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Domain : Data analysis and reporting with iA Clarington
Mode : Hybrid
Location : Toronto
Start : June 2025
Are you detail-oriented with a passion for data analysis and financial markets? We are seeking a Sales Data Analyst at iA Clarington Investments. You'll analyze sales data, develop business strategies, and provide insights to drive success in the mutual fund industry.
MAIN DUTIES & RESPONSIBILITIES:
- Collect, analyze, and interpret sales data: Use statistical techniques to identify patterns and trends in sales data.
- Develop business strategies: Work with sales management to create strategies based on data analysis.
- Prepare and present reports: Create detailed reports and dashboards to present findings to stakeholders.
- Set sales targets and forecasts: Assist in setting sales targets and determining sales forecasts.
- Ensure data accuracy: Maintain the accuracy and consistency of data reports and presentations.
- Collaborate with cross-functional teams: Work with other teams to implement and evaluate sales strategies.
- Use data analytics tools: Utilize data analytics tools and software to manage data and generate reports.
- Layer market performance with sales performance: Analyze and integrate market performance data with sales data to provide comprehensive insights and strategic recommendations.
JOB REQUIREMENTS:
- Bachelor's degree in administration, finance or other related discipline
- 3 to 5 years of experience in data analytics or related area
- Analytical skills: Strong ability to analyze and interpret data.
- Technical skills: Proficiency in data analytics tools and software, including Salesforce, Power BI, Morningstar, and Y Charts.
- Salesforce: Customizing dashboards and reports, implementing automation with Salesforce Flow, integrating advanced analytics tools, and leveraging Salesforce Einstein for AI-powered insights.
- Power BI: Loading and transforming data, analyzing sales trends, creating interactive data visualizations, and building comprehensive sales dashboards.
- Morningstar& Y Charts: Utilizing Morningstar & Y Charts data and analytics tools for in-depth market research, performance analysis and market trend analysis.
- Communication skills: Ability to present findings clearly and effectively.
- Attention to detail: Ensuring data accuracy and consistency.
- Teamwork: Collaborating with cross-functional teams.
What iA Clarington Offers:
- We value and encourage our employees to have a good work life balance and so on top of vacation we also offer Personal Leave Days.
- To encourage an active and healthy lifestyle, we have a generous Wellness plan that covers physical activity and wellness expenses.
- Comprehensive and flexible group insurance benefits to meet your and your family’s needs.
- A Group Registered Retirement Savings Plan (RRSP) with company matching.
- A home office equipment program to ensure that you have the best working environment.
- Participation in our Share Purchase Plan.
- Your development and continuous improvement are important to us! We offer an Education Assistance Program to ensure you have the tools and knowledge to grow your career here at iA Clarington.
iA Clarington Investments Inc. would like to thank all applicants, however only those who qualify for an interview will be contacted.
About iA Clarington Investments Inc. :
One of Canada’s leading investment management companies, iA Clarington brings clarity, integrity and commitment to a complicated global investment landscape. We offer a wide range of investments to individual investors through their advisors, including actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.
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Location(s)Toronto, OntarioOther Possible Location(s)CompanyIA Clarington Inc.Posting End Date2025-06-06Company Overview
iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and InclusionAt iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.
