BI Analyst Wealth Management
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Job Summary
Position Overview
We are seeking a Business Intelligence Specialist / Business Analyst to join our Wealth Management Canada Business Intelligence Team. You will play a key role in modernizing our analytics infrastructure. This position offers the opportunity to drive strategic transformation while directly supporting business users across investment advisory branch management and head office functions.
Core Responsibilities
System Migration & Modernization: Lead the migration of reports from legacy SAS systems to Snowflake/Tableau ensuring seamless transitions and minimal business disruption
Requirements Gathering & Analysis: Conduct discovery sessions with business stakeholders to understand reporting needs pain points and analytics requirements; document and prioritize requirements to inform solution design
Cross-functional Collaboration: Partner with business stakeholders technology teams and other departments to ensure project deliverables meet requirements and timelines
Documentation & Knowledge Transfer: Create comprehensive documentation data dictionaries and knowledge base articles to support team and stakeholder understanding
Data Ecosystem Expertise: Develop deep knowledge of our data landscape identify authoritative data sources and become a go-to resource for data location and accessibility questions
This is an individual contributor role
Required Qualifications
7 years of experience in business intelligence data analytics reporting or related field
Strong communication skills and ability to independently work cross-functionally
Ability to translate business requirements into technical solutions
Proficiency with BI tools (Tableau Power BI or equivalent) and MS Excel
Experience with SQL and relational databases
Knowledge of data warehousing concepts and ETL processes
Preferred Qualifications
Knowledge of financial services or wealth management industry
Experience with Snowflake or cloud data platforms
Familiarity with SAS
Understanding of regulatory reporting requirements (e.g. CRM3 CIRO)
