Database Developer-CRM Integration
About the role
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 We are seeking skilled Database Developer to support our CRM Integration initiative for a 1-year contract. The role focuses on building a Snowflake-based data mart for Salesforce, developing data pipelines (Azure Data Factory) to integrate with Salesforce, and migrating existing CRM data from Maximizer. This position requires strong technical expertise in database development, ETL pipelines, and CRM data models, as well as experience with data mapping and transformation.
The Database Developer will work closely with our Enterprise Architect, Data Architects, and Database Engineers to ensure solutions are aligned with enterprise data strategy, architecture standards, and system integration requirements.
Duties And Responsibilities
- Design, develop, and maintain a Snowflake data mart to support Salesforce CRM reporting and analytics.
- Build and optimize ETL pipelines in Azure Data Factory (ADF) to sync data between Snowflake & Salesforce.
- Lead the data migration effort from Maximizer to Salesforce, including:
- Analyzing source/target CRM schemas.
- Performing data mapping and transformation between systems.
- Ensuring data quality, consistency, and integrity during migration.
- Collaborate with Data Architects, Enterprise Architect, and Database Engineers to design scalable, secure, and high-performance solutions.
- Work with business teams to translate requirements into technical designs.
- Implement data governance best practices, including documentation, error handling, and validation.
- Optimize database performance, queries, and transformations in Snowflake.
Qualifications
- Bachelor’s degree in Computer Science, or related field (or equivalent experience).
- 6+ years of experience in database development and ETL/data integration.
- 3+ years of experience in Azure Data Factory and other ETL tools.
- Strong experience in Snowflake (SQL, schema design, performance tuning).
- Experience with Salesforce Schema, Object model data migration tools and services (Financial Cloud, Service Cloud, data loader or data import wizard).
- 1-3 years of experience working with CRM migrations (preferably Salesforce, Maximizer or similar).
- Solid understanding of data mapping, cleansing, and transformation techniques.
- Strong SQL skills and experience with large datasets.
- Excellent problem-solving and communication skills, with the ability to work collaboratively across technical and business teams.
Nice-to-Have
- Familiarity with DevOps practices for Snowflake
- Knowledge of Data Vault modeling or other EDW methodologies.
- Familiarity with infrastructure-as-code (IaC) principles for managing data pipelines and transformations.
- Hands-on experience with dbt (data build tool), including model development, testing, and deployment.
- Wealth Management experience, or relevant work experience in a regulated industry.
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 Richardson Wealth
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 sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme.
Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG).
Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations.
Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
Database Developer-CRM Integration
About the role
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 We are seeking skilled Database Developer to support our CRM Integration initiative for a 1-year contract. The role focuses on building a Snowflake-based data mart for Salesforce, developing data pipelines (Azure Data Factory) to integrate with Salesforce, and migrating existing CRM data from Maximizer. This position requires strong technical expertise in database development, ETL pipelines, and CRM data models, as well as experience with data mapping and transformation.
The Database Developer will work closely with our Enterprise Architect, Data Architects, and Database Engineers to ensure solutions are aligned with enterprise data strategy, architecture standards, and system integration requirements.
Duties And Responsibilities
- Design, develop, and maintain a Snowflake data mart to support Salesforce CRM reporting and analytics.
- Build and optimize ETL pipelines in Azure Data Factory (ADF) to sync data between Snowflake & Salesforce.
- Lead the data migration effort from Maximizer to Salesforce, including:
- Analyzing source/target CRM schemas.
- Performing data mapping and transformation between systems.
- Ensuring data quality, consistency, and integrity during migration.
- Collaborate with Data Architects, Enterprise Architect, and Database Engineers to design scalable, secure, and high-performance solutions.
- Work with business teams to translate requirements into technical designs.
- Implement data governance best practices, including documentation, error handling, and validation.
- Optimize database performance, queries, and transformations in Snowflake.
Qualifications
- Bachelor’s degree in Computer Science, or related field (or equivalent experience).
- 6+ years of experience in database development and ETL/data integration.
- 3+ years of experience in Azure Data Factory and other ETL tools.
- Strong experience in Snowflake (SQL, schema design, performance tuning).
- Experience with Salesforce Schema, Object model data migration tools and services (Financial Cloud, Service Cloud, data loader or data import wizard).
- 1-3 years of experience working with CRM migrations (preferably Salesforce, Maximizer or similar).
- Solid understanding of data mapping, cleansing, and transformation techniques.
- Strong SQL skills and experience with large datasets.
- Excellent problem-solving and communication skills, with the ability to work collaboratively across technical and business teams.
Nice-to-Have
- Familiarity with DevOps practices for Snowflake
- Knowledge of Data Vault modeling or other EDW methodologies.
- Familiarity with infrastructure-as-code (IaC) principles for managing data pipelines and transformations.
- Hands-on experience with dbt (data build tool), including model development, testing, and deployment.
- Wealth Management experience, or relevant work experience in a regulated industry.
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 Richardson Wealth
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 sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme.
Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG).
Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations.
Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.