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canada Business Analyst, Salesforce

  • Location
    (CANADA) and Toronto
  • Job Reference
  • Functional Area/Experience
    Business, Accounting & Finance / 2 Years

Job Description & Qualifications

CI Investment Services (CIIS) is a wholly-owned subsidiary of CI Financial Corp.  CIIS is registered in all Provinces and Territories of Canada as an Investment Dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Headquartered in Toronto, CIIS is a leading Canadian broker-dealer that provides a wide range of innovative brokerage and trading services to a diverse client base that includes portfolio managers, introducing brokers, and institutional investors.

We are looking for a talented Business Analyst to join our growing Digital Marketing team.  In this role, you will partner with various business units to identify their needs and help to implement solutions and processes to achieve their strategic goals.   Our team takes great pride in developing and implementing solutions for our business partners. 

What you will do

  • Dedicated support for Salesforce CRM.
  • Works with stakeholders and business groups to define/document specifications for development/support of Salesforce CRM.
  • Work with Salesforce Developers to build solutions on the Salesforce platforms.
  • Manage the project/development cycle.  Creates and executes project work plans and revises as appropriate to meet changing needs and requirements.  Coordinate review, testing, validation and training with all involved stakeholders and business units.
  • Assist with lead/functional testing.  Reviews deliverables before passing onto to stakeholders.
  • Document process and provide training
  • Promote user adoption and engagement of the Salesforce platform.  Measure the effectiveness of solutions/developments.
  • Support the integrity of the data within the Salesforce platforms.  Assist with recurring maintenance and data validation.    
  • Review, understand, and test Salesforce releases and new products.  Identify potential opportunities to enable the business. 
  • Test and review any third-party vendors and applications that integrate with the Salesforce platforms.
  • Act as the subject matter expert for the Salesforce platforms including Sales Cloud, Service Cloud, Financial Service Cloud.

What you will bring

  • 2+ years working experience as a Business Analyst 
  • 2+ years working with Salesforce
  • Post-secondary education
  • Canadian Securities Course and/or Investment Funds Operations Course 

Job Skills/Competencies Required

  • Strong written and verbal communication skills
  • Excellent problem-solving and analytical skills
  • Strong time-management and prioritizing abilities

If you are a passionate, committed and dynamic individual, please submit your resume

Apply now