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Analyst, Corporate Banking- Treasury & Payment Solutions
BMO
Toronto, ON · FCP
Full-time
The Analyst is a key member of the Treasury & Payment Solutions (TPS) team and provides sales, implementation, portfolio management, analytical, and client support to Treasury & Payment…
Vendor Management Analyst, Enterprise Procurement
BMO
Toronto, ON · YNG
Full-time
At BMO, we're driven by a shared Purpose: Boldly Grow the Good in business and life. As a Vendor Management Analyst, you'll join a high-performing team responsible for managing strategic…
Senior Analyst, Wealth Growth & Analytics
BMO
Toronto, ON · FCP
Full-time
The Senior Analyst, Wealth Growth & Analytics is responsible for supporting BMO Wealth Management's growth objectives through data-driven insights, performance reporting, lead generation…
Senior Data Governance Analyst
BMO
Toronto, ON · SCC
Full-time
The Senior Data Governance Analyst is responsible for strengthening data governance practices across business and technology teams within a complex financial services environment. The role…
Added 1 day ago
Strategic Analyst, Emerging Technology
BMO
Calgary, AB · GCS
Full-time
…in-house platforms, vendor solutions, and cross-functional business…
Analyst, Full Stack Engineer
BMO
Toronto, ON · FCP
…implement innovative solutions that drive transformational business growth and deliver substantial value to our clients across Investment Banking and Global Markets business units. You will…
Senior Financial Analyst
BMO
Toronto, ON · FCP
Full-time
The Senior Financial Analyst will play a key role in monthly financial reporting, analysis, and business performance support for T&O. Responsibilities include validating and processing…
Senior Reinsurance Analyst (22-month contract)
BMO Insurance
Toronto, ON
Full-time
…maintaining strong partnerships that support our reinsurance business. As a valued member of the Reinsurance Operations team, you will play an integral role in ensuring the accuracy,…
Senior Reinsurance Analyst (22-month contract)
BMO
Toronto, ON · YNG
Full-time
…maintaining strong partnerships that support our reinsurance business. As a valued member of the Reinsurance Operations team, you will play an integral role in ensuring the accuracy,…
Added 1 hour ago
Analyst
BMO
Toronto, ON · BMOPLACE
Full-time
Investigates and identifies strategies to optimize business operations and services, and inform business decisions. Defines business requirements to inform technology build and operations…
Senior Compliance Analyst
Wellington-Altus
Toronto, ON
Full-time
…well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per…
Data Analyst
Wellington-Altus
Toronto, ON
Full-time
We are seeking a detail-oriented and technically proficient Data Analyst with a strong foundation in capital markets and financial domain knowledge to support data analysis across the…
Supervisor
Wellington-Altus
Toronto, ON
Full-time
…well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per…
AI Product Analyst
Chubb
Toronto, ON
Full-time
…commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. As an…
AI Product Analyst - Integration and Quality
Chubb
Toronto, ON
Full-time
…commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. As an…
Senior Analyst, Process & Risk Oversight
BMO
Toronto, ON
Full-time
Senior Data analyst for complaints and cash processes. Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy…
Senior Analyst, Process & Risk Oversight
BMO
Toronto, ON · BMOPLACE
Full-time
Senior Data analyst for complaints and cash processes. Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy…
Senior Analyst, Credit Risk Strategy Oversight
BMO
Toronto, ON · BMOPLACE
Join a purpose‑driven team at the centre of BMO’s risk management ecosystem. As a Senior Analyst, Credit Risk Strategy Oversight, you will contribute analytical depth, structured review,…
Workforce Analyst, Winter 2027 (Co-op/Internship) - 8 Months
BMO
Toronto, ON · FCP
Full-time
Understands and articulates the business case of business questions and the estimated value being delivered. Designs dashboards and analyses to be performed, and appropriate visualization…
Workforce Analyst, Winter 2027 (Co-op/Internship) - 8 Months
BMO
Toronto, ON · FCP
Full-time
Understands and articulates the business case of business questions and the estimated value being delivered. Designs dashboards and analyses to be performed, and appropriate visualization…
Senior Analyst, Data Analytics & Automation Solutions
BMO
Toronto, ON · FCP
Full-time
The successful candidate will leverage automation, AI and analytics to solve business problems for our Wealth stakeholders. Understands and articulates the business case of business…
BMO Capital Markets Winter 2027 Investment Banking Analyst, Real Estate Brokerage, Toronto (Co-op/ Internship)
BMO
Toronto, ON · FCP
Co-op Analysts will participate in a one week training and orientation program and are assigned to a specific Investment Banking product or industry group during the program. In addition to…
BMO Capital Markets Winter 2027 Investment Banking Analyst, Metals & Mining, Toronto (Co-Op/ Internship)
BMO
Toronto, ON · FCP
Full-time
Co-op Analysts will participate in a one-week training and orientation program and are assigned to the Metals & Mining specific Investment Banking industry group during the program. In…
BMO Capital Markets Winter 2027 Investment Banking Analyst, Vancouver (Co-op/ Internship)
BMO
Vancouver, BC · FBT
Full-time
Co-op Analysts will participate in a one-week training and orientation program and are assigned to a specific Investment Banking product or industry group during the program. In addition to…
Senior Director, Commercial Banking
BMO
Montreal, QC
Full-time
As Senior Director, Business Property Finance, you will manage a fast growing, complex portfolio ~$1 billion in loans, while also serving as a trusted advisor to some of Canada's most…

BMO

Senior Analyst, Wealth Growth & Analytics

Toronto, ON, Canada
FCP, Canada

Pay: $55,500.00 - $120,000.00
Job type: Full-time
Apply by: Sep 27, 2026

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

The Senior Analyst will support Wealth Management growth objectives by developing performance reporting, lead generation analytics, and business intelligence solutions. They will partner with stakeholders to transform complex data into actionable insights that drive client acquisition and revenue growth.

