Data Analyst

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

Benefits offered by this job

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

Job summary

CI Financial is seeking a Data Analyst to join the Data Solutions team within the Wealth Technology group. You will analyze large datasets, collaborate with cross-functional teams, and build dashboards that monitor key metrics to drive strategic decisions.

The role requires a quantitative degree and 2+ years of experience, with hands-on SQL, Python, and data modeling skills. This is an in-office role with benefits including health insurance and training support.

Qualifications

• 2+ years of work experience in quantitative analysis.
• Post-secondary degree in a quantitative discipline.

Responsibilities

• Analyze and interpret large datasets to uncover insights for business objectives.
• Collaborate with stakeholders across teams to identify data needs and deliver actionable solutions.
• Develop and maintain data processes to support data-driven decision making.
• Document data mapping specs and business rules to support governance.
• Assist in building reports, dashboards, and analytics tools to monitor metrics.
• Identify inefficiencies and recommend data-driven improvements.
• Respond to data requests in a timely manner and work with Data Engineers on implementations.

Skills

Data analysis

SQL

Python

Data modeling

Problem solving

Stakeholder collaboration

Education

Post-secondary degree in a quantitative discipline

Tools

Sigma

AWS QuickSight

MS Excel

PostgreSQL

Snowflake

AWS

Azure

SQL

Python

Job 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.

We are currently seeking a Data Analyst to join the Data Solutions team in the Wealth Technology group at CI Wealth.

The Data Solutions team focuses on developing data-driven solutions, driving innovation, and uncovering key insights to support strategic initiatives. The successful candidate will play a key role in leveraging data to deliver solutions that enhance decision-making, streamline business processes, and support strategic objectives.

The ideal candidate will have a strong background in both data analysis and business processes.

Responsibilities

• Analyze and interpret large datasets to uncover key insights that drive business objectives.
• Collaborate with stakeholders across teams to identify data needs and deliver actionable solutions.
• Develop and maintain data processes that enhance efficiency and support data-driven decision-making.
• Document and maintain data mapping specifications and business rules to support data governance efforts.
• Assist in building reports, dashboards, and analytics tools to monitor key metrics and trends.
• Identify inefficiencies in existing processes and recommend data-driven improvements.
• Respond to stakeholder inquiries and data requests in a timely and effective manner.
• Partner with Data Engineers to support the successful implementation of solutions.

Experience

QUALIFICATION REQUIREMENTS:

• 2+ years of work experience in quantitative analysis.

Education/Training

• Post-secondary degree in a quantitative discipline.

Knowledge, Skills, And Abilities

• Strong problem-solving skills and attention to details.
• Solid understanding of data and data modeling.
• In-depth knowledge and experience with the following tools:
• Visualization e.g., Sigma, AWS Quicksight
• Modelling e.g., MS Excel
• Database system e.g., PostgreSQL, Snowflake
• Cloud Technology e.g., AWS, Microsoft Azure
• Strong knowledge and understanding of SQL
• Working knowledge and understanding of Python.
• A strong analytical mindset and sophisticated written and verbal communication skills.
• Experience in the Financial Services Industry is an asset.
• Ability to work within an organization based upon continuous improvement.

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.

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

A Supportive Environment for Success

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.

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.