Business Intelligence Relationship Consultant
$62,850–$104,750 year
HybridToronto, Ontario, Canada or Montréal, Quebec, Canada
Job Summary
Support data, CRM, reporting, and operational processes for Canadian Retail Wealth sales teams by maintaining and improving advisor, dealer, branch, and campaign information across key platforms. Clarify stakeholder needs with sales leaders, wholesalers, and marketing partners to turn marketplace insights into practical field action, then coordinate execution and track progress on reporting and territory planning requests. Document assumptions, escalate issues, and balance responsiveness with judgment to ensure business rules and data definitions remain accurate and aligned to sales priorities.
Required Qualifications
- 2-4 years of relevant experience in Canadian retail wealth distribution, sales enablement, business intelligence, sales operations, marketing, CRM, campaign support, or a related investment distribution support role
- Exposure to the Canadian retail wealth marketplace, including advisor, dealer, branch, territory, product, or national account dynamics
- Comfort working with CRM, reporting, or data tools such as Salesforce, SS&C SalesConnect, CRM Analytics, Power BI, Tableau, Excel, or similar platforms
- Bilingualism (English and French)
- Proficiency in both languages (if the successful candidate is in Québec)
Desired Qualifications
- Advanced development experience with CRM, reporting, or data tools
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