Branch Practices Associate

CI Financial; Toronto; On-site; CAD 55,000 - 95,000; Full time

Benefits offered by this job

Training Reimbursement

Corporate Discount Program

Fitness membership discounts

Paid Professional Designations

Job summary

A financial services company located in Toronto, Ontario, is seeking a Business Analyst to assist in creating training materials and managing escalated service issues. The ideal candidate will have extensive experience in customer service and training within the financial industry. Responsibilities include testing system enhancements and acting as a liaison for branch staff. The position offers competitive salary and benefits, focused on career development and employee engagement.

Qualifications

• 5+ years customer service and/or training experience.
• 2+ years Financial Industry experience.
• Familiarity with process reviews and process improvement.
• Strong experience with delivering training sessions and/or adult education practices.

Responsibilities

• Assist in the creation of training materials.
• Manage escalated advisor service issues.
• Test system enhancements and new solutions.
• Act as a point of contact for branch staff on processing issues.

Skills

Customer service experience

Training experience

Analytical problem-solving

Excellent communication skills

Experience with software systems

Education

University/College degree

Canadian Securities Course, IFIC, PFP

Tools

RPM/ActionPRO

Salesforce

Job description

Description

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.

Responsibilities

• Assist in the creation of training materials. This may include delivering content to branch staff through live presentations, webinars and phone training.
• Investigate and manage escalated advisor service issues related to the solutions we support.
• Maintain branch information on the AANet.
• Test system enhancements and new solutions.
• Work as Business Analyst on branch facing initiatives.
• Act as a point of contact for branch staff on branch processing issues.
• Assist in developing communications in for branches on initiatives.

Qualifications

• 5+ years customer service and/or training experience.
• 2+ years Financial Industry experience.
• University/College degree would be an asset.
• Canadian Securities Course, IFIC, PFP and other industry courses would be an asset.
• Familiarity with process reviews and process improvement.
• Strong experience with delivering training sessions and/or adult education practices.
• Knowledge of industry back office practices and/or systems. Specific knowledge of RPM/ActionPRO and Navigator (Salesforce) would be an asset.
• Demonstrated analytical and creative problem‑solving abilities.
• Comfort in using and learning new software systems.
• Excellent communication and presentation skills required.
• Strong written and verbal communication skills is mandatory.

Working Conditions

• Regular office conditions with some limited off‑site branch visits.
• May require some travel (approximately 10%).

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
• Fitness membership discounts
• Volunteer Paid Day

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is \$55,000 to \$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. 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. 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 [e-mail], or call 416‑364‑1145 ext. 4747.