Investment Advisor

royal bank canada

Prince George

Ibrido

CAD 52.000 - 59.000

Tempo pieno

47 ore fa
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Descrizione del lavoro

Canadian Cancer Society is hiring an Analyst Insights and Pipeline Management to support fundraising analytics and portfolio management. You will design reports, analyze prospect data, and ensure data integrity across Salesforce and related systems.

In this role, you will partner with Corporate Partnerships, translate complex datasets into actionable insights, and help drive data‑driven decision making for fundraising strategies. Strong communication and bilingual abilities are required.

Competenze

  • Demonstrated experience retrieving, interpreting, and synthesizing complex datasets to support evidence‑based decision‑making.
  • Hands‑on experience creating and modifying reports, managing data updates, and supporting process changes.
  • Experience translating business needs into actionable insights for fundraising or CRM environments.
  • Ability to interpret complex data, identify trends, and recommend clear, actionable solutions.
  • Bilingualism (French/English) is required due to nationwide operations.

Mansioni

  • Support delivery of fundraising analytics and pipeline management for Corporate Partnerships.
  • Design and maintain data reporting; optimize fundraiser portfolios and data integrity.
  • Lead Salesforce reporting, updates, and campaign support for the Corporate Giving team.
  • Manage Gifts of Securities processes and ensure policy compliance and accuracy.
  • Lead quarterly pipeline reviews and provide data-driven recommendations to fundraisers.

Conoscenze

Data analysis
Data interpretation
Communication skills
Team collaboration
Bilingual: French/English

Strumenti

Salesforce
Analytics/visualization tools
Reports

Descrizione del lavoro

Analyst Insights and Pipeline Management.This posting is for (1) new role.

Full-time +2

This unique position requires an experienced front line clinical care individual with clinical knowledge for the configuration, testing, and implementation of clinical applications to support the s

Full-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start

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Job Title: Analyst Insights and Pipeline Management

Vacancies: This posting is for (1) new role.

Location: Vancouver, BC | Victoria, BC | Ottawa, ON | Calgary, AB | Halifax, NS | St John's, NL | Kelowna, BC| Prince George, BC | Montreal, QC | Quebec, QC (Detailed office location information can be found by visiting this link: https://cancer.ca/en/contact-us)

Work Model: Hybrid Work Model

Salary Band: 3 ($52,000 - $59,000 CAD)

HELP SHAPE THE FUTURE OF CANCER CARE IN CANADA

The Canadian Cancer Society works tirelessly to save lives, improve lives and drive collective action against cancer. Together with patients, volunteers, donors and communities across the country, we raise funds to invest in transformative cancer research, we provide a caring support system for everyone affected by cancer and we advocate to governments to create a healthier future for all. It takes a society to take on cancer – and the Canadian Cancer Society is leading the way

MAKING AN IMPACT

Under the direction of the Director, Insights and Pipeline Management, the Analyst supports the delivery of fundraising analytics, and pipeline management services for the Corporate Partnerships team. This role supports organizational fundraising by designing and maintaining data reporting, optimizing fundraiser portfolios, and ensuring the integrity and strategic use of prospect data.

