Drive operational excellence at CI Financial as an Operations Analyst within the Special Projects Team in Burlington, Ontario. This role focuses on improving client services through effective investigation and collaboration.

As an Operations Analyst, you will utilize your 3+ years of experience in investment or banking to support internal escalations and solution delivery. Your skills will enhance operational processes, ensuring a seamless experience for investment advisors and their clients throughout their interactions with CI.

Key Responsibilities:
• Work with teams to enhance operational initiatives
• Provide investigative support for testing processes
• Manage tracking and resolution of operational issues




• Liaise with developers and project teams for clarity
• Document key decisions and actions from meetings

Requirements:
• 3+ years' experience in related financial industries
• Familiarity with Canadian investment accounts
• Intermediate Excel skills for data management
• Proactive and organized in task management
• Solid problem-solving and communication abilities

Shape the future of client operations by bringing your analytical skills to CI's dedicated team.
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📌 Special Projects Operations Analyst (Ontario)
🏢 CI Financial
📍 Ontario