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Business Analyst (Salesforce)

  • Toronto, ON, Canada

Contract

This opening has closed.

The original listing is kept below for reference.

Job details

Job type
Contract
Closing date
Posting language
English
Posted

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Original job description

Archived listing. The details below describe a past opening.

TekStaff's Client has a current vacancy for " Business Analyst (Salesforce)”

TekStaff is an IT Placement agency and interested in positioning you with our client.

This is a 2 month contract located in Toronto, ON/ Hybrid (3 days/week)

If you require any type of accommodations (for example, accessible interview site, alternate formats of materials, Assistive Technology, ASL Interpreter, etc.) during the recruitment and selection process, please let one of our Recruiters know.

Please note - This is a 7.5 hour work day.

*All successful candidates will be subject to a mandatory credit AND criminal check as per the client.

*Please note that all contractors are subject to a possible Holiday Leave program schedule, set by the client.

Typical Day in Role:

  • 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

Must-have requirements:

  • 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:

o Salesforce Data Loader

Nice to have skills.

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:

o Salesforce Certified Administrator

o Salesforce Certified Platform App Builder

o Salesforce Certified Developer I

o 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:

o Salesforce Certified Administrator

o Salesforce Certified Platform App Builder

o Salesforce Certified Developer I

o Salesforce Certified Sales Cloud Consultant

  • Good working knowledge of MS Office, MS Visio and JIRA/Confluence

Candidate Review & Selection

TekStaff may use artificial intelligence (AI) tools as part of the applicant screening process. However, applications will also be reviewed by a member of our Recruitment team to ensure a fair and thorough assessment.

More about this job

Responsibilities

Partner with Wealth stakeholders to gather and document requirements, create Salesforce user stories, and coordinate delivery across business, technology, operations, and vendors. Support testing, data analysis and migration, data quality checks, and ongoing Financial Services Cloud enhancements while ensuring alignment with Wealth processes and regulatory expectations.

Requirements

Requires at least eight years of business analysis experience in financial services, preferably Wealth Management, including at least three years with Salesforce Financial Services Cloud, plus hands-on SOQL and Data Loader experience. Candidates must have an active Salesforce certification, strong project delivery and stakeholder communication skills, and a bachelor's degree in Computer Science or equivalent education and experience.

Skills

  • Business Analysis
  • Salesforce Financial Services Cloud
  • Wealth Management
  • Requirements Gathering
  • User Stories
  • SOQL
  • Salesforce Data Loader
  • Data Analysis
  • Data Migration
  • ETL
  • Integration Tools
  • Functional Testing
  • Defect Triage
  • Project Lifecycle Management
  • Agile
  • Waterfall

Visa sponsorship

Not detected in the job text

Categories

  • Technology
  • Data & Analytics
  • Software
  • Finance & Accounting
  • Consulting

Keywords

  • Salesforce
  • Financial Services Cloud
  • Wealth Management
  • Business Analysis
  • SOQL
  • Salesforce Data Loader
  • MuleSoft
  • Talend
  • ETL
  • Data Migration
  • Data Quality
  • Data Integration
  • Requirements Gathering
  • User Stories
  • Functional Testing
  • Defect Triage
  • Agile
  • Waterfall
  • Release Management
  • Change Management
  • JIRA
  • Confluence
  • Microsoft Office
  • Microsoft Visio
  • Salesforce Certified Administrator
  • Salesforce Certified Platform App Builder
  • Salesforce Certified Developer I
  • Project Lifecycle
  • Regulatory Compliance

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