Business Intelligence Specialist – Data, Analytics, Automation and AI

Company Overview

Owens MacFadyen Group (OMG) is a boutique Wealth Management firm serving high-net-worth individuals and families across Canada. Since 1995, our team-based approach to Comprehensive Wealth Management has helped clients achieve better financial outcomes. Today, we are proud to have more than 100 employees across our offices in Halifax, Moncton, Saint John, and Toronto.

Role Summary

OMG is seeking a highly skilled Business Intelligence Specialist – Data, Analytics, Automation and AI to join its IT team. This is a hands-on technical role responsible for the design, implementation, administration, security, support, and continuous improvement of OMG's data, analytics, reporting, integration, automation, and applied AI solutions.

Reporting to the Director of Information Technology, you will work closely with leaders and teams across the business to identify opportunities, translate business needs into workable technical solutions, and deliver those solutions hands-on. This role combines business analysis and solution design with hands-on development and support, and includes managing a structured intake, prioritization, and estimation process, so work is planned and delivered with the business.

The AI focus of this role is practical configuration and deployment of AI capabilities; not AI research or model training.

Success in this role requires a strong blend of technical depth and business acumen, a commitment to collaboration, and a genuine passion for technology. The ideal candidate is curious, enjoys solving complex business problems with technology, sharing knowledge with teammates, and building secure, resilient solutions that support OMG's long-term success.

Key Responsibilities

• Serve as OMG's senior technical expert for business intelligence, data analytics, integration, automation, and applied AI.
• Partner with business leaders and teams to identify, analyze, and document business needs and processes, and translate them into practical, workable solutions.
• Design, build, secure, and support reports, dashboards, and data models.
• Design, implement, and support integrations between business applications and data sources.
• Identify, design, build, and support business process automations.
• Design, build, and configure AI-powered agents and tools, such as Copilot Studio agents.
• Manage a structured intake process for requests, including prioritization aligned with OMG’s business objectives following agile delivery principles.
• Evaluate new analytics, automation, and AI technologies and features; making recommendations on adoption.
• Develop and support technical standards, architecture documentation, operational procedures, and support documentation.
• Monitor solution health, performance, data quality security, and reliability, proactively identifying opportunities for improvement.
• Troubleshoot and resolve complex technical issues, providing expert-level tier 3 support.
• Lead and contribute to data, analytics, automation, and AI projects.
• Provide technical mentorship, guidance, and knowledge transfer to junior IT team members.

Key Attributes

• Collaborative, team-first mindset with a genuine desire to share knowledge, support colleagues, and contribute to team and company success.
• Demonstrated commitment to collaboration and offering technical guidance to less experienced team members and business users
• Strong interpersonal and communication skills, with the ability to build positive working relationships across teams and business functions.
• Commitment to continuous improvement
• Commitment to professional growth and lifelong learning.
• Naturally curious about technology, teammates, and the business, with a desire to understand both the "why" and the "how”.
• Exceptional analytical and problem-solving skills, with the ability to troubleshoot complex technical issues.
• Commitment to operational excellence, security, reliability, and building solutions that support OMG's long-term success.

Qualifications & Experience

• Minimum 5 years of progressive experience, with a deep focus on business intelligence, data analytics, integration and process automation in an enterprise environment.
• Minimum 3 years of hands-on experience designing, building, and configuring AI powered solutions (e.g., Copilot Studio or comparable platforms); reflecting early, hands-on adoption of applied AI.
• University degree in Computer Science, Information Systems, Engineering, or Business considered an asset; an equivalent combination of education, certifications, and experience will be considered.
• Microsoft Certified: Fabric Analytics Engineer (DP-600) and Microsoft Certified: Agentic AI Business Solutions Architect (AB-100) or demonstrated equivalent knowledge and experience, such that these certifications could be obtained quickly.
• Certified Business Analysis Professional (CBAP) and/or Microsoft Certified: Azure Solutions Architect Expert (AZ-305) strongly considered an asset.
• Experience facilitating work intake, prioritization, backlog management, and estimation aligned with Agile principles.
• Demonstrated ability to quickly evaluate, learn, and adopt emerging technologies, platforms, and product capabilities.
• Extensive hands-on experience designing, implementing, administering, security, troubleshooting, and optimizing solutions built on platforms, including (but not limited to):

o Power BI, including data modelling, DAX, Power Query, and report and dashboard design

o Power Platform, including Power Automate, Power Apps, Dataverse, and custom configured connectors

o Integration with Microsoft 365 services and other business applications

• Hands-on experience designing, building, configuring, and deploying Microsoft AI-powered agents and tools, including Copilot Studio agents, Microsoft 365 Copilot, etc.
• Experience with Microsoft Fabric, Azure integration services (e.g., Azure Functions, Data Factory, etc., Purview, and scripting languages such as Python considered an asset.
• Proven ability to assess requirements, recommend solutions, and plan, implement and support those solutions.
• Strong understanding of solution and data architecture, with the ability to design and clearly document data flows and technical standards.
• Strong understanding of data security, ideally within a regulated financial services environment.
• Experience with non-Microsoft analytics, integration, or automation platforms considered an asset.
• Experience in wealth management or financial services considered an asset.

This position has a starting salary of $80,000.00 per year. Final compensation will be determined based on the successful candidate’s experience, qualifications, technical expertise, certifications, geographic location, and overall alignment with the requirements of the role. Compensation may vary to reflect local market conditions and cost of labor within the candidate’s work location.

Compensation at OMG is established on a role-specific basis, considering factors such as scope, complexity, accountability, value provided, experience and required expertise. Final compensation will vary from the expected amount depending on the successful candidate’s profile and the final scope of responsibilities.

Pay: From $80,000.00 per year

Benefits

• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• Paid time off
• RRSP match
• Tuition reimbursement
• Vision care
• Wellness program

Work Location: In person