Job Specifications
About Us
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
This position is a member of the Business Solutions team, reporting to the Senior Manager. This is a 6-month contract.
Duties And Responsibilities
Acts as the primary contact/relationship manager for a portfolio of business partners in the development and implementation of strategic directions, new business opportunities, product initiatives, and service developments
Consults with the business to understand its goals and objectives for a specific initiative or project and advises the business on the functionality, applicability, and usability of alternative solution
Responsible for owning the solution to satisfy the business needs
Elicits, analysis, documents and manages business and solution requirements
Acts as a primary requirements management contact on projects
Recommends process improvements
Builds relationships and works collaboratively with stakeholders to identify solutions and resolve variance from product/application specifications
Reviews testing documentation and participates in triaging defects to ensure business needs and solution requirements are met
Participates in post implementation reviews and processes (e.g. lessons learned, post-install application verifications, warranty support reviews etc.)
Provides subject matter expertise on specific application usage or area of knowledge (e.g., setting up customer data on various products)
Supports other team members in achieving project/ business objectives and providing client services
Fosters a positive work environment that promotes customer service, quality, innovation and teamwork
Qualifications
10+ years progressive business analysis/business consulting experience, supporting and leading large/enterprise-wide projects
Solid problem solving and analytical skills. Ability to multi-task in a multi-faceted role within a high paced environment
Strong relationship management, communication, negotiation, and interpersonal skills
Solid understanding of requirements elicitation, analysis, documentation and management
Experience in large-scale implementations of third-party solutions
Hands-on experience in business process modelling using UML, BPMN or similar techniques
Hands-on experience in identifying, documenting, and communicating data requirements
Knowledge of the project management lifecycle (PMLC) and experience with various applications of the software development lifecycle (Waterfall, Iterative, Agile
Expertise in Wealth Management domain and Wealth Management Front Office and Back Office Full Service is a definite advantage
Working knowledge of SQL and background in data architecture is a strong asset
Familiarity with business assessment tools (e.g. feasibility studies, business cases, cost/benefit analysis, project sizing and costing) is an asset
Education
University degree/college diploma
Preferably has hands on experience with Salesforce or has worked on Salesforce advisor journey, implementation and configuration.
CBAP (Certified Business Analysis Professional)- IIBA is an asset
Canadian Securities Course or related certification is an asset
Why Apply
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we're ready to invest in you.
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.
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 get...
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