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Added 24 mins ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
Supporting employee development, training, quality assurance and continuous learning initiatives;
Added 24 mins ago
SE
Technical Expert L3 - Customer Care
Schneider Electric
Richmond, BC
- $75,200 to $112,800 CAD / year
- Full-time
Join our Technical Customer Care team as a trusted technical advisor, helping turn complex customer challenges into practical solutions. When an issue goes beyond the scope of Level 1 or…
Added 1 hour ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
This role will serve as a key advisor to the Senior Director, Campus Engagement acting as their representative when required and acting as Senior Director in the incumbent's absence.
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 2 hours ago
L
Senior Technology Manager - Security Engineering and Architecture
lululemon
Vancouver, BC
- Full-time
Lead, coach, and develop a team of security architects and engineers while fostering a culture of accountability, innovation, inclusion, and continuous learning.
Added 4 hours ago
S
Director of Finance
SHIPSHEY
Mississauga, ON
- $98,968.67 to $118,320 CAD / year
- Full-time
Serve as a key advisor on financial strategy, risk management, budgeting, forecasting, and business planning
Added 4 hours ago
TE
Marketing Manager
THE EMPIRE LIFE INS. CO
Kingston, ON · Toronto, ON
- Full-time
- Contract
The opportunity - collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.
Added 4 hours ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
As a working Shop Foreperson, you'll collaborate closely with our Service Manager, Service Writer, and Service Technicians to maintain a high performing, efficient, customer focused service…
Added 5 hours ago
A
Pre-Sales Solution Consultant
ADP
Mississauga, ON
- $59,300 to $94,800 CAD / year
- Full-time
Ongoing learning, development, and career growth opportunities.
Added 6 hours ago
SO
Senior Advanced Planning Advisor
Stone Owl Family Office
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Engage in continuous learning through real client engagements and contribute to the development of new planning ideas and frameworks.
Added 6 hours ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Drummondville, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 6 hours ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Sherbrooke, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 6 hours ago
K
Customer Success Manager
Klue
Remote, Canada
- $75,000 to $105,000 CAD / year
- Full-time
- Remote
As a Customer Success Manager at Klue, you own the full customer relationship, from onboarding through renewal and expansion. You're the connective tissue: keeping every account team…
Added 7 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 7 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Marc-des-Carrières, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 7 hours ago
NB
Banking Advisor
National Bank of Canada
Beloeil, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 7 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 7 hours ago
NB
Banking Advisor
National Bank of Canada
Longueuil, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 7 hours ago
NB
Banking Advisor
National Bank of Canada
Boisbriand, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 7 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Boucherville, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 7 hours ago
C
Director, Strategic Partnerships
Clarity
Vancouver, BC
- $200,000 to $350,000 CAD / year
- Full-time
3-6+ years in partnerships, business development, or commercial roles at a fintech, financial infrastructure provider, or financial institution, with deals you personally sourced,…
Added 7 hours ago
T
PIA Client Service Associate
TD
Kingston, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 7 hours ago
T
Senior Practice Consultant, Private Wealth Management
TD
Vancouver, BC
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 9 hours ago
B
Senior Manager, Credit Risk Strategy Oversight
BMO
Toronto, ON · BMOPLACE
- Full-time
Operate as a specialist resource and trusted advisor to senior leaders and key stakeholders across the organization.
Added 9 hours ago
B
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
BMO Private Wealth is dedicated to delivering exceptional advice and service to high-net-worth clients through a collaborative, client-focused approach. Our advisors and wealth…

BMO

Manager, Wealth Reporting Analytics & Automation

Toronto, ON, Canada

$70,000.00 - $150,000.00 · Full-time

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Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Oct 31, 2026
Posting language: English
Posted: Oct 9, 2026

Original job description

Application Deadline:

10/30/2026

Address:

100 King Street West

Job Family Group:

Data Analytics & Reporting

The Wealth Reporting Analytics and Automation understands and articulates the business case of business questions and the estimated value being delivered. Develops analytical and reporting solutions in close consultation with business stakeholders and functional partners, that are related to Wealth Analytics, reporting insights, automation as well as supporting broader data analytics responsibilities of the team. They will have strong ownership over all deliverables and guide on the configuration, applicability, and usability of data management, data analytics, and data visualization solutions to support these deliverables.

