Salesforce Developer
Top Benefits
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 an experienced Salesforce Developer to design, build, and support solutions on Salesforce Financial Services Cloud (FSC) for a wealth management business. You will serve as a technical authority for Salesforce FSC within iA Wealth , own and evolve the Salesforce architecture in alignment with enterprise strategy and collaborate with talented professionals in managing the direction, development and deployment ecosystem.
This is an existing vacancy.
Duties and Responsibilities
- Design, develop and implement Salesforce solutions that support the Wealth Management business model using platform-native approaches over custom code whenever possible
- Stay current on Salesforce seasonal releases and FSC-specific enhancements to identify opportunities and impacts on our environment and users and anticipate platform risks including downstream integrations
- Partner with journey owners and other team members to shape technical strategy aligned with wealth business goals
- Demonstrate constant attention to ensuring security and preserving digital information confidentiality. Partner with InfoSec/Compliance to ensure appropriate data handling of sensitive client data (PII) and ensure designs support audit and monitoring expectations through event/activity visibility.
- Measure the quality of the developed solution (performance, robustness, functional test coverage etc)
- Use development best practices supported by the Centers of Excellence, applying proper design, partitioning, and modeling patterns for processing, data, hosting infrastructure, etc.
- Set up or use a continuous integration and continuous deployment (CI/CD) pipeline.
- Lead discussions around design decisions, aligned with best practices and company standards and norms.
- Create and maintain robust unit tests and regression test coverage consistent with enterprise SDLC practices (CI/CD, code review, release readiness)
- Provide technical support for the solution in production by triaging and resolving production issues (defects, performance bottlenecks, integration failures), drive root-cause analysis, and implement preventive controls.
- Establish the team’s documentation strategy by defining standards aligned with enterprise, encouraging best practices and ensuring consistent application.
- Take ownership of complex tasks, mentor and provide technical coaching to other team members and actively share knowledge on Salesforce best practices.
- Actively collaborate in activities such as ceremony planning, definition of done etc.
- Be available to perform production releases (deployments) when required.
- Develop scalable UI experiences using Lightning Web Components (LWC) and industry UI patterns to enhance advisor productivity.
- Build and maintain Apex classes, triggers, batch/scheduled jobs, and asynchronous processing where required for industry data volumes and compute pattern
Qualifications
- Education: Bachelor's degree in Computer Science, or a related field.
- Experience leading design, development and delivery of complex, enterprise-scale Salesforce solutions with a minimum 5+ years as Salesforce Developer
- Experience with Salesforce Financial Services Cloud (FSC) and specifically Wealth Management industry components
- Track record of influencing technical direction without formal authority
- Good knowledge of or willingness to learn: Integration between Salesforce and Content Server; Einstein Activity Capture (EAC); upcoming Salesforce integrations (including MuleSoft and Google Cloud).
- Knowledge of cloud technologies, containers, virtualization (e.g., Azure DevOps, Docker, Kubernetes, Google Cloud Git Flow).
- Knowledge of design/architecture patterns and partitioning patterns
- Strong experience with Salesforce platform – APEX (classes, triggers, batch) , core objects, FSC objects, Platform Events, Lightning Web Components, Salesforce APIs) including governance limits
- Familiar with Salesforce Data components: DataLoader., DataCloud, etc.
- Familiarity with UML/UML2 nomenclature
- Experience with .NET Core, C#
- Familiarity with event driven models (Kafka is an asset).
- Experience using AI tools, such as Microsoft Copilot, Salesforce Agentforce, and Google Vertex is an asset.
- Experience balancing speed, quality, security and maintainability in enterprise environments
- Analytical Skills: Strong analytical and problem-solving skills. Ability to translate business requirements into technical solutions.
- Communication: Excellent verbal and written communication skills. Ability to present complex technical concepts clearly and concisely to stakeholders.
- Interpersonal Skills: Strong interpersonal skills with the ability to collaborate effectively with various teams and stakeholders.
The expected annualized base salary range for this role is $94,500-$126,000.
The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.
Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
#LI-Hybrid
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.
