Data Analyst

Greenstone Financial Services Canada; Toronto; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work arrangement

Health benefits

Career development

Job summary

Greenstone Financial Services Canada is seeking a hands-on Data Analyst to support data-driven decision making across Life Insurance operations. You will partner with Sales, Care & Support, and Lead Management to monitor performance, analyze trends, and deliver actionable insights.

The role emphasizes independent data work while expanding strategic analytics capabilities. You will develop dashboards, automate reporting, and apply SQL/Python for data extraction and analysis, while improving

Qualifications

• Bachelor’s degree in data analytics, statistics, or related field.
• 1–3 years of experience in data analytics, BI, or related role.
• Experience in Life Insurance, financial services, or regulated industry preferred.

Responsibilities

• Monitor lead performance, contact rates, conversions, sales performance, and advisor productivity.
• Develop dashboards, scorecards, and recurring performance reporting.
• Analyze lead sources, customer segments, and sales funnel performance to identify trends and opportunities.
• Support sales optimization, lead allocation, capacity planning, and performance analysis.
• Conduct ad-hoc analysis to support Sales and Lead Management.
• Analyze post-sales retention, persistency, and customer experience.
• Monitor Care & Retention metrics including retention and service levels.
• Root-cause analysis to identify drivers and improvement opportunities.
• Develop Power BI dashboards and automated reporting solutions.
• Data validation and reconciliation to ensure reporting accuracy.

Skills

Analytical thinking

Communication

Stakeholder management

Attention to detail

Prioritization

Education

Bachelor’s degree in data analytics or related field

Tools

Power BI

Tableau

Python

Excel

ETL

AI/ML tools

Job description

We are seeking a hands-on and business-focused Data Analyst to support data-driven decision-making across our Life Insurance operations.

The role will support Sales, Care & Support, and Lead Management through performance reporting, data analysis, process automation, and actionable insights. The successful candidate will work closely with business stakeholders to monitor performance, investigate trends, and identify opportunities to improve sales effectiveness, customer retention, and operational efficiency.

This role is suited to an analyst who is comfortable working independently with data while continuing to develop their strategic and commercial analytics capability.

Key Responsibilities

• Monitor lead performance, contact rates, conversion, sales performance, and advisor productivity.
• Develop and maintain dashboards, scorecards, and recurring performance reporting.
• Analyze lead sources, customer segments, and sales funnel performance to identify trends and improvement opportunities.
• Support sales optimization, lead allocation, capacity planning, and performance analysis.
• Conduct ad-hoc analysis to support Sales and Lead Management initiatives.

2. Care & Retention Analytics – 50%

• Analyze post-sales customer and policyholder performance to identify drivers of retention, persistency, and customer experience.
• Monitor and report on key Care & Support metrics, including retention, lapse, service levels, and customer engagement.
• Conduct customer, cohort, and root-cause analysis to identify performance drivers.
• Support the development and measurement of customer retention initiatives.
• Partner with Care & Support teams to identify operational improvement opportunities and measure outcomes.

3. Reporting, Automation & Data Quality – 20%

• Develop and maintain Power BI dashboards and automated reporting solutions.
• Use SQL and Python to extract, transform, validate, and analyze data.
• Identify opportunities to reduce manual reporting and improve reporting efficiency through automation.
• Perform data validation and reconciliation to ensure reporting accuracy.
• Maintain clear KPI definitions, reporting documentation, and analytical methodologies.

4. Business & Knowledge Support – 10%

• Support ad-hoc analytical requests across Sales, Care & Support, and Lead Management.
• Document key business processes, analytical methodologies, and reporting frameworks.
• Support knowledge-sharing and knowledge-transfer activities across teams.
• Provide analytical support for new market initiatives as required.

Qualifications

• Bachelor’s degree in data Analytics, Statistics, Mathematics, Computer Science, Business, Economics, or a related field.
• 1–3 years of experience in Data Analytics, Business Intelligence, or a related analytical role.
• Experience in Life Insurance, Financial Services, Sales Analytics, Customer Analytics, or another regulated industry is preferred.

Technical Skills

• Working knowledge of Python for data analysis and automation.
• Proficiency with Power BI and/or Tableau.
• Advanced Microsoft Excel skills.
• Experience with automated reporting, data validation, and ETL processes.
• Working knowledge of statistical analysis and A/B testing is desirable.
• Familiarity with AI/ML tools and concepts is considered a nice-to-have.

Core Competencies

• Strong analytical and problem-solving skills.
• Ability to translate data into clear and actionable business insights.
• Good communication and stakeholder management skills.
• Strong attention to detail and commitment to data quality.
• Ability to manage multiple priorities and work independently.
• Curious, commercially aware, and comfortable investigating business performance.
• Customer-focused mindset with an interest in developing deeper business and strategic analytics capability.

Why Join Us

• Work directly on analytics supporting sales growth and customer retention.
• Gain exposure to multiple areas of the Life Insurance customer lifecycle.
• Develop technical, commercial, and strategic analytics capability.
• Work closely with business leaders and cross-functional teams.
• Opportunity to contribute to automation, process improvement, and future market initiatives.

That's why you can expect to be rewarded for the hard work you put in through job satisfaction, career development and the fantastic range of benefits we offer:

What's in it for you?

• 4 weeks vacation per year
• 10 paid sick days per year
• Hybrid role – 3 days in office and 2 days work-from-home
• 100% employer paid health benefits from day 1 including $500 Healthcare Spending Account
• Parental leave top-up
• 5% RRSP matching after 3 months of service
• Learning and growth opportunities
• Free weekly lunches, epic social events, and more!