CRM Business Analyst - TD Asset Management

Description

You act as the main link between the Journey Pod (Ops), business stakeholders, technology teams and Quality Assurance.

You turn business needs into clear requirements and help teams work together to deliver Salesforce solutions and operational processes.

The company is the fifth largest bank in North America by branches and stores, serves over 27 million households and businesses in Canada, the United States and abroad, and employs more than 95,000 colleagues.

The team is part of Operations and works across end-to-end processes.

Interviews are arranged with candidates the team wants to meet, and the team aims to tell all applicants the outcome by email or phone.

Responsibilities

• Give hands-on technical and process support to the team as a go-to resource.
• Find, document, investigate and resolve production issues and escalations that go beyond first-level support.
• Review business processes and propose changes that make operations more efficient.
• Share insights, reports and upward feedback to support decisions.
• Lead workstreams and act as project lead or subject matter expert on small projects and initiatives.
• Help define, build and roll out new workflows, services and operational improvements.
• Drive continuous improvement across the team and the wider organization.
• Build, maintain and improve Salesforce reports and dashboards.
• Prepare consolidated and aggregated Excel files for mass updates and data management.
• Use Salesforce to support data quality, reporting and business analytics.
• Build and maintain strong relationships with customers, partners and stakeholders.
• Represent Operations while handling complex customer and business issues across end-to-end processes.
• Work with business, technology and QA teams to deliver solutions successfully.
• Train colleagues on best practices, tools and processes.
• Coach and guide junior team members on business-as-usual work.
• Encourage knowledge sharing and help grow the team's capability.
• Build your expertise in operations, Salesforce and industry trends, and offer thought leadership.
• Challenge existing processes and spot ways to improve them.
• Share ideas, lessons learned and best practices across teams and functions.
• Be a positive brand ambassador and role model.

Requirements

• You have Salesforce experience.
• You hold a Salesforce Associate Certification.
• You understand the Salesforce platform, its reporting features and good practice well.
• You have created and managed Salesforce reports and dashboards.
• You have advanced Microsoft Office skills, especially in Excel.
• You have experience with complex reporting and data management.
• You solve problems and think critically.
• You can gather, analyze and document business requirements.
• You ask good questions to draw out stakeholder needs.
• You make logical, data-driven decisions and recommendations.
• You write and speak clearly and well.
• You present and facilitate confidently.
• You communicate effectively with stakeholders at every level of the organization.
• You build and maintain relationships across teams.
• You bring a collaborative mindset, fresh ideas and adaptability to changing business needs.
• You manage your time and organize work exceptionally well.
• You juggle several initiatives and competing priorities in a quick-moving environment.
• You are detail-oriented and committed to quality.
• You work independently and take ownership of issues and deliverables.
• You are comfortable with ambiguity and adapt quickly to change.
• You stay consistent and accountable across many tasks.
• A post-secondary degree, diploma or technical certification in business or technology is preferred.
• Salesforce Administrator Certification, or progress toward it, is a strong asset.
• Business analyst experience and or related certifications are an asset.
• Experience with Jira is an asset.
• Knowledge of the company's asset management retail distribution business (TDAM) is an asset.
• Preferred: knowledge and experience with dealer relations management for internal and external dealers.
• Preferred: knowledge and experience with dealer code and rep code assignments and management.
• Preferred: a strong desire to keep learning and grow professionally, especially in Salesforce and related technology.
• Preferred: a positive attitude, growth mindset and eagerness to learn.

Conditions

Location: Toronto, Ontario, Canada.

Listed hours: 5.

Line of business: the company's wealth business.

Salary range: $81,600 to $115,200 CAD.

Pay within the range depends on skills, experience, job-related knowledge, location and business needs, and pay can rise through the range as you progress in the role.

You are encouraged to ask about pay and discuss it openly with your recruiter.

The company values diverse perspectives and fair growth opportunities for everyone.

This job is subject to provincial regulation for employment purposes, and each province or territory in Canada may have its own rules and requirements.

Benefits

• Total rewards include base salary and variable compensation.
• Health and well-being benefits, savings and retirement plans, paid time off, banking benefits and discounts, career development, and recognition programs.
• Regular career, development and performance conversations with your manager.
• Access to an online learning platform and several mentoring programs.
• Training and onboarding sessions to help you get up to speed.