Senior Analyst – Insurance Financial Management

Job title: Senior Analyst – Insurance Financial Management

Job description: Location: Winnipeg, Manitoba

Division: IG Products & Financial Planning

IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime. We are proud to be recognized among Canada’s Top 100 Employers (2022) by Mediacorp Canada Inc. in the national ranking for our focus on supporting employees with a number of initiatives that promote personal wellness with a focus on four key pillars including physical, mental, social and financial health. This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.

At IG Wealth Management, our vision is to inspire financial confidence.

You will join a team that that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Overall Job Purpose

The Snr Analyst provides the compilation and analysis of key business data that allows management to build the business plan, monitor its success, and adjust both strategy and tactics as required to achieve the plan. The Snr Analyst understands both the information and the business operations as such is both analyst and participant in the decision-making process. Evidence of the Snr Analysts job being well done is seen in the achievement of better reporting for senior management, accurate business plan and solid recommendations and reporting solutions as requested by Senior Management.

Key Accountabilities

Monthly Results Reporting

• Gather, store, analyze and prepare key information for management that is used to assess monthly sales results.
• Present analysis to management.

Marketing Allowance

• Maintain accurate tracking of expected and received marketing allowance revenue and expenses to support management in allocating these dollars effectively.
• Prepare invoices for billable amounts.
• Reconcile Finance department’s accounting of marketing allowance to our internal tracking.

Revenue Controls Processes

• Provide monthly analysis of renewal override revenue received to ensure completeness.
• Participate and lead in the creation and enhancement of additional revenue controls processes.

Ad hoc requests and project work

• Supports senior management in the preparation of high quality, accurate information and analysis. Ability to manage multiple projects simultaneously is key.

Business Planning

• Gather, store, analyze and prepare key information for management that is used to create annual IG Insurance Services Business Plans.

Qualifications

Education

Minimum Requirement: Completion of post-secondary in relevant business discipline

Preferred: Working toward designation

Experience

Minimum Requirement: 4+ years in reporting or analyst role

Preferred: 7 years in reporting or analyst role

Qualifications (certifications, designations etc.)

Preferred: CPA, CFA

Job specific knowledge and skills

Minimum Requirement: Computer skills (Access, Excel, Powerpoint, Word)

Preferred: Data visualization software, data management techniques

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by April 11, 2022.

Company: IG Wealth Management

Expected salary:

Location: Winnipeg, MB

Job date: Tue, 29 Mar 2022 22:11:35 GMT

Job Source: Careerjet.ca

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