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Added 6 mins ago
M
IT Governance Analyst, Global Technology
Manulife
Toronto, ON
- Full-time
The IT Governance Analyst role plays a key part in helping shape and strengthen governance, risk, and control practices across Global Architecture & Engineering, working closely with…
Added 6 mins ago
IF
Security Analyst II – Azure AD
Intact FC
Vancouver, BC · Mississauga, ON · Montreal, QC · Saint-Hyacinthe, QC
- Full-time
We are currently looking for a Security Analyst II – Azure AD to join the Identity and Access Management (IAM) team!
Added 6 mins ago
Service Analyst
Government of Alberta
AB
The Service Analyst is responsible for multiple product project supports that enable integrated product development in line with overarching GoA frameworks and facilitate product…
Added 6 mins ago
TG
Financial Analyst
Tri-Mach Group Inc.
Elmira, ON
- $75,000 to $90,000 CAD / year
- Full-time
We are seeking a Financial Analyst to join our dynamic team. As part of our finance team, you support business operations through the preparation of annual budgets for various departments…
Added 21 mins ago
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Operations Analyst (Fund Accounting)
RBC
Toronto, ON
- Full-time
Access to a variety of job opportunities across business and geographies
Added 21 mins ago
JA
Software Analyst Intern (Winter 2027, 8 months)
JR Automation
Toronto, ON
- $23 to $30 CAD / hour
- Full-time
Business Intern Events: Intern Showcase & Graduation ceremony
Added 21 mins ago
MC
Oracle QA Analyst
MatchBox Consulting Group
Vancouver, BC
- Contract
MatchBox Consulting Group is currently seeking an Oracle QA Analyst for a 6 month contract role with a client of ours located in Vancouver. Hybrid role - Metro Vancouver candidates only!
Added 21 mins ago
BC
Financial Analyst
BBA Consultants
Montreal, QC
- Full-time
As a financial analyst, you’ll work with consultants and senior advisors on client engagements and internal initiatives in Canada and internationally. You’ll also build and review financial…
Added 21 mins ago
AS
HR Data Manager
AgileGrid Solutions
Canada
- Full-time
The Data Governance Foundation Lead Analyst supports the development and implementation of Citigroup’s Enterprise Data Governance Strategy and related Data Risk and Control Framework. The…
Added 36 mins ago
Revenue Management Analyst
Elexicon Energy Inc.
Ajax, ON
Reporting to the Manager, Billing and Revenue Management the Analyst is responsible for investigating and resolving complex billing and metering data issues that fall outside standard…
Added 36 mins ago
Marketing Operations Analyst
D2L
Canada
The Marketing Operations Analyst is a business owner, administrator, and super user of the systems that power our marketing and revenue engine. The core of the role is business ownership…
Added 36 mins ago
DI
Incident & Issue Management Analyst - Winter 2027 Co-op/Intern
Definity Insurance Company
Waterloo, ON
- Full-time
As the Co-op Analyst, Incident & Issue Management, you will gain hands-on, end-to-end exposure to the ITIL (IT Infrastructure Library) framework. Working alongside senior analysts and…
Added 36 mins ago
SL
Student, Data Analyst (Winter-Summer-Fall 2027)
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Reporting to the Manager, Data and Analytics, the Data Analyst Co-op will be responsible for the maintenance analytical solutions for the Sunlife Private Wealth team. As a member of the…
Added 37 mins ago
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Corporate Strategy Analyst
MUFG
Toronto, ON
- Full-time
Support the execution of business strategy initiatives and corporate priorities that advance Branch objectives.
Added 37 mins ago
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FP&A senior analyst - Close to Downtown Montreal
Exceleris
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Reporting to the FP&A Manager, the Senior FP&A Analyst supports budgeting, forecasting, and financial planning in a multi-entity, multi-currency environment. The role also includes monthly…
Added 37 mins ago
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Senior Quality Assurance Analyst
Hays
Montreal, QC
- $80 CAD / hour
- Contract
Job Title: Senior QA Analyst – Finance & Enterprise Performance Management (EPM)
Added 51 mins ago
Senior Product Analyst - EA Sports FC
Electronic Arts
Vancouver, BC
The FC Data & Analytics team is seeking a Senior Data Analyst to join our Ultimate Team (UT) function. Reporting to a Senior Manager, you will collaborate closely with production and…
Added 51 mins ago
Technical Analyst, Metering Registration and Integration and Meter Data Management
Independent Electricity System Operator
Canada
This is a unionized position that falls within the Metering Registration and Integration team with the Markets and Reliability Business Unit.
Added 1 hour ago
FB
Senior Analyst, Marketing Automation and Email
Fairstone Bank
London, ON · Toronto, ON
- Full-time
…solutions tailored to all Canadians, including newcomers, small-business owners, smart investors and savvy…
Added 1 hour ago
AG
Business Analyst - OPS - Ontario Public Service - Canada - Complete Onsite
Arthur Grand Technologies Inc
Toronto, ON
- Contract
Position: RQ11734 / RQ11735/ RQ11733/ RQ11731 - Business Analyst - Senior
Added 1 hour ago
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Finance Lead
Bevertec
Guelph, ON
- Full-time
We are seeking an experienced Senior Financial Analyst to oversee finance operations, financial reporting, internal controls, budgeting, forecasting, and compliance activities within a…
Added 1 hour ago
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Analyst, System and infrastructure operations, maintenance and development
Desjardins
Montreal, QC
- Full-time
As a systems and infrastructure operations, maintenance and development analyst, you support IT efficiency. You design, configure, administer, maintain and upgrade business solutions,…
Added 1 hour ago
CH
Pricing Analyst
Cardinal Health
Vaughan, ON · Dorval, QC · Canada-Vaughan
- Full-time
The Pricing Analyst is responsible for maintaining the integrity of pricing data in the ERP system for Cardinal Health Canada. This individual will be responsible for the planning,…
Added 1 hour ago
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BMO Capital Markets Quantitative Trading Analyst – 12–16 Month Co-op
BMO
Toronto, ON · FCP
- Full-time
…trading strategies, you will contribute to projects with direct business impact from day one. This role offers an exceptional platform to develop technical expertise, deepen your…
Added 2 hours ago
Business Systems Analyst
Cooke Inc.
Saint John, NB
As a Business Systems Analyst, you play a critical role in translating business needs into clear, actionable requirements that enable effective technology delivery. You work independently…

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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