The Work !

• Business analysis and problem solving
• Use quantitative methods (e.g., Excel models) to develop insights that support decision making
• Use SQL and other internal systems to source necessary data and Tableau or Power BI for data visualization
• Perform research and fact finding to support recommendations related to enhancing salesforce effectiveness
• Become internal expert on new opportunities and support the development of business cases
• Conduct analysis to fully understand financial implications, risk, operations etc.
• Responsible to draft high-level business requirement documents and discussion materials for senior management
• Coordinate between PMO, business units, and IT, often independently
• Brainstorming, structuring and problem-solving process for a range of strategic and tactical business topics (e.g. operational efficiency, etc.)
• Establish/document repeatable processes/methodology that enable quicker turnaround on analysis
• Create and deliver presentations to communicate findings from analysis
• Own recurring reporting and analysis, such as KPIs
• Support for junior team members

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  Strategy development and execution
• Support in developing the Sales & Distribution strategy, including quantitative analysis to support forecasts
• Own development of materials required for key strategy meetings
• Present key insights and recommendations based on research and data analysis
• Support development of a research repository for competitor and industry trends in Canada

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  Sales CRM Support
• Oversee CRM platform operations, ensuring data accuracy and integrity
• Analyze CRM data to identify sales trends and opportunities for improvement while collaborating with sales leadership to implement process improvements
• Lead CRM-related enhancements which may include integration into core systems
Generate and distribute regular reports and dashboards to stakeholders

• Sales operational support
• Provide day-to-day support for the SFR, REM, & Deposits services team, addressing and resolving operational issues
• Develop and maintain standard operating procedures, best practices, a process improvements
• Support sales team initiatives and special projects, ensuring timely and successful execution

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  Cross-functional collaboration with various teams to deliver analytical insights
• Collaborate with teams across the Bank to deliver quality analysis, interpretation of findings and clear articulation of results and insights to internal business partners
• Support Sales teams in their delivery and analytical review of various strategic engagement tactics and broker communication
• Prepare presentation materials as required and support in the presentation of opportunities to Senior Management
• Co-ordinate and collaborate with internal teams to perform diligence activities in a timely manner, lead certain work streams of any diligence process
• Develop and collaborate with sales teams to create manuals, processes, guidelines, etc.

Let's Talk About You !

• Bachelor’s degree in business administration, Engineering, Math or related field
• 3-4 years of work experience, ideally in Analytics, Management Consulting, Investment Banking or Corporate Development and Strategy (Financial Services preferred)
• Strong business acumen and passion for understanding and solving problems for consumers of financial services using rigorous data-driven methods and advanced analytical approaches
• Excellent analytical, modeling and problem-solving skills
• Excellent oral and written communication skills
• Proficient in using MS Office (Excel, Access, Power Point)
• Strong technical skills
• Familiar with agile methodology
• Experience with databases (e.g. SQL) and data visualization tools (e.g. Tableau, Power BI). Knowledge of VBA and statistics (regression analysis, Monte Carlo simulations, etc.) would be an asset
• Strong attention to detail