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Data Analyst - Wealth Management

Posted on Nov. 4, 2025

  • Temporary

Data Analyst - Wealth Management

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Description

Job Title: Data Analyst IV
Location Address: Hybrid – onsite 3 days per week, 2 days remote. 250 Bloor
Contract Duration: 6 months from star date
Start date: asap
Possibility of extension & conversion to FTE: yes, good possibility based on performance
Number of Positions: 1
Schedule Hours: 9am-5pm Monday-Friday; standard 37.5 hrs/week

The opportunity
We are on a journey to become a customer centered digital leader. We are looking for lead and motivated person who can deliver on our strategic priorities, passionate about customers, and are excited to see the successful implementation of the projects/products they deliver

Responsibilities / Individual Accountabilities:

  • Leads sessions with the business to gather requirements and get sign-off.
  • Produces and maintains Business Requirement Document (BRD), source to target mappings (STM) and other DA related documentation.
  • Ensures that project team delivers a data asset that meets business requirements.
  • Liaises with various teams and stakeholders to get alignment.
  • Data analysis, data profiling and metadata collection
  • Leads UAT activities with business and obtains sign-off

How will you create impact?

Reporting to the Lead Data Analyst within the GWAM Data Office/ Engineering team, the Senior Data Analyst is responsible for working with the Data Management and Delivery team, as well as other project teams, to ensure the data components of solutions provide the appropriate value to the business users, and are aligned with the organization’s data strategy.

What motivates you?

  • You obsess about customers, listen, engage and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What can we offer you?

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.

Our commitment to you

  • Values-first culture

We lead with our Values every day and bring them to life together.

  • Boundless opportunity

We create opportunities to learn and grow at every stage of your career.

  • Continuous innovation

We invite you to help redefine the future of financial services.

  • Delivering the promise of Diversity, Equity and Inclusion

We foster an inclusive workplace where everyone thrives.

  • Championing Corporate Citizenship

Must have Requirements:
1. 5 – 10years experience as a Data Analyst preferably in the Wealth Management (.i.e.Retail, Retirement, Institutional or General Accounts) domain
3. Experience with data-centric projects delivering the following (preferably within a capital markets or investment banking domain): Master data management, Data integration, Data warehousing and reporting. Big Data environment for analytics
4. Hands-on writing complex SQL queries to analyze data and provide results to business users or project team members.
5. Hands-on delivering data documentation artifacts in organizations of similar size and complexity within project deadlines.
6. Able to communicate clearly, both verbally and in written form at various levels within the project teams
7. Experience in major trading platforms, book of record systems, performance management platforms, such as Bloomberg Polar Lake, SimCorp Dimension, Findur, Apex, Eagle, Charles River, Sylvan, Calypso.
8. Intermediate to senior hands-on business analyst experience in building data infrastructure or developing data in a data lake or data warehouse.
9. Hands-on knowledge of data modeling, data loading, data profiling, and data validation using SQL scripts.
10. Deep knowledge of integrating new data sources into a data lake or data warehouse

Nice to have:
1. 2 - 3 years of GenAI working experience, Azure cloud.

Interviews: 1 round of interviews – Virtual

Best candidate vs. average candidate: To stand out in this role, it’s crucial to have strong experience in databases or data warehouses and a solid understanding of finance or capital markets. Proficiency in Azure and Generative AI are valuable additions that can significantly enhance your profile.
The ideal candidate should be outgoing and collaborative, capable of negotiating with business stakeholders, and comfortable engaging in conversations with various teams.

Requisition Start Date

2025-12-08

Requisition End Date

2026-06-07

Site

CAN, Ontario - Full Time Remote

Job Type: Fixed term contract
Contract length: 6 months

Pay: $80.00-$86.00 per hour

Expected hours: 37.5 per week

Work Location: Hybrid remote in Toronto, ON M4W 1E6


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