About The Role You will be part of a group dedicated to supporting external clients with consumer insights and industry benchmarks on North American wealth management. You will manage the operation, analysis, delivery, and strategy of one of our proprietary products - our Wealth Management performance diagnostic in US and Canada. In this role, you'll work with external clients to confirm participation, collect data, assess performance, and present to client executive leadership (head of wealth strategy, CFO, CEO, etc.) with insights into their competitive positioning. You will work with a team of analysts to manage complex data sets, conduct primary research, produce benchmarks, craft presentations, build industry knowledge, and develop wealth management expertise that help solve client challenges with real impact. You will lead the product’s strategy – understanding how it’s positioned in the market, how we can maximize its value for our clients and for our firm, and where to innovate it. You will leverage strong analytical, project management, storyboarding, business and communication skills to be successful. Our team is headquartered in downtown Toronto. We operate within a collaborative team environment where you'll work closely with intelligent, engaging colleagues who are committed to delivering exceptional performance. In this role,



you will report directly to the director and supervise the work of 1-2 analysts.
Requirements 5-7 years of data analysis experience in using complex datasets, online research, and/or performance benchmarks to drive and deliver insightful output
The ability to communicate complex ideas effectively – both verbally and in writing
The ability to work independently, manage multiple projects simultaneously, and meet deadlines within a high energy, fast-paced and evolving workplace
Expertise in using Excel and PowerPoint, with knowledge of visualization software (e.g. Tableau, PowerBI) or analytical tools (e.g. VBA, SQL) a plus
Experience in banking and financial services, with strong preference to wealth management and strategic consulting expertise
An applicable University Degree
What We Can Offer A competitive base salary and variable annual bonus.
A flexible hybrid working policy. Most people come into the office 2-3 days/week.
A healthy work-life balance.
25 days annual leave, plus 4 wellness days and public holidays
Comprehensive benefits program
Generous employer RRSP contribution
An annual personal development allowance
An office walking distance to Union Station

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📌 Research Manager (Ontario)
🏢 HRB
📍 Ontario