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 Data Analyst 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.

Key Responsibilities

• 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.

Qualifications

Preferred Qualifications

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.

Hybrid Work Environment

Our company operates in a hybrid work environment, offering flexibility for employees to work remotely and in the office. As part of this arrangement, all employees are required to be present in the office for a minimum of three days per week.

WHAT WE OFFER

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 [email protected], or call 416-364-1145 ext. 4747