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Power BI Reporting Analyst – Wealth Management

Power BI Reporting Analyst – Wealth Management

Hybrid

Toronto, Canada

Senior

Freelance

10-11-2025

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Skills

power bi Analytics PowerBI

Job Specifications

Senior Power BI Reporting Analyst – Wealth Management

Location Address: Toronto - Hybrid - onsite 3-4x/week

Contract Duration: 1 year with high Possibility of extension & conversion to FTE

Business group: GWM Transformation Office

Project: The team is responsible for running all financial reporting for the wealth management office. They use data from various different sources to create their report using PowerBI.

Typical Day in Role:

• review data in multiple source systems

• extract data and create PowerBI tools for use by colleagues and executives for insight and analytics

• work closely with other team members to understand data and create insights from it

• work with hiring manager and director to prioritize executive meetings and data requirements

Candidate Requirements/Must Have Skills:

1) 10+ years of experience extracting data from different sources and creating reports and useful insights

2) 3+ years of experience with PowerBI (extracting and summarizing date, ability to design using tool)

3) Strong proficiency in Excel (enhanced skills)

4) 4+ years of experience working within a financial industry

5) BA experience

Best VS. Average Candidate: the ideal candidate will have all of the required experience and will be able to bring examples of the reports they created using PowerBI to the interview.

Candidate Review & Selection

1st round – Director – 30 mins – MS Teams Video

2nd round – HM – 30 mins – MS Teams Video

About the Company

Delpath is an Information Technology Consulting, Delivery & Staffing organization. We commission & deliver small to large size Technology Projects in the Greater Toronto Area across diverse business domains. Delpath offers innovative workforce solutions that connects human talent with the brightest businesses in our communities. We know that people matter, and it is what makes or breaks a great organization. We aim to help our clients create a workplace that embraces diversity in all forms. Our teams are our greatest asse... Know more