Analyze sponsor-level and member-level data from multiple sources to identify trends, risks, and opportunities
Synthesize insights from analytics, surveys, attendance, engagement, plan health, and retirement readiness metrics
Translate data into recommendations supporting leadership decision-making and business strategy
Partner with Business Development to create data-backed narratives, business cases, and insight-led storytelling
Build staffing, demand, and capacity models for resource planning and strategic prioritization
Assess education session attendance, engagement, and member outcomes to improve channel strategy and session planning
Support Senior Education Consultant scheduling and improve scheduling processes and operational efficiency
Prioritize education deployment based on educator capacity, sponsor opportunity, revenue potential, plan health, and retirement readiness
Develop reporting, dashboards, presentations, and decision-support materials for leadership and stakeholders
Requirements 10 years of experience in business insights, analytics, planning, strategy, and/or consulting
Experience in financial services, retirement, benefits, or a related business environment
University degree in Business, Analytics, Finance, Economics, Statistics, or a related field
Strong analytical and problem-solving skills
Strong business acumen and strategic thinking capability
Excellent written, verbal, and presentation skills
Ability to work collaboratively across functions and influence stakeholders
Robust organizational skills and ability to manage multiple priorities
High degree of accuracy,



attention to detail, and comfort working with ambiguity
Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, complex formulas, and data manipulation
Experience working with raw data and transforming it into analysis and recommendations
Proficiency in PowerPoint for executive-ready materials
Bilingualism in French and English, oral and written, required for Quebec positions
Knowledge of GRS business, systems, and processes preferred
Experience with data visualization tools preferred
Knowledge of SQL or related tools an asset
Experience with forecasting, capacity planning, and scheduling analysis an asset
Core Competencies Demonstrates expertise in data analysis, strategic planning, and business insights within the financial services and retirement sectors. Proficient in translating complex data into actionable recommendations and effective storytelling for leadership decision-making.
Highest-signal resume keywords Data Analysis
Business Insights
Strategic Planning
Microsoft Excel Proficiency
Bilingualism in French and English
ATS Optimization Keywords Hard Skills Data Synthesis
Forecasting
Capacity Planning
Scheduling Analysis
Statistical Analysis
Data Visualization
SQL
Complex Formulas
PivotTables
XLOOKUP/VLOOKUP
Soft Skills Analytical Skills
Problem-Solving
Business Acumen
Collaboration
Organizational Skills
Industry Keywords Financial Services
Retirement
Benefits
Business Development
Education Strategy
Tools & Technologies Microsoft PowerPoint
Data Visualization Tools

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📌 Senior Consultant, Sponsor Insights – Member Education Engagement (Ontario)
🏢 Jobtailor
📍 Ontario