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 prospect, 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

Strong 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