- 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

📌 Senior Consultant, Sponsor Insights - Member Education Engagement (Toronto)
🏢 Jobtailor
📍 Toronto