Manager, Business Insights & Analytics

Role overview

Business intelligence and analysis

• Analyze advisor, client, portfolio, operational, and sales data to identify trends, opportunities, risks, and performance drivers.
• Conduct deep-dive analysis for strategic decisions, growth initiatives, advisor engagement, and operational improvements.
• Turn raw data into actionable recommendations and help stakeholders understand what happened, why, and what should happen next.
• Identify opportunities in advisor productivity, client outcomes, operational efficiency, growth, segmentation, and wallet share.

Reporting and stakeholder partnership

• Develop insights and reporting on advisor books, client acquisition and retention, sales, portfolios, and operational effectiveness.
• Develop and improve dashboards, scorecards, executive reporting, and analytical tools tailored to stakeholder needs.
• Establish business metrics, KPIs, and performance indicators with Wealth Operations leadership.
• Present findings and recommendations clearly; gather business requirements and translate them into analytical solutions.
• Build relationships across Wealth Operations, Sales, Advisor Support, Technology, and senior leadership.

Data governance and platform evolution

• Improve data quality, integrity, governance, accessibility, and reporting consistency with Technology and Data teams.
• Help evolve the wealth platform as a trusted source of truth for advisor, client, sales, and operational reporting.
• Standardize business definitions, metrics, and reporting methods and support scalable self-service reporting.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Data Analytics, Information Systems, or a related field.
• 7+ years of experience in business intelligence, reporting, analytics, data management, or related business analysis roles.
• Direct experience in wealth management, investment management, asset management, financial advisory services, or financial services.
• Strong knowledge of advisor business models, client relationships, portfolio structures, and wealth operations.
• Experience developing dashboards, scorecards, executive reporting, and BI solutions and supporting data-driven business decisions.
• Advanced analytical and problem-solving skills; ability to synthesize complex data into actionable recommendations.
• Exceptional stakeholder management, communication, influencing, executive presentation, and storytelling capabilities.
• Experience with large, complex datasets across multiple source systems.
• Proficiency with Power BI, SQL, Tableau, Snowflake, Databricks, or similar analytics platforms.

Compensation

• The stated base salary range is CAD 69,500–CAD 119,500; the posting does not specify a pay cadence.
• The position is eligible for a bonus program and offers benefits, retirement savings, paid leave, education programs, and other benefits.

Work arrangement

• The role follows an in-office work model and requires onsite work four days per week.