Senior Analyst, Performance Analytics

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Toronto; Hybrid; CAD 68,000 - 115,000; Full time

Job summary

Join a forward-thinking company at the forefront of wealth management in Canada! This exciting role involves leading quantitative analysis and strategic problem-solving to support key business initiatives. You'll develop insightful reporting and analytics tools while collaborating with diverse teams. With a commitment to inclusivity and employee well-being, this organization values your unique contributions and fosters a dynamic work environment. If you have a passion for analytics and a desire to make a meaningful impact in the financial sector, this is the perfect opportunity for you to excel and grow your career.

Benefits

Flexible Work Environment

Diverse and Inclusive Workplace

Career Development Opportunities

Employee Well-being Programs

Qualifications

• 2+ years of analytical experience in professional services or corporate strategy.
• Strong analytical and Excel skills for quantitative and financial analyses.

Responsibilities

• Lead quantitative analysis for strategic initiatives and technology investments.
• Develop management reporting and analytics tools for business performance.

Skills

Analytical Skills

Problem-Solving

Excel

Presentation Skills

Data Visualization

Communication Skills

Education

College or University Degree in Business or Finance

Tools

Power BI

Tableau

Job description

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.

In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers. This role reports to the AVP, Performance Analytics.

What you will do

1. Leading quantitative analysis and strategic problem solving to support business casing for opportunities related to strategic initiatives, technology investments and strategic M&A while ensuring a high level of quality in all required analyses and presentations.
2. Developing management reporting, models and analytics tools to support the ongoing management of business performance and deliver insight into the key value drivers of the wealth management business, leveraging data visualization tools like PowerBI.
3. Delivering effectively in a collaborative environment by owning meaningful analyses and deliverables independently and engaging directly with other business stakeholders.
4. Supporting the facilitation of recurring performance dialogues with business unit leaders and with senior LifeCo executives.

What you will bring

1. 2 or more years of analytical, problem-solving work experience preferably in professional services (e.g., management consulting, accounting), corporate strategy, actuarial, valuation/ M&A.
2. A college or university degree (preferably in business, finance or other equivalent).
3. Demonstrated analytical & Excel skills – performing quantitative and financial analyses.
4. Self-starter with high motivational level, intellectual curiosity, and openness to learning and continuous development.
5. Strong verbal and written presentation skills – including PowerPoint.
6. Works well in an open, diverse, and collaborative environment without rigidly defined boundaries of “who does what.”
7. Willingness to challenge current thinking, share new and innovative ideas, engage in productive debate with partners to achieve better outcomes.
8. Experience with data visualization tools like Power BI or Tableau an asset.
9. Understanding of, or experience in, the life insurance, health insurance, wealth and asset management and/ or reinsurance industries is a bonus.

Note: The team operates in a hybrid work environment with a minimum of 2 days in the office per week. Project deadlines may require additional hours. Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Toronto or Mississauga. Travel between the two offices will be required.

The base salary for this position is between $68,700 - $114,500 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e., annual bonus, commission, etc.). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Be your best at Canada Life - Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [e-mail].

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

#LI-Hybrid

Requisition ID: 2865

Category: Corporate Functions

Location: Toronto Ontario, ON, CA, M5G 1R8 Mississauga Ontario, ON, CA, L4W 0E4

Date: Feb 7, 2025