Data Analyst

Wellington-Altus; Toronto; On-site; CAD 100,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Discretionary bonuses

Job summary

Wellington-Altus invites a detail-oriented Data Analyst to join our Toronto team. The role focuses on analyzing capital markets data, building robust SQL queries across AWS-based environments, and collaborating with Data Engineers on ingestion and ELT workflows.

You will validate data, create dashboards, and translate business requirements into technical specs. Ideal candidates bring 5+ years of data analysis in finance, strong SQL and visualization skills (Power BI/Tableau), and hands-on AWS

Qualifications

• Bachelor’s degree or equivalent experience in a quantitative field.
• 5+ years of data analysis experience in finance/capital markets.
• Strong SQL, data mining, and visualization skills.
• Experience with cloud data platforms (Redshift, Athena, Postgres).
• Proficient with data mapping, requirements management, and ETL processes.

Responsibilities

• Analyze and interpret large datasets related to capital markets and transactions.
• Develop, optimize, and maintain SQL queries on cloud data platforms (Redshift, Athena, Postgres).
• Collaborate with Data Engineers to support data ingestion and ELT workflows.
• Monitor data pipelines and query CloudWatch logs for troubleshooting.
• Support data validation, reconciliation, and data integrity.
• Generate reports, dashboards, and insights for stakeholders.
• Document data processes, pipelines, and usage guidelines.

Skills

SQL

Python

AWS Redshift

AWS Athena

PostgreSQL

ETL

Power BI

Tableau

Data Modeling

CloudWatch

Airflow

Stakeholder Mgmt

Agile

Capital Markets

Wealth Management

Data Visualization

Education

Bachelor’s degree in Business, Economics, Statistics, Data Science, Information Systems, or related

Tools

AWS Glue

AWS Lambda

AWS Secrets Manager

Parameter Store

Job description

Location

This position will be based in Toronto, ON.

Our organization

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc—the top-rated** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

Report on Business 2025 rankings. Investment Executive 2026 Brokerage Report Card.

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)

Compensation & Benefits

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.

• Health insurance, accident and life insurance, and other unique benefits per location.
• Discretionary bonuses and other perks and rewards.

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.