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Added 14 mins ago
M
Safety Risk Specialist
Metrolinx
Canada
- Full-time
Certified Analytics Professional (CAP), Certified Project Manager (CPM) and/or Canadian Risk Management (CRM) designation would be an asset.
Added 14 mins ago
B
Senior Portfolio Manager
BMO
Halifax, NS · Nova_Ctr
- Full-time
Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Added 14 mins ago
EE
Senior Sales Manager - BESS
Envision Energy
Quebec, QC
- Full-time
Senior Sales Manager – Battery Energy Storage Systems (BESS)
Added 14 mins ago
PF
Finance Manager
People First HR Services
Winnipeg, MB
- $70,000 to $75,000 CAD / year
- Full-time
Reporting directly to the Executive Director, the Manager of Finance is responsible for leading the financial operations of a well-established, community-focused organization. This position…
Added 14 mins ago
VD
Senior Director, Strategic Initiatives & Execution (Office of the CEO)
Visual Defence
Richmond Hill, ON
- Full-time
This is not primarily an advisory or project coordination role. The successful candidate must be comfortable assuming direct operational responsibility, making difficult decisions,…
Added 29 mins ago
Financial analyst
Pomerleau
Levis, QC · Montreal, QC
Under the supervision of the Manager of Planning and Financial Analysis, the incumbent is responsible for actively contributing to all planning, forecasting, budgeting, and financial…
Added 29 mins ago
HO
Senior Manager, Community and Access
House of Friendship
Kitchener, ON
- Full-time
…navigation. Leading a team of managers and supervisors, the Senior Manager will use project management, strategic thinking and data-based decision-making to manage change and improve…
Added 29 mins ago
HO
Health & Safety and Claims Management Specialist
House of Friendship
Kitchener, ON
- Contract
The People & Culture team is a part of the larger administration team providing support to the programs of House of Friendship. The Health & Safety and Claims Management Specialist supports…
Added 29 mins ago
UH
Product Manager - Accounts Payable Applications
University Health Network
Toronto, ON
- Full-time
The Product Manager, Accounts Payable Applications is the business application owner and Finance functional expert for Basware Invoice Automation (Basware), Emburse and SmoothPay.
Added 29 mins ago
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Associate Customer Success Manager - French
ServiceNow
Montreal, QC
- Full-time
2–5 years of related work experience in customer success, consulting, technical advisory, project management, business administration, or SaaS - with demonstrable AI fluency.
Added 44 mins ago
Health Safety and Wellness Manager
Conestoga Meats
Breslau, ON
The Health, Safety & Wellness Manager provides strategic leadership and oversight for the organization's Health & Safety Management System, regulatory compliance, WSIB and disability…
Added 44 mins ago
Assistant Manager, Commercialization Programs (6 Month Contract)
Give and Go Prepared Foods
Toronto, ON
Completion of university degree in Marketing, Business Administration, Project Management, Food Science, Engineering or a related field
Added 44 mins ago
M
Manager, Strategic Partnership Development
Metrolinx
Toronto, ON
- Full-time
Our Non-Fare Sales Office is seeking a Manager, Strategic Partnership Development for a 14-month contract to lead the growth of corporate and strategic partnerships. This role is…
Added 44 mins ago
FT
Conseiller(ère) en ressources humaines // HR Advisor
Face to Face Games
Montreal, QC
- Full-time
…recrutement complet, l’intégration, le soutien aux employés, l’administration RH, les systèmes RH et les données, ainsi que des projets d’amélioration des…
Added 44 mins ago
ML
Business Development Manager
MTE Logistix
AB · Edmonton, AB
- Full-time
Support the RFP process; participating in cross-functional RFP project teams.
Added 44 mins ago
SG
Project Coordinator
Steelcon Group of Companies
Woodbridge, ON
- Full-time
The Project Coordinator supports the day-to-day coordination and administration of assigned projects, working across engineering, detailing, procurement, fabrication and construction to…
Added 59 mins ago
BU
Senior Lab Demonstrator, Computer Science
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
Support the consistent delivery of learning experiences across laboratory and tutorial environments while remaining outside the scope of systems administration responsibilities;
Added 59 mins ago
TO
Operations Technologist
Town of Tillsonburg
Tillsonburg, ON
- $45.73 to $53.5 CAD / hour
- Full-time
Assists in complaint management from the public and other engineering related duties and tasks under the direction of the Manager of Engineering.
Added 59 mins ago
R
Gestionnaire de projets stratégiques de la chaîne d’approvisionnement / Project Manager Strategic Supply Chain Projects
RTX
Longueuil, QC
- Full-time
Gérer des project de grande envergure et de haute complexité technique/ logistique / commerciale et gérer la gouvernance interdisciplinaire associée.
Added 1 hour ago
CS
Program Manager
Canadian Society of Physician Leaders
Ottawa, ON
- Full-time
The Program Manager coordinates and supports the operations of several of CSPL's signature programs. Reporting to the Executive Director, this role manages the Canadian Certified Physician…
Added 1 hour ago
G
Mechanical Engineer (Project Manager II)
Go2STAFFING
Vaughan, ON
- Full-time
…the Greater Toronto Area, is seeking a Mechanical Engineer (Project Manager II) to join its team in…
Added 1 hour ago
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Stagiaire en logistique d'entreposage - Hiver 2027 | Operations Logistics Internship – Winter 2027
RTX
Longueuil, QC
- Full-time
Étude en cours en gestion des opérations, de la logistique, de la chaine d’approvisionnement, d’intelligence d’affaire, en administration des affaires ou en génie Industriel
Added 1 hour ago
GS
Director, Engineering - Gilead Alberta
Gilead Sciences
AB · CA - AB - Edmonton
- Full-time
Oversees the administration, operation, and upgrades of plant control systems
Added 1 hour ago
M
Project Manager, Lakeshore West Construction Management
Metrolinx
Canada
- Full-time
Our Stations Lakeshores Construction Management Office is seeking to hire a Project Manager to support the delivery of transit facilities across the Stations Lakeshores portfolio. The…
Added 1 hour ago
G
Service manager
GoSecure
Saint John, NB · Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
We are looking for service managers to join our Project Management Office team. Service managers work alongside IT security professionals to help manage customers, quality, budget and…

