Who We Are

Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community’s financial specialist – supporting our clients on their financial journey and empowering them to reach their goals.

What We Offer

We’re proud to be recognized as one of the 2024 Best Workplaces™ in the Financial Services and Insurance sector.

Candidates can expect to work in a highly collaborative and supportive work environment with focus on professional growth and development opportunities.

Compensation and benefits packages include:

Annual salary (hiring range): $70,000 - $90,000 (subject to the candidate's relevant experience, qualifications and skills), plus annual Short-Term Incentive Plan (STIP) bonus.
Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits and Employee Assistance Programs. Premiums are paid by the company, with the exception of LTD premium.
Defined benefit pension plan, with the company’s contribution ranging from 6% to 8% to provide employees with a predictable lifetime retirement income, survivor benefits, early retirement options.
Hybrid work environment for those who live within 50km of our Head Office. Remote arrangements can be made for those living farther away, with some exceptions.
3 weeks of paid vacation and other leave entitlements.
2 paid Employee Choice days to give employees the flexibility to observe and celebrate days that are meaningful to their cultural, religious, or personal values.
Learning and development support to aid professional growth.
Experienced leaders to coach and empower employees and supportive colleagues to help when needed.
Employee-led committees to boost engagement, initiative and idea sharing.
A Community Care program to make a difference in the lives of people in need.
Team building activities and optional social events.

About the Role

We are seeking a proactive Data Analyst who will lead the development, support and management of data-driven insights across our client and financial platforms.

The position will report to the Vice-President, Business Technology, with duties that include designing and maintaining dashboards, reports, and analytics that support strategic understanding and decision-making across sales, marketing, operations and technology. The Data Analyst will be accountable to provide financial and non-financial reports/analysis to the organization that is accurate, timely and insightful.
This posting is to fill an existing vacancy.

Key Responsibilities

In this role, you will be responsible for:

Data Analysis, Business Insights & Sales Reporting

Collaborating with internal departments including Sales, Marketing, Finance, Operations, and Compliance to translate business insight requirements into technical solutions.
Partnering with different teams regarding reporting procedures and/or discrepancies to establish controls and ensure data accuracy, integrity, and consistency across systems and reports.
Designing, developing, and maintaining dashboards and reports to support business operations and strategic initiatives, as well as analyzing data from different systems to identify trends, patterns, and opportunities for improvement.
Automating recurring reporting processes to improve efficiency and reduce manual effort.
Managing enterprise-wide sales reporting in the system.

Data Management & Optimization

Maintaining and managing data management strategies to ensure data accuracy and integrity.
Supporting data governance and quality initiatives across the organization.

Project Management

Collaborating with development partners and internal departments to implement solutions and ensure timely completion of projects.
Communicating progress and status updates to internal departments (as needed) and management.

Qualifications

Bachelor’s degree or College Diploma in Accounting, Computer Science, Finance, Business or Economics or relevant experience.

At least 3 years of experience in a Data Analyst and/or Business Analyst role within the financial services industry.

Strong knowledge of wealth management and related processes.

Experience in Salesforce and proficiency in its capabilities, data structures, objects and relationships, FSC reporting tools.

Achievement or working towards Salesforce and Financial Services Cloud Certification is required.

Strong Power BI and Excel skills with the ability to learn business technology applications.

Strong analytical, written and documentation skills.

Strong communication skills, strong team player, self-starter and ability to provide training to staff.

Selection Process

We are committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from all qualified candidates who are inspired to deliver top-notch customer service and contribute to our company's success.

We strive to ensure that all recruiting and selection processes are non-discriminatory and barrier-free. If you are selected for an interview and require accommodation, or if you require accommodation with respect to our materials or procedures at any time during the selection process, please notify us at careers@educatorsfinancialgroup.ca to ensure appropriate arrangements are made.

We value the participation of diverse talent with various backgrounds and experiences. While voluntary, we encourage and welcome all candidates to self-identify during the application process.

Following receipt of your application, our Human Resources team will conduct a review typically lasting 5 to 7 business days. This process may be slightly longer depending on the number of applicants. Only pre-screened applicants will then be contacted to coordinate the following:

Interview with our Human Resources Team (up to 45 minutes)

Interview(s) with our Hiring Team (1 hour)

Application deadline: April 14, 2026

AI in Recruitment

Educators Financial Group leverages artificial intelligence (AI) technology to enhance our recruitment process. This may include drafting of preliminary job descriptions, application screening, generation of initial interview kit questions, taking interview notes and other administrative tasks. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our hiring practices remain focused on reducing biases, with all key hiring decisions made solely by our team. We are also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements.