Business Systems Analyst at CI Financial | CA | Rezi

Business Systems Analyst at CI Financial

Business Systems Analyst

CI Financial · CA

3 weeks ago

Business Systems Analyst

CI Financial · CA

24 days ago
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About the Role

Partner with various business units to identify needs and implement solutions and processes to achieve strategic goals. This role focuses on developing and implementing solutions for business partners within the Digital Marketing team.

Responsibilities

  • Provide dedicated support for Salesforce CRM.
  • Collaborate with stakeholders and business groups to define and document specifications for Salesforce CRM development and support.
  • Work with Salesforce Developers to build solutions on the Salesforce platforms.
  • Manage the project/development cycle, creating and executing project work plans.
  • Coordinate review, testing, validation, and training with stakeholders and business units.
  • Assist with lead/functional testing and review deliverables before passing them to stakeholders.
  • Document processes and provide training.
  • Promote user adoption and engagement of the Salesforce platform and measure solution effectiveness.
  • Support the integrity of data within Salesforce platforms, assisting with recurring maintenance and data validation.
  • Review, understand, and test Salesforce releases and new products to identify business enablement opportunities.
  • Test and review third-party vendors and applications integrating with Salesforce platforms.
  • Act as a subject matter expert for Salesforce platforms including Sales Cloud, Service Cloud, and Financial Service Cloud.

Requirements

  • Post-secondary education
  • 2+ years of working experience as a Business Analyst
  • 2+ years of working with Salesforce
  • Strong written and verbal communication skills
  • Excellent problem-solving and analytical skills
  • Strong time-management and prioritizing abilities

Skills

  • Salesforce CRM
  • Sales Cloud
  • Service Cloud
  • Financial Service Cloud
  • Project management
  • Stakeholder management
  • Requirements gathering
  • Process documentation
  • Data analysis
  • Testing
  • Training delivery

Location

  • Onsite

Work Type

  • Fixed Term Contract
  • Full-time
  • Hybrid

Experience Level

  • 2+ years

Education Level

  • Post-secondary education

Salary/Compensations

  • $55,000 to $95,000
  • Eligible for participation in a bonus program

Benefits

  • Health insurance coverage
  • Wellness programs
  • Life and disability insurance
  • Retirement savings plans
  • Paid leave programs
  • Education-related programs
  • Paid holidays
  • Vacation time
  • Modern HQ location within walking distance from Union Station
  • Training Reimbursement
  • Paid Professional Designations
  • Employee Savings Plan (ESP)
  • Corporate Discount Program
  • Enhanced group benefits
  • Parental Leave Top–up program
  • Paid time off for Volunteering

About the Company

  • CI Financial is an independent company offering global wealth management and asset services through diverse financial services firms.
  • Founded in 1965, CI has consistently anticipated and responded to the changing needs of investors.
  • Driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
  • Employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.
  • CI fosters ambition, a curious mindset for continuous learning, and a willingness to go the extra mile.

Equal Opportunity

  • CI Financial Corp. and all of its affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.
  • If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.