Associate, Distribution Strategy

At CI we see a great place to work as one that is a safe place for everyone to have a voice where people are empowered to take ownership over meaningful work where there is an opportunity to grow through stretching themselves where they can work on innovative products and projects and where employees are supported and engaged in doing so.

1) Strategic Support and Execution

• Support the development and execution of key strategic initiatives across the Distribution team (e.g. growth strategy operating model organizational effectiveness)
• Conduct competitor and market analysis to inform strategic priorities and business decisions
• Support ongoing business reviews including product and sales performance analysis
• Translate strategy into clear actions and help track progress across key initiatives
• Help identify opportunities to improve capabilities processes and overall effectiveness
• Support development of executive presentations (e.g. storylining page creation synthesis)
• Build clear concise and visually compelling materials for senior leadership discussions
• Refine client-facing materials (e.g. pitch decks)

2) Data Analysis and Executive Reporting

• Translate raw unstructured quantitative and qualitative data into actionable insights and strategic recommendations
• Produce recurring executive reporting materials including weekly sales updates and monthly/quarterly reporting decks
• Identify key trends risks and opportunities through ongoing tracking and reporting
• Track sales performance across key channels using dashboards and internal tools highlighting trends and insights for leadership
• Synthesize complex information into clear concise outputs tailored for senior leadership
• Contribute to internal and external communications (e.g. newsletters strategic updates)

3) CrossFunctional Execution and Optimization

• Support leadership in managing priorities tracking deliverables and maintaining a centralized to-do list
• Coordinate inputs across teams for key deliverables and leadership forums
• Prepare materials for senior leadership meetings and governance touchpoints
• Help strengthen team operating rhythm through improved tracking organization and accountability
• Support coordination of recurring processes (e.g. monthly and quarterly deliverables leadership updates)
• Help identify and implement process improvements to enhance team efficiency and execution discipline

Key Qualifications

• Undergraduate degree in business economics finance or a related field; strong academic performance preferred
• 12 years of relevant experience in strategy consulting corporate development or financial services with exposure to analysis executive reporting and cross-functional projects
• Strong analytical and problem-solving skills with the ability to structure ambiguous problems and develop clear recommendations
• Advanced MS Office capabilities with a proven ability to build executive-ready materials
• Excellent written and verbal communication skills with the ability to synthesize complex information clearly and concisely
• Strong organizational and project management skills with the ability to manage multiple priorities and drive execution across stakeholders

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is$70000to $90000. Exactsalary depends on several factors such as experience skills education and budget. Salary range may vary based on geographic addition to base salary this position is eligible for participation in a bonus addition The Company offers a variety of benefits to eligible employees including health insurance coverage wellness programs life and disability insurance retirement savings plans paid leave programs education-related programs paid holidays and vacation time and many others. Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965 we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition a desire to commit to a curious mindset for continuous learning and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment competitive benefits and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Topup program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking Apply. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (CI) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities require this posting in an additional format or require accommodation at any stage of the recruitment process please contact us or call ext. 4747.