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.
The Manager, Business Insights & Analytics is responsible for transforming advisor, client, portfolio, sales, and operational data into meaningful business intelligence that supports decision-making across the Wealth Advisory business.
Reporting to the SVP of the Wealth Advisory business, and working closely with Operations, Sales, Advisor Support, Technology, and business leadership teams, the incumbent will leverage data from multiple sources to identify trends, opportunities, risks, and performance drivers, translating complex information into actionable insights and recommendations.
This role serves as a key business partner, helping stakeholders better understand advisor practices, client activity, sales performance, portfolio composition, and operational effectiveness. The incumbent will play a critical role in advancing data-driven decision-making while supporting the evolution of the firm's wealth platform as a trusted and comprehensive source of business intelligence.
Success in this role requires strong wealth industry knowledge, advanced analytical capability, and the ability to translate data into compelling business narratives for a wide range of audiences.
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 Top–up 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 at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