Requirements

Candidates must have at least 4 years of experience in analytics, business intelligence, or financial services. Proficiency in SAS, SQL, Python, and Power BI is required, along with strong communication skills and experience with Salesforce.

Experience

2 to 5 years

Working hours

40 hours per week

Work arrangement

On-site

Skills

SAS
SQL
Python
Power BI
Data visualization
Performance reporting
Sales analytics
Lead generation
Business intelligence
Data management
Stakeholder management
Financial services analytics
Salesforce
Dashboard development
Data quality assurance
Strategic planning

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 Management
Data Analytics
Performance Reporting
KPI Management
Lead Generation
Sales Enablement
Business Intelligence
SAS
SQL
Python
Power BI
Salesforce
Data Visualization
Data Governance
Financial Services
Client Acquisition
Revenue Growth
Strategic Analytics
Dashboard Development
Data Quality
Automation
Forecasting
Stakeholder Management
Business Acumen
Reporting Solutions
Campaign Measurement
Audience Segmentation
Cloud-based Analytics
Data Transformation
Process Automation

Original job description

Application Deadline:

09/27/2026

Address:

100 King Street West

Job Family Group:

Data Analytics & Reporting

Role Summary

The Senior Analyst, Wealth Growth & Analytics is responsible for supporting BMO Wealth Management's growth objectives through data-driven insights, performance reporting, lead generation analytics, and business intelligence solutions. This role partners closely with Wealth business leaders, sales teams, and cross-functional stakeholders to monitor key performance indicators, identify growth opportunities, and deliver actionable recommendations that drive client acquisition, client engagement, and revenue growth.

The successful candidate will manage end-to-end analytics processes supporting Wealth lead generation programs, performance measurement frameworks, sales effectiveness reporting, and strategic business initiatives. Leveraging advanced analytical techniques and data visualization tools, the Senior Analyst will transform complex data into meaningful insights that enable informed business decisions and contribute to measurable business outcomes.

This role requires strong business acumen, analytical expertise, stakeholder management skills, and the ability to communicate insights effectively to both technical and non-technical audiences.

Key Accountabilities

Wealth Performance Reporting & KPI Management

Develop, maintain, and enhance reporting solutions that monitor Wealth business performance across client acquisition, sales activity, referrals, lead conversion, client growth, and revenue outcomes.
Produce recurring executive and management reporting packages, ensuring accuracy, consistency, and timely delivery.
Track and analyze key business performance indicators and emerging trends to identify opportunities and business risks.
Support monthly, quarterly, and annual business reviews through insightful performance commentary and recommendations.
Develop automated dashboards and reporting solutions using Power BI and other visualization tools.

Lead Generation & Program Analytics

Support end-to-end analytics for Wealth lead generation and sales enablement programs.
Measure program effectiveness across key stages including targeting, lead generation, sales activity, conversion, and revenue outcomes.
Identify opportunities to improve lead quality, sales effectiveness, and business results.
Partner with business stakeholders to establish success metrics and measurement frameworks for growth initiatives.
Evaluate program performance and provide recommendations to optimize future business strategies.

Business Insights & Strategic Analytics

Analyze complex client, sales, and business performance data to identify actionable insights and growth opportunities.
Conduct ad hoc analyses to support executive decision making and strategic planning initiatives.
Translate analytical findings into clear business recommendations and practical actions.
Support business case development, opportunity sizing, and performance forecasting activities.
Leverage multiple internal and external data sources to provide a holistic view of business performance and client behavior.

Stakeholder Partnership & Delivery Excellence

Collaborate with Wealth business partners, sales leaders, marketing teams, technology teams, and data partners to understand business needs and translate requirements into analytical solutions.
Present findings and recommendations to stakeholders at varying levels of the organization.
Ensure reporting and analytics solutions align with business priorities and governance standards.
Support continuous improvement initiatives through process automation, enhanced reporting, and analytical innovation.

Data Management & Technical Development

Develop, maintain, and automate datasets and analytical processes using SAS, SQL, and Python.
Integrate data from multiple sources to support campaign and lead analytics.
Perform data validation, reconciliation, and quality assurance activities.
Support implementation of new data sources, reporting capabilities, and automation opportunities.
Ensure compliance with data governance, privacy, and operational standards.
Maintain documentation and support sustainable analytical processes.

Qualifications

4+ years of experience in analytics, business intelligence, performance reporting, sales analytics, financial services analytics, or related field.
Experience supporting business growth, sales performance, lead generation, or client analytics initiatives.
Proven ability to translate analytical findings into actionable business recommendations and measurable outcomes.
Experience building dashboards, reports, and visualizations that support executive decision making.
Experience working with Salesforce and lead management processes.
Strong understanding of campaign measurement, client targeting, audience segmentation, and performance optimization.
Familiarity with cloud-based data and analytics environments is an asset.
Strong communication, presentation, storytelling, and business writing capabilities is preferred.
Ability to work independently while managing multiple priorities and competing deadlines.
Strong attention to detail and commitment to data quality.

Technical Skills

Required

Advanced SAS/SQL skills for data extraction, transformation, and analysis.
Strong proficiency in Power BI, including dashboard development and data visualization.
Experience with Python for advanced analytics and data manipulation.
Advanced Microsoft PowerPoint, Excel skills.
Strong understanding of data structures, data quality, and reporting best practices.

Preferred

Experience working with Wealth Management, Banking, or Financial Services data.
Knowledge of Salesforce and sales pipeline reporting.
Experience with cloud-based analytics environments and modern data platforms.

Salary:

$55,500.00 - $120,000.00

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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