Compliance Data Analyst, Distribution

About Us

Let us introduce ourselves. With 300+ employees across Canada, ivari is a company that’s making a difference in the world of life insurance. How? By finding and hiring employees who are passionate about helping people protect their families, and by giving them the best, most supportive workplace possible.

ivari is part of Sagicor Financial Corporation, a leading financial services provider based in the Caribbean, with a strong presence in North America. We offer a wide range of products and services, including life and health insurance, annuities, pension administration and investment services.

At ivari, everyone is welcome! It is our mission to attract, develop, and retain a workforce that is as diverse as the customers we serve and the communities in which we do business. We offer an inclusive and accessible work environment where all employees and customers feel valued, respected, and supported.

Here’s the job opportunity…

This is an existing position for a 6 month contract.

The Compliance Data Analyst will support the Distribution Compliance program by maintaining distribution Compliance data systems and databases, and conducting various licensed agents reviews and oversight programs. As a Compliance Data Analyst you will …

Gather risk data for agents from multiple sources and analyze it to select agents eligible for the Agent Practice Review (APR) using approved sampling criteria.

Enhance the agent selection process by integrating new tools and IT architecture and optimize the review process.

Develop Power BI reports to visually represent APR outcomes, providing deeper insights and trends for senior management.

Review agents sales practices and market conduct according to standard APR criteria and identify gaps and draft reports including observations, recommendations and action plans.

Communicate findings of reviews and monitor remediation actions

Support the Distribution Compliance team by accurately updating the Compliance Risk Matrix (CRM), and recording and monitoring advisor incidents in compliance systems.

Identify gaps and work with Information Technology teams to propose effective solutions from a compliance perspective and ensure compliance insights are integrated into the process.

Keep the ARDB (Agent Risk Database) well-maintained and ensure it aligns with compliance records.

Regularly update agent databases and the agent report. Ensure they operate correctly and troubleshoot any issues that arise.

Respond to all internal Distribution Compliance inquiries related to data analytics.

What we are looking for…

5 years’ experience in Financial Services working within a Compliance team

3-5 years’ experience working in data analytics

Skilled in data analytics with a comprehensive grasp of data architecture.

Technical knowledge and skills with information and data management related tools

Experience in testing and troubleshooting roles, an asset

Excellent verbal and written communication skills

Proficiency in Power BI and Microsoft packages.

Effective time management skills with the ability to manage multiple and changing priorities

An ability to work independently and proactively seek assistance when needed

Natural and proactive tendency to look for more efficient and effective ways to accomplish tasks.

Bilingualism in English and French is an asset

SQL knowledge is an asset

Experience in audit or control testing, an asset.

What we pay…

Pay range: $35/hr - $45/hr

What's in it for you

At ivari, it's important for us to keep our people motivated, recognized and rewarded. We offer competitive base salary, one of the many reasons ivari is a great place to work.

4% vacation pay

Maple virtual care benefits

Employee Assistance Program

Flexible and hybrid work arrangements

Opportunities for professional development

Recognition programs to cheer you on, motivate and reward

Wellness programs to keep you healthy and happy

Who you are…

Someone who enjoys a culture where everyone is genuinely respectful and you can be your authentic self every day. Your contributions and opinions are not only sought, but valued. You know the importance of, and live by, our core values of…

Bringing clarity and focus to your work

Taking ownership and doing what you say you will

Remaining flexible

Collaborating with others

Does this sound like you? We’re looking for great people to join our team!

Our commitment to inclusivity is reflected in the safeguards, policies and commitments we have in place to remove barriers and provide equal opportunities to prospective and current employees, without discrimination.

To apply, please email your resume to: human.resources@ivari.ca

A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential. If you do require an accommodation, please email human.resources@ivari.ca.

** ivari does not utilize AI in our recruitment process to screen, select, or assess applicants