Transform wealth data into actionable insights as the Manager of Business Insights & Analytics at CI Financial. Leverage your analytical skills to drive strategic decision-making and support growth initiatives. In this key role, you will analyze advisor, client, and operational data to support the Wealth Advisory business.

Your solid wealth industry knowledge and advanced analytics capability will empower you to turn complex information into clear business narratives. Collaborate closely with various teams to enhance reporting solutions, improve data governance, and support informed decision-making. Key Responsibilities:

- Analyze trends in advisor, client, and sales data
- Conduct deep-dive analysis for strategic initiatives
- Develop actionable insights from raw data
- Create meaningful reporting on advisor performance
- Partner with stakeholders on data needs Requirements:
- Strong wealth industry knowledge
- Proven experience in data analytics
- Ability to translate findings into business solutions
- Experience with reporting tools and dashboards
- Excellent communication skills for stakeholder engagement Support CI Financial by advancing data-driven strategies in the Wealth Advisory business.

📌 Manager of Business Insights at CI (Ottawa)
🏢 Socket.dev
📍 Ottawa