Data Analyst

Wellington-Altus Private Wealth Inc.; Toronto; On-site; CAD 100,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Discretionary bonuses

Other location benefits

Job summary

Wellington-Altus Private Wealth Inc. in Toronto is seeking a Data Analyst to support data analysis across capital markets and financial transactions.

The ideal candidate will have hands-on experience with AWS-based data environments, strong SQL expertise, and the ability to translate business requirements into a functional spec. The role emphasizes developing and maintaining queries on Redshift, Athena, and PostgreSQL, collaborating with Data Engineers on ingestion and transformations, and

Qualifications

• Bachelor’s degree or equivalent in a related field or experience
• 5+ years in data analysis with business analysis responsibilities
• Experience with capital markets or financial services
• Strong SQL, data mining, evaluation, and visualization skills
• Experience with Agile and/or Waterfall environments
• Ability to translate business requirements into technical specs
• Knowledge of data modeling and data validation/testing
• Excellent communication and stakeholder management
• Hands-on AWS data ecosystem experience (Redshift, Athena, Glue, Lambda)

Responsibilities

• Analyze and interpret large datasets related to capital markets and transactions
• Develop, optimize, and maintain SQL queries across cloud platforms
• Collaborate with Data Engineers on ingestion, ELT, and transformations
• Monitor and troubleshoot data pipelines via CloudWatch
• Support data validation, reconciliation, and data integrity
• Generate reports, dashboards, and insights for stakeholders
• Document functional requirements, data processes, and usage guidelines

Skills

SQL

AWS

Python

Data analysis

Business analysis

Analytical thinking

Communication

Education

Bachelor’s degree or equivalent

Tools

Power BI

Tableau

AWS Redshift

AWS Athena

PostgreSQL

AWS Glue

Airflow

CloudWatch

Job description

• Investments, Regulatory & Digital Strategy
• Full-Time

Description

Data Analyst

Location: This position will be based in our Toronto office.

Our organization:

Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies**. With more than $55 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients.

*Investment Executive 2026 Brokerage Report Card.

** Report on Business 2026 rankings.

The opportunity:

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 organization. The ideal candidate will have hands‑on experience working with AWS‑based data environments, strong SQL expertise, and the ability to translate business requirements into a functional spec.

Key responsibilities include:

• Analyzing and interpreting large datasets related to capital markets, portfolios, and financial transactions
• Developing, optimizing, and maintaining SQL queries across cloud data platforms (Redshift, Athena, Postgres)
• Collaborating with Data Engineers to support data ingestion, ELT workflows & transformations
• Monitoring and troubleshooting data pipelines by querying CloudWatch logs
• Supporting data validation, reconciliation, and ensuring data accuracy and integrity
• Generating reports, dashboards, and insights for business stakeholders
• Documenting functional requirements, data processes, pipelines, and usage guidelines

The ideal candidate will possess:

• Bachelor’s degree in Business, Economics, Statistics, Data Science, Information Systems, or a related discipline, or equivalent experience
• 5+ years of experience in data analysis, including business analysis responsibilities.
• Demonstrated expertise in data mining, evaluation, analysis, and visualization.
• 2+ years of experience in the financial services industry, with exposure to wealth management and/or capital markets.
• Strong analytical, problem-solving, and business analysis skills with experience in Agile and/or Waterfall environments.
• Proven expertise in requirements management, business process analysis, and data mapping.
• Ability to bridge business and financial domain knowledge with technical and data solutions.
• Knowledge of data modeling, database design, and data validation/testing practices.
• Excellent communication, facilitation, and stakeholder management skills across technical and business audiences.
• Effective collaboration with cross‑functional teams in fast‑paced, cloud‑based environments.
• Experience with segmentation techniques and advanced data design concepts is an asset.
• Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
• Experience with data pipelines and ETL processes in cloud environments.
• Familiarity with Python for data analysis or scripting.
• Experience with BI tools (e.g., Power BI, Tableau).
• Understanding of data modeling and warehouse design.
• Exposure to Agile or data product environments.
• Advanced SQL expertise across:
  • AWS Redshift
  • AWS Athena
  • PostgreSQL
• Hands‑on experience with AWS ecosystem, including:
  • AWS Glue (jobs, configurations)
  • AWS Lambda
  • AWS Secrets Manager / Parameter Store
  • Workflow orchestration (DAGs – e.g., Airflow or similar)
  • CloudWatch (log querying and monitoring)

Range $100,000 - $120,000 annually.

This range represents Wellington-Altus' expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part‑time roles will be pro‑rated based on number of hours regularly worked.

Wellington-Altus' total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.

Conditions of employment:

• Must be legally eligible to work in Canada. A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.