Business Intelligence Relationship Consultant

Full-time other-general

Reporting to the Director of Business Intelligence, the Consultant will be responsible for supporting the data, CRM, reporting, and operational processes that enable Canadian Retail Wealth sales teams to execute effectively. The role will maintain and improve advisor, dealer, branch, firm, territory, product, activity, and campaign information across key platforms; support territory planning, advisor transitions, coverage realignments, sales desk assignments, campaign targeting, and reporting requests; and help ensure that business rules, data definitions, and reporting outputs are accurate, documented, and aligned to sales leadership priorities. The Consultant will work closely with sales leaders, wholesalers, internal sales, national accounts, marketing, business intelligence, CRM operations, and senior stakeholders to clarify needs, coordinate execution, and turn marketplace insight into practical field action.

**Position Responsibilities:**

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