Security Engineering function, and this is the first dedicated analyst role on that team. It is a hands-on role for someone who wants to operate controls rather than only document them. You…
Added 36 mins ago
IG
Business Analyst (Clinical)
Insight Global
ON · Ontario, Canada
- $50 to $80 CAD / hour
- Contract
The Business Analyst reports to the Program Director, and works closely with the Project Managers, Subject Matter Experts (SMEs), clinical and technical teams, and operation leaders to…
Added 36 mins ago
A
SAP FICO Consultant
Aptonet
Terrebonne, QC
- Full-time
We are seeking an SAP FICO Analyst to support Finance systems, business processes, and SAP initiatives. This role serves as the primary liaison between Finance and IT, translating business…
Added 37 mins ago
CH
Senior Financial Analyst
CMHA HPE Addictions and Mental Health Services
Belleville, ON
- Full-time
Reporting to the Finance Manager, the Senior Financial Analyst is responsible for providing advanced financial analysis, reporting, budgeting, forecasting, and strategic financial support…
Added 37 mins ago
RM
Systems Analyst
Remai Modern
Saskatoon, SK
- Full-time
…infrastructure, including two years’ current experience as a Programmer Analyst III or equivalent supporting and administering server, storage, network, and Microsoft 365…
Added 37 mins ago
JS
Business Analys
Je Suis Copa
Canada
- Full-time
We are seeking a highly analytical and detail-oriented Business Analyst to bridge the gap between business needs and technology solutions. This role is responsible for gathering…
Added 37 mins ago
JS
Junior Data Analys
Je Suis Copa
Canada
- Full-time
We are seeking a detail-oriented and analytical Junior Data Analyst to support data collection, reporting, and business intelligence initiatives. This role is ideal for recent graduates or…

Maarut

Salesforce Business Analyst (Financial Services Cloud)

Montréal-Est, QC, Canada
Montreal, QC, Canada

Contract

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Job details

Job type: Contract
Posting language: English
Posted: Oct 28, 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)

Profiles to Exclude:

Profile showing Salesforce only in Sales Cloud or Service Cloud, with no demonstrated Financial Services Cloud exposure.
Salesforce administrator or developer profile whose engagements are limited to configuration, with no demonstrated requirements gathering or workshop facilitation.
CRM business analyst profile on another platform (e.g. Dynamics 365), with no Salesforce engagement on the resume.
Product Owner profile whose resume shows backlog ownership and final prioritization, without writing user stories or modelling processes.
Salesforce architect profile with no functional analysis conducted directly with business units.
Candidate not available to start on November 23, 2026.

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More about this job

Responsibilities

Serve as the functional Salesforce reference for a wealth management CRM squad, leading scoping and design workshops, requirements documentation, process modeling, acceptance criteria, and UAT. Support deployment and adoption, assess processes, data models, and integrations, and represent the work before executives and governance committees.

Requirements

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

Skills

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

Visa sponsorship

Not detected in the job text

Keywords

Salesforce
Financial Services Cloud
Wealth Management
CRM
Lead Conversion
Opportunities
Activities
Appointments
Account
Household
Financial Account
Sales Cloud
Service Cloud
Salesforce Flow
Workflows
APIs
Satellite Systems
User Stories
Epics
Backlog Prioritization
Process Modeling
Acceptance Criteria
UAT
Salesforce Governance
Deployment
Adoption
KPI Definition
Cost-Benefit Analysis
Advisor Experience
360-Degree Client View

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