Branch Training & Process Improvement Analyst

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

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.