Data Insights Specialist

6 days ago

Toronto, Ontario, Canada CI Financial Full time

CI Financial is a global wealth management and asset management advisory services company, consistently anticipating and responding to the changing needs of investors since 1965.

We are seeking a Data Analyst to support the Sales team by delivering insights that optimize sales performance and advisor engagement in a B2B environment. This role involves gathering, analyzing, and reporting data to inform strategic decisions that drive advisor effectiveness and strengthen relationships with end clients.

Key Responsibilities
  • Data Collection and Analysis: Gather, organize, and analyze sales data related to advisor performance, client acquisition, and product adoption to identify trends and opportunities for growth.
  • Performance Reporting: Develop and maintain regular sales reports and dashboards for sales leadership, focusing on advisor activity, pipeline health, and performance against key metrics.
  • Insights for Advisor Engagement: Provide data-driven insights on advisor engagement levels, helping to identify high-potential advisors and optimize sales support strategies.
  • Data Quality and Integrity: Work with the data engineering team to ensure data accuracy and integrity, performing regular data checks and troubleshooting discrepancies.
  • Ad Hoc Analysis: Perform ad hoc analyses as requested by the sales team or leadership to address specific questions, test hypotheses, and support strategic initiatives.

About You

  • Education: Bachelor's degree in Mathematics, Business, Finance, Economics, Statistics, Data Science, or a related area.
  • Experience: 2+ years of experience in data analysis, business intelligence, or sales analytics, preferably within a financial services or B2B environment.
  • Technical Skills: Proficiency in SQL and data visualization tools (e.g., Tableau).
  • Analytical Mindset: Strong analytical skills, with a proven ability to interpret data and create actionable insights.
  • Attention to Detail: Meticulous attention to data accuracy and ability to work with large data sets to ensure data quality.
  • Communication Skills: Strong written and verbal communication skills, with the ability to present findings in a clear and impactful way for business stakeholders.
  • Problem-Solving: Proactive problem-solver with the ability to think critically and provide data-driven solutions.

Benefits

  • Estimated Salary: $65,000 - $90,000 per annum, depending on experience.
  • Hybrid Work Environment: Opportunity to work remotely and in the office, with a minimum of three days per week in the office.
  • Professional Development: Training reimbursement, paid professional designations, and equipment purchase program.
  • Wellness Programs: Employee savings plan, employee share purchase program, corporate discount program, enhanced group benefits, parental leave top-up program, and paid time off for volunteering.

At CI Financial, we value diversity and inclusion, and welcome applications from candidates who are passionate about using data analytics to drive business success.

  • Data Insights Specialist

    3 weeks ago

    Toronto, Ontario, Canada Rogers Communications Full time

    Rogers Communications is seeking a skilled Data Insights Specialist to join their team. This role will be responsible for analyzing data to inform business decisions, identifying trends, and providing actionable insights to stakeholders. The ideal candidate will have strong analytical skills, excellent communication skills, and experience with data...

  • Data Insights Specialist

    3 weeks ago

    Toronto, Ontario, Canada Dubbs Equity Capital Inc. Full time

    We are seeking a highly motivated Data Insights Specialist to join our team at Dubbs Equity Capital Inc. in Canada.About the RoleThis is a permanent position that requires 40 hours of work per week. The successful candidate will be bilingual and currently reside in proximity to the advertised location.The ideal candidate should have a bachelor's degree...

  • Data Insights Specialist

    3 weeks ago

    Toronto, Ontario, Canada First Features Limited Full time

    We are passionate about data-driven decision-making and seeking a skilled Data Insights Specialist to support our dynamic team.As a Data Insights Specialist, you will play a key role in analyzing market data, identifying trends, and providing actionable insights to inform marketing strategies and decisions. Your analytical expertise will be essential in...

  • Data Insights Specialist

    3 weeks ago

    Toronto, Ontario, Canada Pernod Ricard Full time

    Company OverviewPernod Ricard is a leading global spirits company that has been synonymous with fine wines and spirits for over 200 years. Our diverse portfolio includes some of the world's most renowned brands, such as ABSOLUT Vodka, Chivas Regal, and Jameson Irish Whiskey.Salary RangeThe estimated annual salary for this position is $65,000 - $90,000,...

  • Strategic Data Insights Specialist

    3 weeks ago

    Toronto, Ontario, Canada Acunor Full time

    Acunor is seeking a highly skilled Strategic Data Insights Specialist to join our team in Toronto, ON. As a key member of our Business Intelligence department, you will play a vital role in driving business growth through data-driven insights.Compensation: The estimated annual salary for this position is $110,000-$130,000, depending on experience.Job...

  • Data Insights Specialist

    7 days ago

    Toronto, Ontario, Canada Randstad Full time

    Job Overview:  Randstad is seeking a Data Insights Specialist with experience in business analysis and capital markets to join our team.About the Role:  In this position, you will have the opportunity to understand the Asset Securitization business while driving business results and delivering exceptional experiences for our clients and partners.Key...

  • Data-Driven Insights Specialist

    7 days ago

    Toronto, Ontario, Canada McCann Canada Full time

    We are seeking a highly skilled Data-Driven Insights Specialist to join our Digital Solutions team at McCann Canada. In this role, you will play a pivotal part in delivering actionable insights to our clients through data-driven storytelling. You'll leverage your analytical expertise to help clients optimize marketing strategies, campaign performance, and...

