Information Analyst

Investment Planning Counsel - Mississauga, ON (9 months ago)

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With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success?

Our Corporate Development team is currently growing! We’re seeking an Information Analyst – someone who plans, directs and manages the onboarding of Advisory Teams to IPC. As a consultative business partner, the Information Analyst is responsible for leading multiple Advisory team from across Canada on both MFDA & IIROC platforms.

WE WANT YOU TO JOIN OUR TEAM OF WINNERS!

At Investment Planning Counsel we’ve designed every aspect of the Information Analyst role with you in mind.

What is the role of the Information Analyst?

Support advisor discovery phase to gathering key advisor practice information: vendor contracts, lease agreements, insurance policy, rental agreement etc.
Consolidate all information to prepare expression of interest letters
Manage and lead pipeline reporting
Run and analyze reports
Work closely with the Transitions team to communicate effectively to all business partners of upcoming transactions

Manage all reporting including:
Prior to deal - clients by bands, locations, provide potential opportunities
Reoccurring - Net sales, Weekly sales reports
Weekly scorecard: meetings, calls etc.
Redemption (internal/external) transfer outs
Lead Monthly Corporate Development coordination
Book segmentation and trending

What traits and competencies should an Information Analyst possess?

Excellent interpersonal and relationship building skills
Excellent planning, organizational and time management skills
Resourceful, analytical, with excellent problem-solving skills
Must be able to manage and monitor multiple tasks across multiple matrix projects and time lines
Excellent communication skills (verbal and written)
Ability to convey/present both factual and conceptual information on issues which require detailed explanation and interpretation
Well-developed influencing skills enough to resolve distinct problems and/or negotiate appropriate solutions
Outside-of-the box thinker with abilities to see the organizational big picture and drive projects to deliver effective results and value
Task and Results Focused

What are the preferred qualifications for an Information Analyst?

Degree in Business preferred or equivalent experience
Minimum of 3 years of MFDA & IIROC platforms
High proficiency in Microsoft Office software: Project, Excel, Visio, Power Point, Word

What is #lifeatIPC?

Awesome support in providing industry-leading training to help you succeed in your role
Awesome community involvement opportunities through IPC Cares
Awesome perks: benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun
Awesome recognition: kudos, all-star program, rising star, and the circle of excellence
Awesome Leadership teams that know your name

If you continue in the selection process, please notify us of any accommodation you might require. Any information you send us will be treated with complete confidence.