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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and problem-solving capabilities, with proficiency in conducting quantitative and qualitative research, financial analysis, and strategic project management. Skilled in stakeholder engagement and delivering impactful presentations to senior leaders.
Highest-signal resume keywords
Quantitative And Qualitative AnalysisFinancial And Business AnalysisProject ManagementStakeholder ManagementPresentation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Excel ProficiencyBusiness Strategy FrameworksMarket AnalysisData InterpretationReport Preparation
Soft Skills
Conceptual Problem-SolvingInterpersonal SkillsCommunication SkillsOrganizational SkillsAttention To Detail
Tools & Technologies
PowerPoint
Industry Keywords
Group Retirement ServicesFinancial ServicesBusiness ConsultingStrategy Development
About the role
Key responsibilities & impact- Independently conduct quantitative and qualitative research and analysis.
- Prepare and deliver recommendations on priority strategy questions for Group Retirement Services.
- Track strategic initiatives, including monthly reporting.
- Engage senior stakeholders.
- Support strategic project execution, including workstream management, problem definition and structuring, cross-functional collaboration, project updates, and timely delivery of deliverables.
- Track monthly progress on key strategic projects and initiatives, including preparing reports on GRS OKRs for senior leaders.
- Conduct financial and business analysis using business strategy frameworks.
- Interpret analytical results and generate insights and recommendations.
- Monitor market trends and competitor actions in the Group Retirement Services space.
- Perform market analysis to identify opportunities and communicate findings to GRS leaders.
- Prepare and deliver formal presentations and informal management updates.
- Present results, engage partners in discussions, and support implementation of recommendations.
- Co-lead strategy project delivery across GRS with GRS partners, cross-business-unit partners, and Canada Strategy.
Requirements
What you’ll need- Strong conceptual problem-solving skills, including structuring business problems, formulating and testing hypotheses, and developing recommendations.
- Strong analytical skills, including proficiency in Excel.
- Ability to conduct quantitative and qualitative analysis and interpret and synthesize results.
- Experience conducting in-depth secondary research.
- Excellent oral and written communication and presentation skills.
- Ability to prepare formal business reports and PowerPoint presentations.
- Strong interpersonal and stakeholder management skills.
- Ability to build and maintain relationships with business partners.
- Strong project management skills.
- Ability to prioritize and organize work effectively to deliver on tight timelines, with high attention to detail.
- University degree in business administration, economics, finance, or related discipline.
- Minimum of 2 years of experience in strategy development, leading significant business initiatives, or business consulting.
- Minimum of 2 years of relevant business experience, ideally with exposure to the financial services industry.
Benefits
Comp & perks- Flexible Benefits from the day you join to meet the needs of you and your family.
- Pension, stock and savings programs to help build and enhance your future financial security.
- Hybrid work flexibility, with the choice to work from the office and virtually based on business, Client, and employee needs.
- Continuous improvement and digital enterprise experience opportunities.
- Accommodation available in the application process and alternative job posting formats.