Senior Data Analyst_Customer Intelligence

iA Financial Group; Montreal; On-site; CAD 80,000 - 110,000; Full time

Job summary

A leading company in financial services is seeking a Senior Analyst – Customer Intelligence to enhance customer experience through data analysis and insights. The role involves leveraging customer data for strategic decision-making and optimizing data visualization tools. Ideal candidates will have extensive experience in data analysis, particularly in the financial sector, and possess strong analytical and communication skills.

Qualifications

• Minimum of 5 years of experience in data analysis within the financial and insurance sectors.
• Proactive, curious, rigorous, team-oriented with excellent communication skills.
• Fluency in French and intermediate English for training and communication.

Responsibilities

• Explore customer data to identify strategic opportunities aligned with business objectives.
• Develop and optimize data pipelines to create clear and actionable visualizations using tools like Power BI.
• Design strategic dashboards highlighting key performance indicators.

Skills

Data Analysis

Customer Intelligence

SQL

Python

Power BI

Education

Bachelor's degree in mathematics, statistics, computer science, accounting, administration, or equivalent experience

Tools

Databricks

Job description

Job Description

Data Analysis / Customer Intelligence / Power BI / SQL / Python

iA Financial Group is constantly striving to improve its customer experience, particularly through significant digital initiatives, including creating a unique customer experience leading to a 360° customer view. Our team is responsible for creating the 360° customer analytics view, deploying KPIs, and customer intelligence. We are currently seeking a Senior Analyst – Customer Intelligence to join this team.

Do you have a creative profile and a passion for customer intelligence and data? Do you enjoy uncovering insights? Join us to create impact!

Your mission

As part of an innovative and agile team, you will unlock the potential of customer data by leveraging the 360° view. Using your analytical expertise and strategic vision, you will identify high-value opportunities, utilize segmentation and predictive models, and translate data into actionable insights aligned with business objectives. You will adopt a critical and pragmatic approach to support strategic decision-making.

Main responsibilities

1. Explore customer data to identify strategic opportunities aligned with business objectives.
2. Provide advanced analytics using tools such as segmentation and predictive models to target key segments and growth opportunities.
3. Offer informed and critical recommendations to guide business strategies, considering operational constraints.
4. Develop and optimize data pipelines to create clear and actionable visualizations using tools like Power BI.
5. Collaborate with stakeholders to transform insights into measurable actions.
6. Design strategic dashboards highlighting key performance indicators and emerging opportunities.
7. Identify and prioritize initiatives with a direct impact on business results and customer experience.
8. Support Growth Center teams to maximize data utilization in strategic projects.

Required qualifications

• Bachelor's degree in mathematics, statistics, computer science, accounting, administration, or equivalent experience.
• Minimum of 5 years of experience in data analysis within the financial and insurance sectors.
• Proactive, curious, rigorous, politically astute, team-oriented, with excellent communication skills.
• Ability to analyze, organize, and prioritize in complex environments.
• Proficiency with SQL, Python, Power BI, and Databricks (asset).
• Fluency in French and intermediate English for training, communication, and presentations.

Location

Québec, Québec; other possible locations include Montreal, Quebec, and Toronto, Ontario.

Company

iA Financial Group

Posting End Date

June 20, 2025

Company Overview

iA Financial Group, with over 8,000 employees, has earned the trust of more than four million clients and 25,000 advisors in insurance, savings, and wealth management. Managing over $200 billion in assets and investing heavily in technology, we are a key player in Canada and the U.S. The secret to our success is investing in our people. For over 125 years, supporting our employees and partnering with industry leaders has driven our innovation.

Our Commitment to Diversity and Inclusion

We support and celebrate diversity, striving to provide an inclusive workplace regardless of ethnicity, nationality, language, religion, gender, sexual orientation, age, marital status, family situation, or disability. If you need assistance during the recruitment process, Contact us here. We are happy to help.