Tableau Developer (Financial Services)

About AGF:

Founded in 1957 AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments AGF Capital Partners and AGF Private Wealth.

AGF brings a disciplined approach focused on incorporating sound responsible and sustainable corporate practices. The firms collective investment expertise driven by its fundamental quantitative and private investing capabilities extends globally to a wide range of clients from financial advisors and their clients to high-net worth and institutional investors including pension plans corporate plans sovereign wealth funds endowments and foundations.

Headquartered in Toronto Canada AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 815000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

About the Role:

We are seeking an experienced Tableau Developer to design develop and optimize sales focused Tableau dashboards and analytical solutions. This role involves translating business requirements into highly scalable Tableau visualizations and supporting end users in a dynamic data-focused environment. Work involves close collaboration with cross-functional teams hands-on SQL skills and dashboard development using the Tableau Product suite.

This hybrid role blends data engineering development and Tableau platform responsibilities including data sourcing/ETL administration dashboard development optimization and user support. Youll partner with CRM Operations and Analytics teams to keep our environment running smoothly while enabling scalable dashboards and insights across the organization. You will also play a key role in advancing our analytics roadmap; supporting the adoption of Tableau Cloud Pulse and Tableau NEXT enabled insights using BI best practices.

What Youll Do:

• Design develop and enhance Tableau dashboards and visualizations that translate business needs into intuitive high-performing analytics products.

• Data preparation and automation: Integrate data from multiple data sources including cloud platforms build and maintain data pipelines and ETL processes.

• Platform administration includes user management site content permissions extract scheduling and workbook performance tuning.

• Proactive troubleshooting with a strong focus on root-cause analysis and resolution.

• Optimize workbooks underlying data queries dashboards and reports for performance scalability and user experience.

• Gather and document business requirements translating into technical solutions.

• Conduct data analysis to draw meaningful business insights.

• Work with teams to define trusted reusable datasets and consistent definitions that enable scalable dashboards and metrics.

• Participate in stakeholder meetings and present visualization solutions clearly and effectively.

• Conduct QA and UAT reviews for new content (accuracy performance governance alignment).

• Create and maintain documentation for dashboards data flows and development processes.

• Establish best practices data governance security and compliance across the platform.

• Design roadmap initiatives to evolve our analytics ecosystem using Tableau Pulse and NEXT.

• Create semantic data models and agents for business users.

What You Bring:

• Bachelors or masters degree in computer science Engineering Statistics Business Analytics or related field.

• 3 - 5 years of proven experience with the Tableau product suite in a business or consulting environment (Tableau Desktop/Cloud Pulse Prep Builder).

• Solid experience integrating data with tools and languages such as Prep Builder Python or R.

• Strong SQL skills and experience with data warehousing concepts (relational star fact/dimensional modelling).

• Experience with LOD expressions and data story telling as a key skill in dashboard development.

• Understanding of ETL data modelling and design preferably using Informatica tools.

• Experience with site administration; user provisioning site roles permissions content governance and performance tuning.

• Demonstrated ability to develop troubleshoot and optimize dashboard performance.

• Ability to take raw noisy data and transform it into a structured format for analysis.

• Advanced knowledge of MS Excel (pivot tables formulas macros) for data validation.

Key Competencies:

• Strong problem-solving and critical-thinking abilities.

• Excellent written and verbal communication skills.

• Ability to present complex information clearly and concisely.

• Organized with a high attention to detail and accuracy.

• Collaborative and customerservice mindset with a focus on analytics advancement and support.

• Comfortable with agile and task-oriented processes.

• Curious adaptable and eager to experiment and learn emerging analytics/AI capabilities.

• Ability to work independently as the Tableau subject matter expert and provide technical support to others.

• Experience with AIdriven analytics (Tableau Pulse/AI Tableau Agent Tableau NEXT).

Preferred Competencies:

• Tableau certification.

• Experience with Salesforce CRM.

• Financial industry experience especially within asset management is a strong asset.

• Familiarity with cloud data platforms (e.g. SQL Server virtualization layers).

• Familiarity with data governance data quality and metadata management.

Why Join Us

Youll help shape the next generation of analytics at an organization investing in modern AIenhanced insights. This is a great opportunity for someone who enjoys both platform stewardship and rolling up their sleeves and diving in on data dashboards and new AI capabilities.

Compensation:

The anticipated compensation range for this role is $80500 - $87500 annually which represents base salary and where applicable variable compensation components (e.g. annual bonus commissions etc.). Actual compensation will be determined based on many factors such as role location candidate experience / qualifications market conditions and internal equity.

AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees which may include a combination of base salary variable compensation benefits and retirement savings plans.

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No unsolicited agency referrals please.

AGF isan equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds including women Indigenous peoples racialized persons persons with disabilities and members of the 2SLGBTQIA community.

We do not discriminate on the basis of race national or ethnic origin colour religion age sex sexual orientation gender identity or expression marital status family status disability or any other status protected by applicable legislation.

We are committed to providing reasonable accommodations forapplicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process please contact us at so that appropriate arrangements can be made.