Manager, Sales Force Analytics

Socket.dev; Toronto; On-site; CAD 69,000 - 129,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Hybrid role in Toronto for a Financial Planning analytics professional. You will translate business questions into analytics, build repeatable reporting, and provide insights to support performance management across Financial Planner initiatives.

The role partners across FP program office, product, finance, and data teams to deliver dashboards, scorecards, and strategic analyses, enabling data-driven decisions and continuous improvements.

Qualifications

• Post-secondary degree in Mathematics, Statistics, Computer Science, Engineering, Business Analytics, Finance, Economics, or a related field; advanced degree considered an asset.
• 2–3+ years of experience in data manipulation, analytics, business intelligence, performance reporting, sales analytics, finance analytics, or compensation analytics.
• Familiarity with Financial Planning, Investments, sales force performance management, target setting, scorecards, or incentive compensation is a strong asset.
• Strong technical capability in SQL, SAS, Excel, Power BI, SSRS, Python, Tableau, or similar analytics / reporting tools.
• Ability to translate complex data and business rules into clear insights, recommendations, reporting logic, and stakeholder-ready narratives.
• Strong attention to detail, with experience validating data, reconciling outputs, documenting assumptions, and maintaining high-quality reporting processes.
• Excellent verbal and written communication skills, with the ability to present findings to both technical and non-technical audiences.
• Strong collaboration, consulting, problem-solving, and influencing skills; comfortable working independently and managing non-routine analytical requests.
• Demonstrated ability to promote reporting automation, self-serve analytics, and data-driven decision-making.

Responsibilities

• Act as a trusted analytics advisor for Financial Planner business questions, ensuring stakeholders have clear, timely, and data-driven answers.
• Support target setting activities by developing analytical inputs, validating assumptions, assessing distribution fairness, and preparing scenarios for business review.
• Produce Financial Planner performance analytics, including YTD/in-month trends, plan vs. actual performance, product mix, productivity, portfolio, tenure, and regional comparisons.
• Translate business needs into analytical requirements, data definitions, reporting logic, and dashboard specifications.
• Partner with compensation and business teams to support Financial Planner compensation and scorecard design, including measure selection, payout modelling, impact analysis, and issue resolution.
• Design, develop, and maintain recurring reports, dashboards, and decision-support tools using appropriate analytics and visualization tools.
• Identify emerging issues, trends, gaps, and opportunities through analysis; provide clear insights and recommendations to support leadership decision-making.
• Integrate data from multiple sources to streamline reporting, automate manual processes, and improve reporting consistency and efficiency.
• Perform data validation, reconciliation, quality checks, and user acceptance testing to ensure outputs are accurate and fit for purpose.
• Document methodologies, business rules, data sources, operating procedures, and change impacts for key analytics and reporting processes.
• Develop effective working relationships with internal stakeholders and cross-functional partners to deliver on business objectives.
• Support ad-hoc deep dives and executive briefing materials as priorities evolve.

Skills

SQL

SAS

Excel

Power BI

SSRS

Python

Tableau

Education

Post-secondary degree in Mathematics, Statistics, Computer Science, Engineering, Business Analytics, Finance, Economics

Tools

SQL

SAS

Excel

Power BI

SSRS

Python

Tableau

Job description

Application Deadline:

08/29/2026

Address:

33 Dundas Street West

Job Family Group:

Data Analytics & Reporting

This is a hybrid role in Toronto

Role Overview

This roleis responsible forsupporting Financial Planners related business inquiries and analytics, including target setting, Financial Planner performance analysis, compensation and scorecard design, and executive-ready reporting. The role partners with FP program office, product teams, finance, compensation, and data partners to translate business questions into clear analytical requirements, build repeatable reporting solutions, andprovideactionable insights that support performance management and strategic decision-making for the Financial Planning channel.

Key Responsibilities

• Act as a trusted analytics advisor for Financial Planner related business questions, ensuring stakeholders have clear,timely, and data-driven answers.


• Support target setting activities by developing analytical inputs,validatingassumptions, assessing distribution fairness, and preparing scenarios for business review.


• Produce Financial Planner performance analytics, including YTD / in-month trends, plan vs. actual performance, product mix, productivity, portfolio, tenure, and regional comparisons.


• Translate business needs into analytical requirements, data definitions, reporting logic, and dashboard specifications.


• Partner with compensation and business teams to support Financial Planner compensation and scorecard design, including measure selection, payout modelling, impact analysis, and issue resolution.


• Design, develop, andmaintainrecurring reports, dashboards, and decision-support tools usingappropriate analyticsand visualization tools.


• Identifyemerging issues, trends, gaps, and opportunities through analysis; provide clear insights and recommendations to support leadership decision-making.


• Integrate data from multiple sources to streamline reporting, automate manual processes, and improve reporting consistency and efficiency.


• Perform data validation, reconciliation, quality checks, and user acceptance testing to ensure reporting outputs areaccurate, reliable, and fit for purpose.


• Document methodologies, business rules, data sources, operating procedures, and change impactsforkey analytics and reporting processes.


• Develop effective working relationships with internal stakeholders and cross-functional partners todeliver onbusinessobjectives.


• Support ad-hoc deep dives, executive briefing materials, and broader analytics initiatives as business priorities evolve.

Qualifications

• Post-secondary degree in Mathematics, Statistics, Computer Science, Engineering, Business Analytics, Finance, Economics, or a related field of study; advanced degree considered an asset.


• 2–3+ years of experience in data manipulation, analytics, business intelligence, performance reporting, sales analytics, finance analytics, or compensation analytics.


• Familiarity with Financial Planning, Investments, sales force performance management, target setting, scorecards, or incentive compensation is a strong asset.


• Strong technical capability in SQL, SAS, Excel, Power BI, SSRS, Python, Tableau, or similar analytics / reporting tools.


• Ability to translate complex data and business rules into clear insights, recommendations, reporting logic, and stakeholder-ready narratives.


• Strong attention to detail, with experiencevalidatingdata, reconciling outputs, documenting assumptions, and maintaining high-quality reporting processes.


• Excellent verbal and written communication skills, with the ability to present findings to both technical and non-technical audiences.


• Strong collaboration, consulting, problem-solving, and influencing skills; comfortable working independently and managing non-routine analytical requests.


• Demonstrated ability to promote reporting automation, self-serve analytics, and data-driven decision-making.

Preferred Capabilities

• Experience supporting Financial Planner, advisor, branch, or specialized sales force reporting.


• Experience with target allocation, compensation modelling, scorecard design, scenario analysis, and business impact assessment.


• Ability to build executive-ready summaries that clearly explain what changed, why it changed, and what actions or decisions arerequired.

Salary

$69,000.00 - $129,000.00

Pay Type

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.