Sales Analyst - Toronto, Canada - iA Groupe financier / iA Financial Group

iA Groupe financier / iA Financial Group

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

The following are the primary duties & responsibilities of the Sales Analyst role:

Support the development and maintenance of analysis that provides insight into the different products at IA Clarington for Sales teams
Support the development of Quarterly, and Annual Request for Information for dealers
Morningstar, Bloomberg and YChart experience an asset
Manage and maintain data and databases to support reports needed to support various departments.
Support key Sales and National Accounts teams
Collaborate effectively with internal stakeholders across all IAC departments
Identify opportunities to enhance existing processes, tools and resources.
Strong investment analysis and investment literacy required.

Qualifications:

CIM designation with relevant work experience and / or completed CFA Level 1 preferred
A minimum 5 years of meaningful work experience, in the financial services industry with a focus on investment analysis and / or mid or front office support
Accuracy and attention to detail is an absolute requirement
Proactive and selfmotivated, independent individual with the dedication to perform
Excellent interpersonal, communications and collaboration skills
Polished and professional presenter
Proficient in Microsoft Office, including Word, Power Point, Excel (macros, VBA skills is an asset)
CSC is a requirement.
Strong knowledge of finance and proven analytical and problemsolving skills
Selfstarter and takes ownership, actively engaging with peers and other counterparts to deliver results.
Ability to prioritize and effectively manage multiple tasks within tight deadlines on an ongoing basis.
Peopledriven with strong communication and interpersonal skills

Company Overview:

About:

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 50,000 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.

Our commitment to Diversity and Inclusion:
At 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.