Join CI Financial's investment team as an Operations Analyst focused on enhancing the client experience in Burlington, Ontario. Use your critical thinking skills to address operational challenges effectively.

This position within the Special Projects Team requires at least 3 years of relevant experience. You will work closely with internal teams to investigate solutions, facilitate testing processes, and enhance the operational efficiency for investment advisors. Your role is vital in maintaining exceptional service quality for clients.

Key Responsibilities:
• Collaborate on initiatives for operational improvements
• Support testing in production and user environments
• Investigate and document issue resolutions
• Communicate updates with internal project teams
• Develop and maintain training materials for staff

Requirements:
• Minimum 3 years of experience in financial services
• Understanding of Canadian investment products
• Proficient in Excel for data analysis
• Excellent organizational and teamwork skills
• Adaptable and able to manage independent tasks

Utilize your expertise and support CI's dedication to client satisfaction through effective operations.
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📌 Investment Operations Analyst Role (Ontario)
🏢 CI Financial
📍 Ontario