Senior Analyst, Operations Transformation

Questrade Financial Group; Toronto; Hybrid; CAD 80,000 - 90,000; Full time

Benefits offered by this job

Health & wellbeing resources

Paid vacation, personal, and sick days

Competitive compensation and benefits

Hybrid work environment (3+ days in-OS

Career growth opportunities

Community involvement opportunities

Inclusive and collaborative team

Job summary

Questrade Financial Group is seeking a Senior Analyst, Operations Transformation to drive data-driven process improvements across the organization. You will extract and analyze large datasets, build automated dashboards, and surface opportunities for workflow automation and re-engineering to boost efficiency.

You will apply data modeling and low-code automation to deliver measurable value, track post-implementation benefits, and support leadership with rapid ad-hoc insights in a hybrid,

Qualifications

• Bachelor’s degree in Data Science, Statistics, Business, Finance, or a related field (or equivalent practical experience).
• 3+ years of professional experience in data analysis, business analysis, or operations.
• Advanced proficiency in SQL, data modeling, and Excel.
• Hands-on experience configuring and implementing automation solutions using low-code/no-code platforms (e.g., n8n, Zapier, Power Automate) or scripting (Google Apps Script, Python).
• Additional kudos: knowledge of the Canadian financial services industry.
• Experience with AI tools and APIs for data tasks and connecting to API endpoints.

Responsibilities

• Data Diagnostics & Optimization: Extracting, manipulating, and conducting diagnostic analysis on large, complex datasets from enterprise systems to identify opportunities for process improvement.
• Automation Workflow Configuration: Configuring, testing, and maintaining end-to-end automation workflows using low-code/no-code platforms and scripting to integrate disparate systems.
• Advanced Analytics & AI Productivity: Applying data modeling techniques and utilizing AI productivity tools to accelerate data analysis and automate recurring reporting tasks.
• Performance Dashboard Development: Designing, building, and maintaining automated dashboards and visualizations to track KPIs and operational health.
• Benefit Realization Tracking: Quantifying and evaluating pre- and post-implementation impacts and providing data-driven evidence of value.
• Operational Process Monitoring: Supporting health checks by monitoring process compliance against benchmarks and new workflows.
• Operational Insights & Reporting: Analyzing data to identify bottlenecks and presenting actionable recommendations to leadership.
• Rapid-Response Decision Support: Providing agile ad-hoc reporting and analytical support for time-sensitive problem solving.

Skills

Data analysis

SQL

Excel

Data modeling

Automation scripting

Education

Bachelor's degree in Data Science / Statistics / Business / Finance or related field

Tools

n8n

Zapier

Power Automate

Python

Google Apps Script

Job description

Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.

At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.

Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.

What’s in it for you as an employee of QFG?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy.

We’re looking for our next Senior Analyst, Operations Transformation. Could It Be You?

The Senior Analyst plays a critical role across all phases of the operational transformation lifecycle. This role is responsible for extracting and manipulating data from enterprise systems, building automated performance dashboards, and performing diagnostic trend analysis to surface opportunities for process re-engineering and workflow automation. The Senior Analyst supports the broader team by measuring post-implementation success through KPI tracking, benefit realization analysis, and operational process health monitoring. Combining strength in data modeling, low-code/no-code automation workflow configuration, and analytical storytelling, the Senior Analyst transforms raw operational data into actionable solutions that drive measurable efficiency across business units.

Need more details? Keep reading…

• Data Diagnostics & Optimization: Extracting, manipulating, and conducting diagnostic analysis on large, complex datasets from enterprise systems (e.g., BigQuery, SQL) to identify operational patterns, bottlenecks, and high-impact opportunities for process improvement.
• Automation Workflow Configuration: Configuring, testing, and maintaining end-to-end automation workflows utilizing low-code/no-code platforms (e.g., n8n, Power Automate) and scripting (e.g., Google Apps Script, Python) to integrate disparate systems, streamline processes, and eliminate manual tasks within established project boundaries.
• Advanced Analytics & AI Productivity: Applying data modeling techniques and utilizing approved AI productivity utilities and tools (e.g., Google Gemini, OpenAI) to accelerate data analysis, automate recurring reporting tasks, and surface operational insights.
• Performance Dashboard Development: Designing, building, and maintaining automated dashboards and interactive visualizations (e.g., Power BI, Google Looker Studio) to track project and departmental KPIs and monitor overall operational health.
• Benefit Realization Tracking: Quantifying and evaluating pre- and post-implementation financial and operational impacts of transformation initiatives, providing data-driven evidence of value and efficiency gains.
• Operational Process Monitoring: Supporting operational "health checks" by monitoring process compliance and business unit adherence against established benchmarks, new workflows, and re-engineered process standards.
• Operational Insights & Reporting: Analyzing data to identify workflow bottlenecks, translating complex findings into clear "so-what" narrative insights, and presenting actionable recommendations to cross-functional partners and leadership.
• Rapid-Response Decision Support: Providing accurate, agile ad-hoc reporting and analytical support for leadership to facilitate time-sensitive operational problem-solving and decision-making.

So are YOU our next Senior Analyst, Operations Transformation? You are if you…

• Have a Bachelor’s degree in Data Science, Statistics, Business, Finance, or a related field (or equivalent practical experience)
• Have 3+ years of professional experience in data analysis, business analysis, or operations
• Have advanced proficiency in SQL, data modeling, and Excel
• Have Hands-on experience configuring and implementing automation solutions using low-code/no-code platforms (e.g., n8n, Zapier, Power Automate) or scripting (Google Apps Script, Python)

Additional Kudos If You…

• Have strong working knowledge of the Canadian financial services industry
• Have demonstrated experience utilizing AI tools and APIs (e.g., Google Gemini, OpenAI ChatGPT, Anthropic Claude) for data tasks and connecting to API endpoints for data extraction
• Have relevant post-graduate qualification or specialized data analytics certifications

Compensation Information:

• Base salary range: $80,000 - $90,000
• The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.