Job Specifications
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.
This position will support the Sales team at CI Financial by delivering insights that help optimize sales performance and advisor engagement in a B2B environment. Reporting to the Director, Business Analytics & Insights, this individual will be responsible for gathering, analyzing, and reporting data to support strategic decisions that drive advisor effectiveness and strengthen relationships with end clients. This role is ideal for a detail-oriented, data-driven individual who is passionate about using analytics to make a tangible impact on sales success.
What You Will Do
Data Collection and Analysis: Gather, organize, and analyze sales data related to advisor performance, client acquisition, and product adoption to identify trends and opportunities for growth.
Performance Reporting: Develop and maintain regular sales reports and dashboards for sales leadership, focusing on advisor activity, pipeline health, and performance against key metrics.
Insights for Advisor Engagement: Provide data-driven insights on advisor engagement levels, helping to identify high-potential advisors and optimize sales support strategies.
Data Quality and Integrity: Work with the data engineering team to ensure data accuracy and integrity, performing regular data checks and troubleshooting discrepancies.
Ad Hoc Analysis: Perform ad hoc analyses as requested by the sales team or leadership to address specific questions, test hypotheses, and support strategic initiatives.
What You Will Bring
Education: Bachelor’s degree in a relevant field such as Mathematics, Business, Finance, Economics, Statistics, Data Science, or a related area.
Experience: 2+ years of experience in data analysis, business intelligence, or sales analytics, preferably within a financial services or B2B environment.
Technical Skills: Proficiency in SQL and data visualization tools (e.g., Tableau).
Analytical Mindset: Strong analytical skills, with a proven ability to interpret data and create actionable insights.
Attention to Detail: Meticulous attention to data accuracy and ability to work with large data sets to ensure data quality.
Communication Skills: Strong written and verbal communication skills, with the ability to present findings in a clear and impactful way for business stakeholders.
Problem-Solving: Proactive problem-solver with the ability to think critically and provide data-driven solutions.
Preferred Qualifications
Experience in asset management or a related financial services field, with an understanding of advisor-based sales models.
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 - $95,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.
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