Reporting Analyst at Questrade Inc

Toronto, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

26 Feb, 26

Salary

0.0

Posted On

28 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Microsoft Power BI, Data Visualization, Data Storytelling, SQL, Power Query, Python, Business Analytics, Business Intelligence, Data Retrieval, Generative AI, Large Language Models, Interpersonal Skills, Analytical Skills, Leadership Skills, Solution-Oriented Attitude

Industry

Financial Services

Description

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of. At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences. This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG. What’s in it for you as an employee of QFG? Health & wellbeing resources and programs Paid vacation, personal, and sick days for work-life balance Competitive compensation and benefits packages Work-life balance in a hybrid environment with at least 3 days in office Career growth and development opportunities Opportunities to contribute to community causes Work with diverse team members in an inclusive and collaborative environment We’re looking for our next Reporting Analyst. Could It Be You? The core purpose of the Reporting Analyst role is to help leaders in the Customer Service department make better decisions by providing them with clear data insights. The person in this role uses Microsoft Power BI to create datasets, visuals, and reports, ensuring the data tells a useful story. They gather specific needs from stakeholders and translate data from platforms like Genesys and Salesforce into actionable plans and key insights. Need more details? Keep reading… In this role, responsibilities include but are not limited to: Lead discussions with various stakeholders to address and answer specific business questions, capture requirements and provide consultative guidance on solution/delivery and strategic options Employ, demonstrate and advocate best practices in the areas of dataset creation, data visualization and data storytelling using Microsoft Power BI Create unified datasets to support business needs by connecting and transforming data from different sources to provide comprehensive analysis and strategic insights. Demonstrate a sense of urgency and a strong commitment to achieving deadlines Consult with business units to assist with the preparation of opportunity assessments and business cases that will help rationalize project ideas to the project prioritization for the selection committees. Proactively identify opportunities for process improvement in line with business objectives So are YOU our next Reporting Analyst? You are if you… Bachelor’s Degree in Statistics, Mathematics, Business Analytics, or related fields 2+ years of strong PowerBI platform knowledge (DataSet Creation, Data Visualization, DAX), preferably in a contact centre environment. 2+ years related experience in Implementation of Value Adding Data Visualization Design and Best Practices. Demonstrated experience with business analytics, business intelligence (BI) tools, data retrieval techniques and analytics, including the ability to translate complex analytical findings into clear, compelling, and actionable narratives for non-technical stakeholders. Working knowledge of SQL query and Power query, involving large datasets and multiple data sources Experience or strong interest in leveraging and integrating Large Language Models (LLMs) and Generative AI tools to enhance analytical workflows, such as summarizing insights, generating queries, or quickly drafting data narratives. Comfortable using Python Additional kudos if you… Expertise in distilling data into actionable business insights Be a team player and self-starter with great interpersonal skills and a solution-oriented attitude Strong leadership, communication and analytical skills Sounds like you? Click below to apply! #LI-ÉP1 #LI-Hybrid At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us. Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.

Responsibilities

The Reporting Analyst will help leaders in the Customer Service department make better decisions by providing clear data insights. This includes creating datasets, visuals, and reports using Microsoft Power BI and translating data from various platforms into actionable plans.