Transform data into powerful insights at CI as the Manager of Business Insights & Analytics. Dive deep into advisor, client, and operational data to drive strategic decisions every day.
In this pivotal role within the Wealth Advisory business, you will analyze various datasets to pinpoint trends, opportunities, and performance drivers. Your extensive wealth industry knowledge and analytical skills will allow you to enhance stakeholder understanding of advisor practices and operational effectiveness. Collaborating with various teams, your insights will guide meaningful business decisions while elevating CI's wealth platform as a trusted source of business intelligence.
Key Responsibilities:
• Analyze advisor, client, and sales data for actionable insights
• Conduct in-depth business analysis to inform strategies




• Develop reporting solutions tailored to stakeholder needs
• Enhance dashboards and analytical tools for clarity
• Build robust partnerships across business teams
Requirements:
• Bachelor’s degree in a relevant field
• 7+ years in analytics and business intelligence
• Direct experience in wealth management or financial services
• Proficiency in Power BI, SQL, or similar platforms
• Exceptional communication and presentation skills
Drive impactful decision-making through data insights at CI in this vital management position.
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📌 Manager of Business Analytics at CI (Toronto)
🏢 CI Financial
📍 Toronto