Expand your career as a Senior Financial Analyst with Wellington-Altus in Toronto, focusing on wealth management data analytics. Drive insights for advisor performance and compensation strategies.

Wellington-Altus is on the lookout for a Senior Financial Analyst to join its Toronto office. This pivotal role involves reporting to the Senior Vice-President and requires a strong grasp of the wealth management landscape. Candidates should excel in data analysis and have proficiency in tools like Microsoft Excel and Power BI.

Key Responsibilities: • Develop and manage analytics sets for advisors • Create monthly reports for various stakeholders • Provide data analysis support for policy and advisor requests • Assist in managing Advisor Compensation policies

Requirements: • Bachelor’s degree or diploma in finance or accounting • 3-5 years' experience in wealth management • CPA designation is a plus • Expertise in Microsoft Office suite • Strong analytical, organiza...