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About the Role

The Quality Assurance Analyst is responsible for supporting the quality, reliability, security, and operational readiness of enterprise technology solutions across Richardson Wealth's application portfolio. This hands-on role works across business applications, digital channels, integrations, APIs, data platforms, batch processes, reporting solutions, and third-party products. The analyst will apply risk-based testing, critical thinking, and strong analysis throughout the delivery lifecycle, working closely with product owners, business analysts, developers, architects, vendors, and business stakeholders. The successful candidate will bring broad testing capability, practical experience testing Salesforce, and the ability to contribute to sustainable test automation.

Responsibilities

Develop and execute risk-based test strategies for projects, enhancements, production fixes, and operational changes, including estimation, planning, test design, execution, defect management, reporting, and release recommendations.
Analyze business requirements, user stories, acceptance criteria, process flows, and solution designs to identify gaps, dependencies, risks, and testability concerns early in the delivery lifecycle.
Design and maintain traceable test coverage across functional, integration, system, regression, exploratory, data, security, accessibility, and end-to-end testing.
Prepare test scenarios and data, execute manual and automated tests, investigate failures, document results, validate defect resolutions, and perform deployment verification.
Apply appropriate testing techniques, including positive, negative, boundary, exception-path, state-transition, role-based, data-driven, and exploratory testing.
Support system integration testing (SIT), user acceptance testing (UAT), production-readiness assessments, smoke testing, post-implementation validation, and release-risk discussions.
Communicate testing progress, coverage, defects, dependencies, and release risks to technical and business stakeholders.
Design and execute testing across web applications, mobile solutions, APIs, integrations, batch processes, data platforms, reporting solutions, vendor products, and back-office applications.
Validate end-to-end business processes and data movement across upstream and downstream applications, including interfaces, document services, identity services, and external service providers.
Test application security and access controls, including roles, profiles, permissions, sharing, segregation of duties, persona-based access, and data visibility.
Perform backend validation using SQL, SOQL, logs, API responses, and approved query or diagnostic tools.
Validate data completeness, transformations, reconciliation, referential integrity, duplicate and null handling, exception processing, and incremental data changes.
Coordinate test data and environment readiness while ensuring confidential information is masked, stored, and used in accordance with corporate security and privacy requirements.
Perform testing within Salesforce, including configuration, security, integrations, data, and custom functionality, as part of the broader enterprise application portfolio.
Adapt test approaches to the technology, delivery model, business process, and risk profile rather than relying on a single platform-specific method.
Identify stable, repeatable, and high-value automation candidates based on risk, frequency, business criticality, maintainability, and expected benefit.
Develop and maintain automated smoke, functional, regression, integration, and API tests across enterprise applications.
Build reusable, readable, and maintainable automated tests using approved tools, frameworks, source-control practices, and coding standards.
Collaborate with QA, development, and DevOps team members to integrate automated tests into Azure DevOps Pipelines or an equivalent CI/CD platform.
Analyze automated-test failures and distinguish application defects from test-data, environment, configuration, and automation-script issues.
Monitor automation reliability, useful coverage, execution results, maintenance effort, execution time, and false-failure rates.
Participate in peer reviews, contribute to automation standards, and share knowledge with other QA team members.
Recognize when manual, exploratory, usability, accessibility, or business-process testing will provide greater value than automation.

Requirements

5+ years of progressive, hands-on software quality assurance or quality engineering experience supporting complex enterprise applications.
Demonstrated breadth across functional, integration, system, regression, exploratory, data, security, API, and end-to-end business-process testing.
Experience testing across multiple applications and technologies, including web applications, APIs, integrations, data flows, batch processes, vendor platforms, or back-office systems.
Hands-on experience testing Salesforce in an enterprise environment, including configuration, security, integrations, data, and end-to-end processes.
Demonstrated experience developing, maintaining, or materially contributing to automated tests using Browserstack, Playwright, Selenium, Tricentis, or an equivalent automation tool or framework.
Experience selecting appropriate automation candidates and balancing automated testing with manual, exploratory, and risk-based testing.
Experience with API testing using Postman, REST Assured, Playwright API, or an equivalent tool.
Practical proficiency in at least one scripting or automation language, such as JavaScript, TypeScript, Python, Java, or equivalent.
Strong SQL skills and practical experience validating and reconciling data across integrated systems; working knowledge of SOQL is preferred.
Experience using Azure DevOps Test Plans, Boards, Repos, and Pipelines, or equivalent test-management, source-control, and CI/CD tools.
Strong knowledge of Agile delivery, defect management, test evidence, requirements traceability, release governance, and risk-based testing.
Excellent analytical, troubleshooting, written communication, stakeholder-management, and facilitation skills.
Experience testing Salesforce Financial Services Cloud or another major CRM, ERP, wealth management, or financial-services platform.
Experience in Canadian wealth management, brokerage, investment, banking, or another regulated financial-services environment.
Knowledge of advisor, client onboarding, investment management, trading, servicing, fee billing, document, reporting, or back-office business processes.
Experience testing responsive web applications and mobile experiences across supported browsers and devices; experience with cross-browser and device-testing platforms such as BrowserStack is an asset.
Familiarity with accessibility, usability, and performance-testing practices.
Familiarity with Salesforce Lightning, Apex and Lightning Web Components from a testing perspective, Salesforce Inspector, Salesforce DX, Git, or Salesforce DevOps tooling.
ISTQB, Salesforce, test automation, or another relevant certification.
Familiarity with systems such as Dataphile, NBIN, ISM, PureFacts, Envestnet, or CGI Wealth360.
Canadian Securities Course or comparable industry education.

Skills

Quality Assurance
Quality Engineering
Enterprise Applications
Web Applications
APIs
Integrations
Data Flows
Batch Processes
Vendor Platforms
Back-office Systems
Salesforce Testing
Test Automation
Browserstack
Playwright
Selenium
Tricentis
API Testing
Postman
REST Assured
Playwright API
JavaScript
TypeScript
Python
Java
SQL
SOQL
Azure DevOps Test Plans
Azure DevOps Boards
Azure DevOps Repos
Azure DevOps Pipelines
Agile Delivery
Defect Management
Requirements Traceability
Risk-based Testing
Salesforce Financial Services Cloud
CRM
ERP
Wealth Management
Financial Services
Responsive Web Applications
Mobile Experiences
Cross-browser Testing
Device Testing
Accessibility Testing
Usability Testing
Performance Testing
Salesforce Lightning
Apex
Lightning Web Components
Salesforce Inspector
Salesforce DX
Git
Salesforce DevOps
Dataphile
NBIN
ISM
PureFacts
Envestnet
CGI Wealth360
Canadian Securities Course

Location

Canada

Work Type

Hybrid

Experience Level

5+ years

Education Level

ISTQB Certification
Salesforce Certification
Test Automation Certification
Canadian Securities Course

Salary/Compensations

$85,800-$94,500

Benefits

Performance-based incentive plan
Comprehensive health & dental benefits
Group RRSP matching plan
Paid time off

About the Company

Richardson Wealth is a leading Canadian wealth management organization offering the personal touch of a boutique firm with significant results.
With offices across the country, we are home to some of Canada’s best investment advisors.
We are currently in an exciting growth phase, undertaking a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Equal Opportunity

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment.
We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act.
Candidates may request accommodation at any point during the interview process.