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Salesforce Developer
Top Benefits
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 an experienced Salesforce Developer to design, build, and support solutions on Salesforce Financial Services Cloud (FSC) for a wealth management business. You will serve as a technical authority for Salesforce FSC within iA Wealth , own and evolve the Salesforce architecture in alignment with enterprise strategy and collaborate with talented professionals in managing the direction, development and deployment ecosystem.
This is an existing vacancy.
Duties and Responsibilities
- Design, develop and implement Salesforce solutions that support the Wealth Management business model using platform-native approaches over custom code whenever possible
- Stay current on Salesforce seasonal releases and FSC-specific enhancements to identify opportunities and impacts on our environment and users and anticipate platform risks including downstream integrations
- Partner with journey owners and other team members to shape technical strategy aligned with wealth business goals
- Demonstrate constant attention to ensuring security and preserving digital information confidentiality. Partner with InfoSec/Compliance to ensure appropriate data handling of sensitive client data (PII) and ensure designs support audit and monitoring expectations through event/activity visibility.
- Measure the quality of the developed solution (performance, robustness, functional test coverage etc)
- Use development best practices supported by the Centers of Excellence, applying proper design, partitioning, and modeling patterns for processing, data, hosting infrastructure, etc.
- Set up or use a continuous integration and continuous deployment (CI/CD) pipeline.
- Lead discussions around design decisions, aligned with best practices and company standards and norms.
- Create and maintain robust unit tests and regression test coverage consistent with enterprise SDLC practices (CI/CD, code review, release readiness)
- Provide technical support for the solution in production by triaging and resolving production issues (defects, performance bottlenecks, integration failures), drive root-cause analysis, and implement preventive controls.
- Establish the team’s documentation strategy by defining standards aligned with enterprise, encouraging best practices and ensuring consistent application.
- Take ownership of complex tasks, mentor and provide technical coaching to other team members and actively share knowledge on Salesforce best practices.
- Actively collaborate in activities such as ceremony planning, definition of done etc.
- Be available to perform production releases (deployments) when required.
- Develop scalable UI experiences using Lightning Web Components (LWC) and industry UI patterns to enhance advisor productivity.
- Build and maintain Apex classes, triggers, batch/scheduled jobs, and asynchronous processing where required for industry data volumes and compute pattern
Qualifications
- Education: Bachelor's degree in Computer Science, or a related field.
- Experience leading design, development and delivery of complex, enterprise-scale Salesforce solutions with a minimum 5+ years as Salesforce Developer
- Experience with Salesforce Financial Services Cloud (FSC) and specifically Wealth Management industry components
- Track record of influencing technical direction without formal authority
- Good knowledge of or willingness to learn: Integration between Salesforce and Content Server; Einstein Activity Capture (EAC); upcoming Salesforce integrations (including MuleSoft and Google Cloud).
- Knowledge of cloud technologies, containers, virtualization (e.g., Azure DevOps, Docker, Kubernetes, Google Cloud Git Flow).
- Knowledge of design/architecture patterns and partitioning patterns
- Strong experience with Salesforce platform – APEX (classes, triggers, batch) , core objects, FSC objects, Platform Events, Lightning Web Components, Salesforce APIs) including governance limits
- Familiar with Salesforce Data components: DataLoader., DataCloud, etc.
- Familiarity with UML/UML2 nomenclature
- Experience with .NET Core, C#
- Familiarity with event driven models (Kafka is an asset).
- Experience using AI tools, such as Microsoft Copilot, Salesforce Agentforce, and Google Vertex is an asset.
- Experience balancing speed, quality, security and maintainability in enterprise environments
- Analytical Skills: Strong analytical and problem-solving skills. Ability to translate business requirements into technical solutions.
- Communication: Excellent verbal and written communication skills. Ability to present complex technical concepts clearly and concisely to stakeholders.
- Interpersonal Skills: Strong interpersonal skills with the ability to collaborate effectively with various teams and stakeholders.
The expected annualized base salary range for this role is $94,500-$126,000.
The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.
Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
#LI-Hybrid
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.