WHAT YOU’LL BE DOING
  • Data Analysis
  • Use Salesforce and analytics/visualization tools to generate insights that support strategic, data‑informed fundraising selection.
  • Retrieve, analyze, and interpret data to support performance management of prospect pools, pipelines, portfolios, forecasting, and fundraiser activity.
  • Act as the Corporate team’s lead representative in DAS project discussions.
  • Serve as the Salesforce subject‑matter expert for the Corporate Giving team, including managing updates, creating and editing reports, supporting process changes, and building campaigns.
  • Manage the time‑sensitive Gifts of Securities (GOS) process in accordance with CCS Gift Acceptance Policy, ensuring accuracy and compliance.
  • Prospect Development and Reporting
  • Implement prospect development strategies and data integrity initiatives; design and produce regular and ad‑hoc audit reports to ensure accuracy of ratings, stages, assignments, proposals, and prospect groups.
  • The Analyst keeps up to date on market trends and best practices to ensure continual service improvements.
  • Create efficiencies by streamlining tools, processes, and reports based on feedback from colleagues and observance of data input results. Identify opportunities to leverage technology to facilitate information delivery and work alongside the DAS team to enact updates.
  • Maintain and update the Business Procedures and Policies document to reinforce consistency in data and analytics practices that can also serve as a reference guide for fundraisers and securing required approvals.
  • Provide recommendations to fundraising staff on how to interpret, comprehend, and leverage data visualization and predictive data model scores for the benefit of prospect discovery and pipeline management.
  • Enable quarterly pipeline review meetings with fundraisers to review portfolios to ensure fundraising activities are on track and moving through the solicitation cycle. Initiate and drive regular meetings with fundraisers to review pipelines to ensure data cleanliness prior to quarterly reviews.
  • Monitor portfolio composition and performance; provide recommendations on portfolio size, stage distribution, moves management, fundraising plans, and prospect stagnation or sunsetting.
  • Design and contribute toward training sessions on new reports and tools to fundraisers to ensure that KPIs and financial goals are achieved and data competency is maintained. Utilize strong data analysis and data presentation skills to present information clearly to staff at different levels of the department.
  • Drive corporate record clean‑up initiatives to strengthen authority-driven linkages and eliminate duplicate records across industry sectors.
  • Conduct lead‑generation and prospecting activities to refresh the corporate donor pool and identify new or existing prospects within the database.
  • Other duties as assigned
  • Contribute to our culture of diversity, inclusion, belonging and equity (DIBE) by ensuring that all staff feel represented, valued, and heard across all aspects of their identity, including gender, age, religion, ethnicity, nationality, race, and sexuality.
QUALIFICATIONS
  • Demonstrated experience retrieving, interpreting, and synthesizing complex datasets using Salesforce and analytics/visualization tools to support evidence‑based decision‑making.
  • Hands‑on experience creating and modifying reports, managing data updates, supporting process changes, and serving as a subject matter expert for business users.
  • Experience working with technical teams (e.g., data/analytics) and frontline fundraisers to translate business needs into actionable insights, tools, and process improvements.
  • Experience implementing data‑integrity initiatives, conducting portfolio/pipeline reviews, and supporting prospect management strategies in a fundraising or CRM‑driven environment.
  • Ability to interpret complex data, identify trends, diagnose issues in pipelines or portfolios, and recommend clear, actionable solutions.
  • Strong written and verbal communication skills, with the ability to present data clearly to both technical and non‑technical audiences and guide fundraisers in applying insights.
  • Commitment to accuracy, consistency, and governance in data entry, reporting, and documentation.
  • Ability to work effectively with fundraisers, leadership, and technical teams, fostering trust and shared ownership of data‑driven practices.
  • Bilingualism (French/English) is required due to the organization’s nationwide operations and the need for effective communication across various regions.
  • Others may apply
WHAT YOU CAN EXPECT FROM US

CCS provides impactful opportunities to transform the lives of Canadians affected by cancer. We are devoted to creating an inclusive workplace that celebrates diverse experiences and skills, encouraging all qualified candidates to join us. Our inspiring culture is rooted in our core values and commitment to meaningful change:

COURAGEOUS UNITED CARING RIGOROUS

We offer a competitive salary, excellent benefits, including paid parental leave, family sick time, and health insurance—and a fulfilling work environment where your efforts make a meaningful impact daily.

COME AS YOU ARE

At CCS, we celebrate individuality and the strength of diversity. We are committed to fostering an inclusive and equitable workplace that empowers everyone. We encourage applications from all qualified candidates, including those from equity‑deserving groups such as BIPOC, 2SLGBTQI+ communities, individuals with disabilities, veterans, and others who contribute to the richness of our organization. Together, we unite Canadians to shape the future of cancer care.

OTHER INFORMATION

CCS is dedicated to employment equity and encourages applications from all qualified candidates. In accordance with the local provincial Accessibility Act, accommodation will be provided as requested throughout the recruitment process. We want to make the interview process a great experience for you!

Please note that in keeping with the mandate of CCS to model and promote healthy lifestyles, employees are not permitted to smoke in or about CCS premises or while carrying out CCS business.

Privacy Disclosure

We collect your personal information through forms, by phone or in person to evaluate your candidacy for the role(s) you have applied for, to contact you regarding your candidacy, and to generate anonymized recruitment-related reports. If selected for a position at CCS the information provided will be used for the purposes of pre‑employment checks and added to your employee file. We may share your personal information with third parties, including recruitment consultants, within or outside your province or territory or outside Canada to carry out the purposes identified above, or as required by law. We may contact you by mail, email, phone or text. You can exercise your right to access your information or have it corrected, unsubscribe from communications or withdraw your consent by selecting these options within the ADP system, or by contacting privacy@cancer.ca. For more information about our privacy practices, visit cancer.ca/privacy.

AI Disclosure

We are committed to transparency and, the responsible use of technology in our hiring process. Artificial intelligence (AI) tools may be used to assist with certain administrative or screening tasks; however, all hiring decisions are made by people. We review and approve AI‑assisted outputs to ensure fairness, accuracy, and alignment with our values. For more information about our privacy practices, visit cancer.ca/privacy.

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