This role will support Wealth Analytics, reporting, automation and generally support advanced analytics and data management.

- Acts as a trusted advisor to assigned business groups.
- Manages complex or challenging stakeholders through strong influencing and persuasive communication skills, ensuring alignment between business objectives and data needs.
- Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability
- Leads or participates in the design, implementation, and ongoing management of new analytics and reporting solutions.
- Breaks down strategic issues and analyzes data to provide subject‑matter insights and actionable recommendations.
- Cleanses, manipulates, and transforms data through programming or scripting to support model development and validation.
- Promotes automation/optimization, self‑serve analytics adoption, and a culture of data‑driven decision making.
- Monitors tool performance, manages UAT activities, and resolves technical or functional issues.
- Integrates data from multiple sources to streamline processes, enhance analysis, and improve reporting efficiency.
- Designs and produces recurring and ad‑hoc reports and dashboards.
- Builds data visualizations and reporting solutions to communicate insights effectively to diverse audiences.
- Develops tools and delivers training programs to enable non‑analytical users to adopt reporting and self‑serve analytics tools.
- Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
- Supports business groups within BMO and, when required, provides insights with broader enterprise scope.
- Provides specialized consulting, analytical, and technical expertise.
- Exercises sound judgment to identify, diagnose, and resolve problems within established guidelines.
- Demonstrates strong ownership and accountability; works independently or collaboratively while handling non‑routine situations.
- Performs additional responsibilities as assigned.
- Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

- 7+ years of relevant analytical experience (preferably within banking or FinTech), supported by a post‑secondary degree in a related discipline or an equivalent combination of education and experience.
- Advanced level of proficiency in SQL and SAS (SAS Macros, Proc SQL etc.)
- Strong expertise in data visualization tools such as Microsoft Power BI and Fabric, data storytelling and illustration
- Knowledge and expertise in AWS, PySpark and Python. Good to have experience in AWS migration.
- Good to have Power Query and Power Automate knowledge
- In‑depth experience with requirements gathering, data preparation, ETL development, insights design, data analysis, optimization, and automation.
- Advanced analytical, problem-solving, and data-driven decision-making capabilities.
- Demonstrated deep technical knowledge and proficiency gained through extensive business experience.
- Strong, demonstrated stakeholder management capabilities.
- Strong influencing and negotiation skills.
- Excellent verbal and written communication skills.
- Strong collaboration and teamwork abilities.

Salary:

$70,000.00 - $150,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The manager will develop and implement analytical and reporting solutions while acting as a trusted advisor to business stakeholders. They are responsible for managing complex data projects, driving automation, and ensuring data-driven decision-making across the wealth management division.

Requirements

Candidates must have at least 7 years of analytical experience, preferably in banking or FinTech, along with a post-secondary degree. Strong technical proficiency in SQL, SAS, Python, and data visualization tools like Power BI is required.

Skills

SQL
SAS
Power BI
Fabric
AWS
PySpark
Python
Data visualization
Data storytelling
ETL development
Requirements gathering
Data analysis
Automation
Stakeholder management
Influencing
Negotiation

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth Analytics
Reporting
Automation
Data Management
SQL
SAS
Power BI
Fabric
AWS
PySpark
Python
ETL
Data Visualization
Data Storytelling
Stakeholder Management
FinTech
Banking
Data Analysis
Optimization
Self-serve Analytics
Risk Management
Dashboarding
Programming
Scripting
Model Development
UAT
Consulting
Data Flow
Business Intelligence
Strategic Analysis

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