Richardson Wealth

www.RichardsonWealth.com

1 Job

928 Employees

About the Company

Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn't just about getting financial and investing guidance. It's about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales societes independantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une societe boutique tout en simplifiant la complexite de votre patrimoine et en produisant des resultats dans chaque partie de votre vie, maintenant et a long terme. Le Groupe Capital RF inc. exerce ses activites sous la marque Patrimoine Richardson, une societe de gestion de patrimoine cotee a la Bourse de Toronto (TSX : RCG). Nous habilitons nos equipes de conseillers a travers le pays a vous aider a batir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement a obtenir des conseils en matiere de finances et de placements. Il s'agit aussi d'etablir des relations. Nous sommes fiers d'etre Canadiens et nous nous engageons a vous offrir les normes les plus elevees en matiere de service a la clientele alors que nous travaillons ensemble pour faire croitre, proteger et ameliorer votre bien-etre financier.

Listed Jobs

Company Name: Richardson Wealth
Job Title: Senior Business Analyst
Job Description: **Job Title:** Senior Business Analyst **Role Summary:** Six‑month contract role within the Business Solutions team, serving as the primary liaison for business partners to drive strategic initiatives, product and service developments, and enterprise‑wide implementations. Owns solution delivery from requirements gathering through post‑implementation review. **Expectations:** - 10+ years progressive business analysis or consulting experience on large, enterprise‑wide projects. - Proven ability to manage multiple priorities in a fast‑paced environment. - Strong stakeholder relationship, communication, and negotiation skills. - Demonstrated expertise in wealth‑management processes (front‑ and back‑office) and third‑party solution deployments. **Key Responsibilities:** - Act as the main contact/relationship manager for a portfolio of business partners. - Elicit, analyze, document, and manage business and solution requirements. - Recommend and design process improvements; create business process models (UML, BPMN). - Review testing artifacts, triage defects, and ensure solutions meet requirements. - Conduct post‑implementation reviews, lessons‑learned sessions, and warranty support. - Provide subject‑matter expertise on application usage and data setup. - Collaborate with stakeholders to resolve variances from product/application specs. - Support team members in achieving project and client service objectives. **Required Skills:** - Advanced problem‑solving and analytical abilities. - Requirements elicitation, analysis, documentation, and management. - Experience with large‑scale third‑party implementations (e.g., Salesforce). - Business process modeling (UML, BPMN) and data requirement documentation. - Knowledge of project management lifecycle (Waterfall, Iterative, Agile). - Working knowledge of SQL and data architecture concepts. - Strong interpersonal, negotiation, and communication skills. - Familiarity with business assessment tools (feasibility studies, cost/benefit analysis). **Required Education & Certifications:** - University degree or college diploma. - CBAP (Certified Business Analysis Professional) – preferred. - Canadian Securities Course or related certification – preferred. - Hands‑on experience with Salesforce (advisor journey, implementation, configuration) – preferred.