Hybrid Senior Analyst: AI, Data & Salesforce in Wealth Tech

IG Wealth Management; Toronto, Winnipeg; Hybrid; CAD 66,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation & recognition

Health and dental coverage

Retirement savings programs

Hybrid & flexible work arrangements

Inclusive culture and diversity

Job summary

IGM Financial Inc. through IG Wealth Management seeks a Senior Specialist, Analyst to independently deliver complex analysis enabling Agile execution for clients and advisors.

You will translate complex needs into actionable secure solutions, supporting AI- and data-enabled initiatives while coordinating with delivery teams and stakeholders. The role bridges business, technology, data, and AI to deliver secure solutions that improve advisor productivity and client engagement, with opportunity to

Qualifications

• Post-secondary degree or equivalent experience.
• 3–6 years of progressive analyst experience in Agile environments.
• Strong analytical judgement and stakeholder engagement skills.
• Ability to facilitate requirements discussions, identify dependencies, and drive clarity across stakeholders and delivery teams.
• Experience producing high-quality analysis artifacts such as user stories, process flows, data mappings, or acceptance criteria.
• Experience working with Salesforce platforms, including the ability to analyze data using SOQL and perform data analysis using SQL.

Responsibilities

• Lead analysis activities for moderately complex products, platforms, or cross-pod workstreams, ensuring traceability from business outcomes to system functionality and data flows.
• Translate business needs into high-quality user stories, data mappings, and solution designs.
• Analyze systems, datasets, or delivery performance to generate insights and recommendations enabling timely decisions while balancing business value, risk, and delivery feasibility.
• Support AI-enabled solutions through feature definition, model input/output analysis, data quality considerations and operational integration.
• Collaborate closely with Product Owners, Engineering, quality assurance teams and stakeholders.
• Define and support measurement of solution outcomes, including quality, adoption, operational impact, and risk reduction.
• Apply and refine delivery standards by producing high‑quality analysis artifacts, identifying gaps or inefficiencies in existing practices, and recommending practical improvements to analysis and delivery approaches.
• Actively participate in the Product & Delivery Chapter to share practices, contribute to standards, and support continuous improvement across pods.
• Where applicable, lead triage and analysis of application/data issues that may affect reliability. May be required to coordinate investigation, escalation, and communications across teams.
• Where applicable, maintain runbooks and troubleshooting notes to support consistent resolution and handoffs.
• When required, work within incident/problem processes and drive assigned issues to closure.

Skills

Agile analytics

Salesforce SOQL

SQL

Data mapping

Stakeholder engagement

User stories

Requirements facilitation

Education

Post-secondary degree

Tools

Salesforce

SQL

Job description

IGM Financial Inc. through IG Wealth Management seeks a Senior Specialist, Analyst to independently deliver complex analysis enabling Agile execution for clients and advisors.

You will translate complex needs into actionable secure solutions, supporting AI- and data-enabled initiatives while coordinating with delivery teams and stakeholders. The role bridges business, technology, data, and AI to deliver secure solutions that improve advisor productivity and client engagement, with opportunity to