CRM Business Analyst - TD Asset Management

Toronto, ON, Canada

$81,600 - $115,200 CAD · Full-time

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Job details

Pay: $81,600 - $115,200 CAD
Job type: Full-time
Apply by: Nov 7, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$81,600 - $115,200 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Position Overview

As a Salesforce Associate, Business Analyst, you serve as a key liaison between the Journey Pod (Ops), Business stakeholders, Technology teams, and Quality Assurance. In this role, you translate business needs into actionable requirements, facilitate collaboration across teams, and support the effective delivery of Salesforce solutions and operational processes.

Key Accountabilities

Business Analysis & Operational Support

Provide deep technical expertise, analysis, and operational process support as a key resource for the team.
Identify, document, investigate, and resolve production issues and escalations beyond first-level support.
Analyze business processes and recommend improvements to enhance operational efficiency.
Provide insights, reporting, and upward feedback to support decision-making.

Project & Initiative Leadership

Lead workstreams and act as a project lead or subject matter expert for small-scale projects and initiatives.
Support the identification, development, and implementation of new workflows, services, and operational improvements.
Contribute to continuous improvement initiatives across the team and broader organization.

Salesforce Administration & Reporting

Develop, maintain, and enhance Salesforce reports and dashboards.
Produce consolidated and aggregated Excel files to support mass updates and data management activities.
Support data quality, reporting, and business analytics initiatives through effective Salesforce utilization.

Stakeholder Management

Build and maintain strong working relationships with customers, partners, and stakeholders.
Represent the broader Operations function while addressing complex customer and business issues across end-to-end processes.
Collaborate effectively with Business, Technology, and QA teams to ensure successful solution delivery.

Knowledge Sharing & Team Development

Provide training on best practices, tools, and processes.
Coach and guide junior team members in the completion of business-as-usual activities.
Promote knowledge sharing and contribute to the team's overall capability growth.

Leadership & Continuous Improvement

Provide thought leadership by actively developing expertise in operations, Salesforce, and industry trends.
Think critically about existing processes and identify opportunities for enhancement.
Share ideas, lessons learned, and best practices across teams and functions.
Act as a positive brand ambassador and role model.

Qualifications

Education & Certifications

Post-secondary degree, diploma, or technical certification (Business or Technology preferred).
Salesforce experience required.
Salesforce Associate Certification required.
Salesforce Administrator Certification, or progress toward certification, is considered a strong asset.
Business Analyst experience and/or related certifications are an asset.

Technical Skills

Strong understanding of the Salesforce platform, reporting capabilities, and best practices.
Experience creating and managing Salesforce reports and dashboards.
Advanced Microsoft Office skills, particularly Excel.
Experience with Jira is considered an asset.
Experience with complex reporting and data management.

Business & Analytical Skills

Strong problem-solving and critical thinking abilities.
Ability to gather, analyze, and document business requirements.
Strong facilitation skills with the ability to ask effective questions and uncover stakeholder needs.
Ability to make logical, data-driven decisions and recommendations.

Communication & Collaboration

Excellent written and verbal communication skills.
Strong presentation and facilitation skills.
Ability to communicate effectively with stakeholders at all levels of the organization.
Strong interpersonal skills with the ability to build and maintain relationships across teams.
Collaborative mindset with the ability to contribute innovative ideas and adapt to changing business needs.

Organizational & Professional Skills

Exceptional time management and organizational skills.
Ability to manage multiple initiatives and competing priorities in a fast-paced environment.
Strong attention to detail and commitment to quality.
Ability to work independently and take ownership of issues and deliverables.
Comfortable working in ambiguous environments and adapting quickly to change.
Demonstrated consistency and accountability when managing multiple tasks.

Preferred Knowledge

Knowledge of TD Asset Management (TDAM) Retail Distribution business is considered an asset.
Knowledge and experience with Dealer Relations Management for Internal and External dealers
Knowledge and experience with dealer code and rep code assignments and management
Strong desire for continuous learning and professional development, particularly in Salesforce and related technologies.
Positive attitude, growth mindset, and eagerness to learn.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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More about this job

Responsibilities

The CRM Business Analyst acts as a liaison between business stakeholders and technology teams to translate needs into actionable Salesforce requirements. They are responsible for providing operational support, managing project workstreams, and maintaining Salesforce reports and dashboards.

Requirements

Candidates must possess a post-secondary degree or technical certification and hold a Salesforce Associate Certification. Strong analytical skills, proficiency in Microsoft Excel, and experience with Salesforce platform management are required.

Skills

Salesforce
Business Analysis
Reporting
Dashboards
Microsoft Excel
Data Management
Stakeholder Management
Problem-solving
Critical thinking
Facilitation
Communication
Time management
Jira
Operational support
Process improvement

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Salesforce
Business Analyst
CRM
TD Asset Management
Reporting
Dashboards
Excel
Data Management
Stakeholder Management
Jira
Operational Efficiency
Process Improvement
Salesforce Administrator
Financial Services
Retail Distribution
Dealer Relations Management
Workflow Development
Technical Analysis
Project Leadership

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