Manager, Business Insights & Analytics

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.

WHAT YOU WILL DO

Business Intelligence & Strategic Analysis

• Analyze advisor client portfolio operational and sales data to identify trends opportunities risks and business performance drivers.
• Conduct deep-dive analysis to support strategic business decisions growth initiatives advisor engagement strategies and operational improvements.
• Transform raw data into actionable insights and business recommendations.
• Identify opportunities to improve advisor productivity client outcomes operational efficiency and business growth.
• Leverage advisor and portfolio data to identify growth opportunities client segmentation strategies wallet-share opportunities and advisor engagement insights.
• Develop analytical approaches that move stakeholders beyond understanding what happened to understanding why it happened and what should happen next.
• Translate complex analytical findings into practical business recommendations tailored to Operations Sales Advisor and Executive audiences.

Advisor Client & Sales Analytics

• Develop meaningful reporting and insights related to:
  • Advisor books of business
  • Client acquisition retention and engagement
  • Sales performance and business development activity
  • Portfolio composition asset concentration and opportunity analysis
  • Operational effectiveness and service delivery
• Partner with Sales leadership to develop advisor and client intelligence reporting that supports business development opportunity identification market penetration and revenue growth initiatives.
• Support analysis that enables advisors and business leaders to identify opportunities within existing client portfolios and books of business.
• Deliver insights that help stakeholders better understand advisor behaviour client segmentation business trends and sales effectiveness.
• Analyze data across multiple business and operational sources to uncover opportunities that may not be apparent through traditional reporting.

Reporting & Decision Support

• Develop maintain and enhance dashboards scorecards executive reporting and analytical tools.
• Create reporting solutions that are scalable intuitive and tailored to stakeholder needs across the organization.
• Design reporting outputs and insight presentations that effectively communicate findings and recommended actions.
• Partner with Wealth Operations leadership to establish meaningful business metrics KPIs and performance indicators.
• Present findings and recommendations to leaders in a clear concise and compelling manner.
• Collaborate with stakeholders to continuously improve the usability relevance and adoption of reporting solutions.

Stakeholder Partnership

• Build strong relationships across Wealth Operations Sales Advisor Support Technology and senior business leadership teams.
• Act as a trusted advisor on reporting analytics and business intelligence opportunities.
• Gather and translate business requirements into data reporting and analytical solutions.
• Partner with stakeholders to understand information needs and ensure reporting outputs support informed decision-making.
• Work collaboratively across teams to enhance the value and impact of analytics throughout the Wealth Advisory business.

Data Governance & Platform Evolution

• Support initiatives to improve data quality integrity governance and reporting consistency.
• Partner with Technology and Data teams to improve data accessibility and reporting capabilities.
• Contribute to the ongoing evolution of the wealth platform as a trusted single source of truth for advisor client sales and operational reporting.
• Help standardize business definitions performance metrics and reporting methodologies.
• Support the development of scalable business intelligence capabilities and self-service reporting solutions.

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.