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TekStaff IT Solutions

Business Analyst (Salesforce)

Toronto, ON, Canada

Job type: Contract
Apply by: Oct 25, 2026
Posting language: English
Posted: Sep 25, 2026

Apply About employer

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Original job description

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.

Apply About employer

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

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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