Talent.com
Optimize Financial Group
Data Analyst at Optimize Wealth ManagementOptimize Financial Group • Toronto, Canada
No longer accepting applications
Data Analyst at Optimize Wealth Management

Data Analyst at Optimize Wealth Management

Optimize Financial Group • Toronto, Canada
9 days ago
Job type
  • Full-time
Job description
Join Optimize Wealth Management, a leading firm in Toronto, as a Data Analyst. This full-time, on-site role focuses on enhancing CRM data systems and ensuring accuracy across platforms.

We are looking for a detailed and technically adept Data Analyst to strengthen our back-office team. Your expertise will play a vital role in maintaining and improving our data systems, focusing on CRM infrastructure. You will develop scalable solutions, enhance data workflows, and ensure consistency across various data sources.

Key Responsibilities: • Develop and maintain data systems within the CRM platform • Evaluate and recommend improvements for internal processes • Acquire and integrate data from diverse sources • Create and sustain reporting tools for effective data analysis • Ensure data accuracy and reliability across systems

Requirements: • Minimum 2 years of experience in data management • Strong attention to detail with organizational skills • Familiarity with CRM systems like HubSpot or Salesforce • Proficient in SQL, Python, or advanced Excel • Ability to prioritize and work under pressure

Leverage your data expertise to support Optimize Wealth Management's mission of delivering exceptional service. #J-18808-Ljbffr
Create a job alert for this search

Data Analyst at Optimize Wealth Management • Toronto, Canada

Similar jobs

Data Management Expert at Google Cloud

Google Inc.Toronto, ON, CA
Full-time

Drive data solutions at Google Cloud as a Practice Customer Developer in a hybrid work setting.Use your expertise in cloud architecture to tackle complex challenges for clients.As a key figure in G... Show more

 • Promoted

Data Management Analyst at TD Bank

TD BankToronto, Ontario, Canada
Full-time

Become a vital part of TD Bank’s Data Strategy and Management team as a Business Information Management Analyst in Toronto.Focus on data issue resolution and risk metrics reporting.This full-time r... Show more

 • Promoted

Business Process Analyst at TD Wealth

TDToronto, ON, CA
Full-time

Elevate your career as a Business Process Analyst with TD Wealth in Toronto, Ontario.Focus on project management and communication strategies within Wealth Operations to enhance client experiences.... Show more

 • Promoted

Hybrid Business Analyst in Wealth Management

CognizantToronto, ON, CA
Full-time

Join the team as a Business Analyst focusing on Wealth Management.Foster data governance, manage documentation standards, and lead client engagements while guiding a small analytics team.Bringing 7... Show more

 • Promoted

Advanced Data Analyst at BMO

BMOToronto, ON, CA
Full-time

Advance your career as a Data Analyst at BMO, focusing on Python/SQL, machine learning, and Bayesian statistics.Drive business decisions through data-driven insights.In this role, you will utilize ... Show more

 • Promoted • New!

Wealth Management Senior Analyst Role

ScotiabankToronto, Ontario, Canada
Full-time

Be a key player in Wealth Management as a Senior Analyst.Focus on improving operational processes and client engagement in a collaborative team setting.This role is essential to the National Sales ... Show more

 • Promoted

Business Analyst in Wealth Management AI

Enterprise Solutions Inc.Toronto, ON, CA
Full-time

Elevate your career with a hybrid Business Analyst position in Wealth Management focused on AI and Advanced Analytics in Toronto.Support digital transformation and enhance client experiences throug... Show more

 • Promoted

Senior Wealth Management Analyst – Onboarding & AML

Iris Software Inc.Toronto, ON, CA
Full-time

A leading software consulting firm is seeking a Senior Wealth Management Business Systems Analyst for a hybrid position in Toronto, Ontario.The role involves creating key business documents, managi... Show more

 • Promoted

Clinical Data Management at Everest

Everest Clinical Research Services IncMarkham, York Region, CA
Full-time

Step into a leadership role with Everest Clinical Research as a Manager of Clinical Data Management.Oversee clinical trials and lead data management teams either on-site in Markham or remotely in t... Show more

 • Promoted • New!

Senior Analyst in Wealth Management Support

CI Financial Corp.Toronto, ON, CA
Full-time

Take on an influential role as a Senior Technical Support Analyst.Provide outstanding support and maintain the integrity of wealth management systems while collaborating across teams efficiently.Yo... Show more

 • Promoted

Data Analyst Seniority at FanDuel

FanDuelToronto, ON, CA
Full-time

Shape your career with FanDuel Group as a Senior Data Analyst, where you'll craft innovative insights for the business.Work closely with teams to refine data strategies and enhance visual reporting... Show more

 • Promoted

Analytics Manager at BMO Wealth Services

BMO Financial GroupToronto, ON, CA
Full-time

Drive wealth analytics at BMO in Toronto as a Manager specializing in reporting and compliance.This role focuses on delivering detailed data solutions while engaging stakeholders.The Analytics Mana... Show more

 • Promoted • New!

Senior Analyst for Data Management at CIHI

CGI NjoynToronto
Full-time

Drive data-driven solutions in healthcare as a Senior Analyst with CIHI.Focus on managing and analyzing critical health data for impactful decision-making.In this pivotal role at CIHI, you will ens... Show more

 • Promoted • New!

Wealth Management Specialist at Mercor

MercorToronto, Ontario, Canada
Full-time

Elevate your career as a Wealth Management and Asset Management Specialist with Mercor, working remotely on contract at competitive rates.Focus on AI-generated outputs for portfolio recommendations... Show more

 • Promoted

Analyst, Climate Data Management at Manulife

Société Financière ManuvieToronto
Full-time

Become part of Manulife’s Global Sustainability team as an Analyst in Climate Data Management, focusing on GHG emissions analysis.This hybrid role requires strong analytical abilities and familiari... Show more

 • Promoted

Senior Data Analyst at LifeLabs

LifeLabsToronto
Full-time

Become a Senior Business Data Analyst at LifeLabs in Etobicoke, ON.Lead performance management initiatives through advanced analytics and Power BI reporting for nationwide operations.This pivotal r... Show more

 • Promoted

Business Data Analyst at Tata Consultancy

Tata Consultancy ServicesToronto
Full-time

Enhance your analytics career as a Business Data Analyst with Tata Consultancy Services (TCS) in Canada.Analyze complex datasets and support analytics across Azure and Databricks platforms.This rol... Show more

 • Promoted

Senior Analyst in Health Analytics at Sun Life

Sun LifeToronto
Full-time

Elevate your career as a Senior Data Analyst within Sun Life Health’s dynamic Health Analytics team.This role offers you the chance to apply your analytical skills in a hybrid work setting to drive... Show more

 • Promoted • New!

Data Analyst at Capital One Canada

Capital OneToronto, ON, CA
Full-time

Elevate data analysis strategies with Capital One Canada as a Senior Associate, Data Analyst in Toronto.Leverage your SQL expertise to transform datasets and drive strategic insights.This full-time... Show more

 • Promoted

Lead Data Analytics in Finance at Questrade

Questrade Financial GroupToronto
Full-time

Join Questrade as the Senior Manager, Finance Data Analytics Lead, leading AI-driven data strategies to enhance financial insights.Work in a collaborative hybrid environment focused on innovation.A... Show more