Data Analyst

About the Role We are seeking a proactive Data Analyst who will lead the development of business intelligence capabilities across the organization with a primary focus on Power BI dashboards, data modeling, and actionable insights. Reporting to the Vice‑President, Business Technology, this role is accountable for delivering high‑quality, timely, and business‑relevant reporting, and will be instrumental in shaping and enhancing the organization’s data and analytics capabilities. Key Responsibilities Data Analysis, Business Insights & Sales Reporting Collaborating with internal departments including Sales, Marketing, Finance, Operations, and Compliance to translate business insight requirements into technical solutions.

Designing, developing, and maintaining Power BI dashboards and data models for executive, operational and sales reporting, and analyzing data from different systems to identify trends, patterns, and opportunities for improvement. Partnering with teams regarding reporting procedures and/or discrepancies to establish controls and ensure data accuracy, integrity, and consistency across systems and reports. Automating recurring reporting processes to improve efficiency and reduce manual effort.

Managing enterprise‑wide sales reporting in the system. Data Management & Optimization Maintaining and managing data management strategies to ensure data accuracy and integrity. Supporting data governance and quality initiatives across the organization.

Project Management Collaborating with development partners and internal departments to implement solutions and ensure timely completion of projects. Communicating progress and status updates to internal departments and management. Qualifications Bachelor’s degree or College Diploma in Accounting, Computer Science, Finance, Business or Economics or relevant experience.

At least 3 years of experience in a Data Analyst and/or Business Analyst role within the financial services industry. Excellent Power BI and Excel skills with the ability to learn business technology applications. Strong knowledge of wealth management and related processes.

Working knowledge of Salesforce data and reporting capabilities. Strong analytical, written and documentation skills. Strong communication skills, strong team player, self‑starter and ability to provide training to staff.

Benefits Annual salary (hiring range): $70,000 - $90,000 (subject to the candidate’s relevant experience, qualifications and skills), plus annual Short‑Term Incentive Plan (STIP) bonus. Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short‑Term and Long‑Term Disability Benefits and Employee Assistance Programs. Premiums are paid by the company, with the exception of LTD premium.

Defined benefit pension plan, with the company’s contribution ranging from 6% to 8% to provide employees with a predictable lifetime retirement income, survivor benefits, early retirement options. Hybrid work environment for those who live within 50 km of our Head Office. Remote arrangements can be made for those living farther away, with some exceptions. 3 weeks of paid vacation and other leave entitlements. 2 paid Employee Choice days to give employees the flexibility to observe and celebrate days that are meaningful to their cultural, religious, or personal values.

Learning and development support to aid professional growth. Experienced leaders to coach and empower employees and supportive colleagues to help when needed. Employee‑led committees to boost engagement, initiative and idea sharing.

A Community Care program to make a difference in the lives of people in need. Team building activities and optional social events. EEO Statement We are committed to fostering an inclusive workforce that reflects the diversity of our clients and communities.

We actively seek and welcome applications from all qualified candidates who are inspired to deliver top‑notch customer service and contribute to our company's success. We strive to ensure that all recruiting and selection processes are non‑discriminatory and barrier‑free. If you are selected for an interview and require accommodation, please notify us at careers@educatorsfinancialgroup.ca to ensure appropriate arrangements are made. #J-18808-Ljbffr