Analyze sponsor-level and member-level data from multiple sources to identify trends, risks, and opportunitiesSynthesize insights from analytics, surveys, attendance, engagement, plan health, and retirement readiness metricsTranslate data into recommendations supporting leadership decision-making and business strategyPartner with Business Development to create data-backed narratives, business cases, and insight-led storytellingBuild staffing, demand, and capacity models for resource planning and strategic prioritizationAssess education session attendance, engagement, and member outcomes to improve channel strategy and session planningSupport Senior Education Consultant scheduling and improve scheduling processes and operational efficiencyPrioritize education deployment based on educator capacity, sponsor opportunity, revenue potential, plan health, and retirement readinessDevelop reporting, dashboards, presentations, and decision-support materials for leadership and stakeholdersRequirements
10 years of experience in business insights, analytics, planning, strategy, and/or consultingExperience in financial services, retirement, perks, or a related business environmentUniversity degree in Business, Analytics, Finance, Economics, Statistics, or a related fieldStrong analytical and problem-solving skillsStrong business acumen and strategic thinking capabilityExcellent written, verbal, and presentation skillsAbility to work collaboratively across functions and influence stakeholdersStrong organizational skills and ability to manage multiple prioritiesHigh degree of accuracy,



attention to detail, and comfort working with ambiguityAdvanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, complex formulas, and data manipulationExperience working with raw data and transforming it into analysis and recommendationsProficiency in PowerPoint for executive-ready materialsBilingualism in French and English, oral and written, required for Quebec positionsKnowledge of GRS business, systems, and processes preferredExperience with data visualization tools preferredKnowledge of SQL or related tools an assetExperience with forecasting, capacity planning, and scheduling analysis an assetCore 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 AnalysisBusiness InsightsStrategic PlanningMicrosoft Excel ProficiencyBilingualism in French and EnglishATS Optimization Keywords
Hard Skills
Data SynthesisForecastingCapacity PlanningScheduling AnalysisStatistical AnalysisData VisualizationSQLComplex FormulasPivotTablesXLOOKUP/VLOOKUPSoft Skills
Analytical SkillsProblem-SolvingBusiness AcumenCollaborationOrganizational SkillsIndustry Keywords
Financial ServicesRetirementBenefitsBusiness DevelopmentEducation StrategyTools & Technologies
Microsoft PowerPointData Visualization Tools
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📌 Senior Consultant, Sponsor Insights – Member Education Engagement (Winnipeg)
🏢 Jobtailor
📍 Winnipeg