Job Description & How to Apply Below
We are seeking a Senior Manager, Reporting & Analytics to join our Wealth Management Canada Business Intelligence Team. You will play a key role in modernizing our analytics infrastructure by migrating legacy reporting systems to cloud-based platforms, creating impactful dashboards and reports, and establishing best practices in data governance. This position offers the opportunity to drive strategic transformation while directly supporting business users across investment advisory, branch management, and head office functions.
Job Description
We are seeking a Senior Manager, Reporting & Analytics to join our Wealth Management Canada Business Intelligence Team. You will play a key role in modernizing our analytics infrastructure by migrating legacy reporting systems to cloud-based platforms, creating impactful dashboards and reports, and establishing best practices in data governance. This position offers the opportunity to drive strategic transformation while directly supporting business users across investment advisory, branch management, and head office functions.
What will you do?
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
Dashboard & Report Development:
Design and build intuitive dashboards and reports for diverse WMC stakeholders including Investment Advisors, Branch Managers, Regional Managers, and Head Office teams
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
Cross‑functional
Collaboration:
Partner with business stakeholders, technology teams, and other departments to ensure project deliverables meet requirements and timelines
Regulatory Compliance:
Support timely delivery of regulatory reports (e.g., CRM3, CIRO) with 100% accuracy and on‑time performance
Documentation & Knowledge Transfer:
Create comprehensive documentation, data dictionaries, and knowledge base articles to support team and stakeholder understanding
Key Strategic Initiatives
Support cloud‑first migration from SAS/SQL Server to Snowflake for near real‑time analytics
Support data governance initiatives, including automated validation, data lineage tracking, and metadata management
Drive adoption of modernized reporting frameworks and monitor end‑user engagement
Identify opportunities to automate reporting and eliminate redundant processes
What do you need to succeed?
Must Have
7+ years of experience in business intelligence, data analytics, reporting or related field
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
Strong communication skills and ability to work cross‑functionally
Ability to translate business requirements into technical solutions
Bachelor's degree in computer science, Data Science, Business, Mathematics, Statistics, or related field
Nice to Have
Experience with Snowflake or cloud data platforms
Familiarity with SAS
Knowledge of financial services or wealth management industry
Understanding of regulatory reporting requirements (e.g., CRM3, CIRO)
What’s in it for you?
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high‑performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business and geographies
Job Skills
Business Case Design, Communication, Critical Thinking, Effectiveness Measurement,…
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