  • Data Insights Specialist

    3 weeks ago

    Toronto, Ontario, Canada McCann Canada Full time

    As a Data Insights Specialist at McCann Canada, you will play a vital role in delivering actionable insights to clients through data-driven storytelling. With your analytical expertise, you will optimize marketing strategies, campaign performance, and business outcomes.About the RoleThis position involves implementing and overseeing measurement tools across...

  • Data Insights Specialist

    1 month ago

    Toronto, Ontario, Canada Advantage Full time

    About the Role:We are seeking a highly skilled Data Insights Specialist to join our team at Advantage. The successful candidate will be responsible for collecting and tracking data from various services, compiling tables, charts, and graphs, and analyzing trends to inform business decisions.Key Responsibilities:Collect and track data from monitored...

  • Data Insights Specialist

    3 weeks ago

    Toronto, Ontario, Canada Maarut Inc Full time

    Company Overview:We are Maarut Inc, a dynamic organization dedicated to delivering innovative solutions in the realm of Business Intelligence (BI). Our team is passionate about leveraging technology to unlock valuable insights from raw data.Salary:$120,000 - $180,000 per yearJob Description:The role of Data Insights Specialist at Maarut Inc involves working...

  • Data Insights Specialist

    2 months ago

    Toronto, Ontario, Canada beBee Professionals Full time

    We are seeking a highly skilled Data Insights Specialist to join our team at beBee Professionals in Toronto. The ideal candidate will have a degree in a related field, such as Business, Economics, or Statistics, and experience in data analysis, report writing, and content creation. Key responsibilities include analyzing and interpreting data, creating...

  • Data Insights Specialist

    4 weeks ago

    Toronto, Ontario, Canada Cineplex Entertainment Limited Partnership] Full time

    OverviewThe role of Business Intelligence Specialist at Cineplex Entertainment Limited Partnership involves leveraging data insights to drive business decisions. The successful candidate will possess strong analytical skills and the ability to interpret data visualizations.Key ResponsibilitiesDevelop and maintain data visualizations to support business...

  • Business Data Insights Specialist

    6 days ago

    Toronto, Ontario, Canada FCBSIX Full time

    About the RoleWe are seeking a highly skilled Business Data Insights Specialist to join our team at FCB/SIX. As a key member of our analytics department, you will play a crucial role in unlocking business value through data-driven insights.Job DescriptionAs a Business Data Insights Specialist, your primary responsibility will be to provide advanced analytics...

  • Data Insights Specialist

    7 days ago

    Toronto, Ontario, Canada FCBSIX Full time

    About the Role:As a Data Insights Specialist at FCB/SIX, you will provide analytics support to multiple clients and brands, ranging from reporting and insights, to building business cases and uncovering consumer behavior.You will collect performance data from internal and external data sources, partner with internal teams to build client relationships...

  • Data Insights Specialist

    2 days ago

    Toronto, Ontario, Canada Eva's Full time

    Unlocking Data-Driven Insights to Drive Social ImpactWe are seeking a highly skilled Data Insights Specialist to join our team at Eva's, a leading organization dedicated to supporting homeless youth. As a key member of our Programs and Services team, you will play a critical role in analyzing complex data sets, identifying trends, and informing strategic...

  • Data Insights Specialist

    3 weeks ago

    Toronto, Ontario, Canada SolveCo Solutions Full time

    About UsSolveCo Solutions is a leading organization that partners with big-name brands across various industries.Job Summary:We are seeking a highly skilled Data Insights Specialist to join our team. The ideal candidate will have expertise in modeling complex business problems and discovering business insights through statistical, algorithmic, mining, and...

  • Data Insights Specialist

    3 weeks ago

    Toronto, Ontario, Canada S2 Consulting Inc. Full time

    Job DescriptionS2 Consulting Inc. is seeking a highly skilled Data Insights Specialist to join our team.About the RoleThis full-time position involves developing all kinds of events for publicity, fundraising, and information purposes. You will be responsible for preparing written material such as reports, briefs, and website content. Additionally, you will...

  • Data Systems Developer

    3 weeks ago

    Toronto, Ontario, Canada BBD Insights Inc. Full time

    Job Title: Senior Data Engineer PositionWe are seeking a highly skilled and experienced Technical Data Specialist to join our team at BBD Insights Inc. as a Senior Data Engineer.About the JobThis is a permanent full-time position that offers an attractive salary of $95,000 - $115,000 per year, depending on experience.About UsBBD Insights Inc. is a dynamic...

  • Data Insights Specialist

    3 weeks ago

    Toronto, Ontario, Canada Pearl Technologies LTD. Full time

    Job OverviewPearl Technologies LTD. is seeking a Data Insights Specialist to join our team.Key ResponsibilitiesDocument reporting needs, queries, logic, results, and recommendations to other information systems professionals.Liaise with staff on data requirements, collection, and availability.Test data models and database management systems.Design and...

  • Business Data Insights Specialist

    4 weeks ago

    Toronto, Ontario, Canada Snapcommerce Full time

    About the RoleWe are seeking a highly analytical and detail-oriented Business Data Insights Specialist to join our data team for the Summer 2024 term. As a key member of our team, you will be responsible for using data to answer strategic questions and support our business strategy and rapid growth.Key Responsibilities:Utilize strong analytical and...