Senior Analyst, Strategy

The Canada Life Assurance Company • Toronto, ON

2d • Hybrid

About The Position

The Individual Wealth Strategy Team is a critical function within Canada Life. We support the Individual Wealth business to think 5-10 years ahead, and ensure our business is future-proofed – pivoting with rapidly evolving trends in demographics, regulation, technology, and shifting customer and advisor needs. The team will heavily engage with senior leaders in the Individual Wealth business and across the organization.

Requirements

• 3+ years of finance, management consulting, or corporate strategy experience
• Experience with accounting/finance/planning/P&L roles highly preferred, with ability to do financial modeling
• Ability to use AI-powered tools to gather insights, analyze data, and support day to day strategy activities
• Experience independently managing workstreams and outputs
• Undergraduate degree in Accounting, Finance, or Economics preferred
• Self-starter with high motivational level, intellectual curiosity, and openness to learning and continuous development
• Strong business acumen, with demonstrated aptitude for strategic, analytical and critical thinking
• Excellent analytical skills, including financial analysis, research and complex modeling
• Expert in Microsoft PowerPoint and Excel

Responsibilities

• Provide analytical support for a range of strategic initiatives and projects related to supporting problem solving / business casing for strategic opportunities.
• Developing and updating financial models for M&A or partnership opportunities.
• Conducting market scans and competitor insights from industry associations, publications, and research reports.
• Interview internal stakeholders to collect information on different lines of business, competitive threats, market trends, and internal operations.
• Analyze customer and advisor level data to understand market size, trends and segmentation.
• Independently support deliverables for workstreams within a project.
• Support and work closely with leadership in the development, management and implementation of medium and long-term strategic initiatives.
• Provide presentation, meeting, and strategy implementation support, including PowerPoint materials.
• Participate in a broad range of strategy team and business team meetings to gather information, share insights and present findings.
• Ensure strategy translates to clear business plans, with measurable outcomes, and communicate those with the involved departments.
• Perform other related duties as assigned e.g., represent Individual Wealth business on cross-functional projects as required from time-to-time.

Benefits

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior