Manager, Business Insights & Analytics

CI Financial; Toronto; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Modern HQ near Union Station

Training Reimbursement

Paid Professional Designations

Employee Savings Plan

Corporate Discount Program

Enhanced group benefits

Parental Leave Top-up

Volunteer leave

Job summary

CI Financial in Toronto seeks a Manager, Business Insights & Analytics to transform advisor, client, portfolio, and sales data into actionable intelligence that supports decision-making across the Wealth Advisory business. You will partner with Operations, Sales, Advisor Support, Technology and leadership to identify trends, risks, and growth opportunities.

Success requires wealth industry knowledge, advanced analytics, and the ability to translate findings into compelling business narratives

Qualifications

• Bachelor’s degree in a relevant field.
• 7+ years in BI, reporting, analytics, data management, or related roles.
• Direct wealth management or financial services experience required.
• Strong understanding of advisor business models, client relationships, and portfolio structures.
• Experience delivering dashboards, scorecards, and BI solutions.
• Excellent stakeholder management and executive storytelling skills.

Responsibilities

• Analyze advisor, client, portfolio, and sales data to identify trends and opportunities.
• Develop dashboards, scorecards, and executive reporting.
• Translate data into practical business recommendations for Operations, Sales, Advisor and Executives.
• Partner with Sales leadership to support growth initiatives and market penetration.
• Present findings clearly and drive data-driven decisions.

Skills

Power BI

SQL

Tableau

Snowflake

Databricks

Education

Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Data Analytics, Information Systems, or a related field

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.

The Manager, Business Insights & Analytics is responsible for transforming advisor, client, portfolio, sales, and operational data into meaningful business intelligence that supports decision-making across the Wealth Advisory business.

Reporting to the SVP of the Wealth Advisory business, and working closely with Operations, Sales, Advisor Support, Technology, and business leadership teams, the incumbent will leverage data from multiple sources to identify trends, opportunities, risks, and performance drivers, translating complex information into actionable insights and recommendations.

This role serves as a key business partner, helping stakeholders better understand advisor practices, client activity, sales performance, portfolio composition, and operational effectiveness. The incumbent will play a critical role in advancing data-driven decision-making while supporting the evolution of the firm’s wealth platform as a trusted and comprehensive source of business intelligence.

Success in this role requires strong wealth industry knowledge, advanced analytical capability, and the ability to translate data into compelling business narratives for a wide range of audiences.

WHAT YOU WILL DO

Business Intelligence & Strategic Analysis

• Analyze advisor, client, portfolio, operational, and sales data to identify trends, opportunities, risks, and business performance drivers.
• Conduct deep-dive analysis to support strategic business decisions, growth initiatives, advisor engagement strategies, and operational improvements.
• Transform raw data into actionable insights and business recommendations.
• Identify opportunities to improve advisor productivity, client outcomes, operational efficiency, and business growth.
• Leverage advisor and portfolio data to identify growth opportunities, client segmentation strategies, wallet-share opportunities, and advisor engagement insights.
• Develop analytical approaches that move stakeholders beyond understanding “what happened” to understanding “why it happened” and “what should happen next.”
• Translate complex analytical findings into practical business recommendations tailored to Operations, Sales, Advisor, and Executive audiences.

Advisor, Client & Sales Analytics

• Develop meaningful reporting and insights related to:
  • Advisor books of business
  • Client acquisition, retention, and engagement
  • Sales performance and business development activity
  • Portfolio composition, asset concentration, and opportunity analysis
  • Operational effectiveness and service delivery
• Partner with Sales leadership to develop advisor and client intelligence reporting that supports business development, opportunity identification, market penetration, and revenue growth initiatives.
• Support analysis that enables advisors and business leaders to identify opportunities within existing client portfolios and books of business.
• Deliver insights that help stakeholders better understand advisor behavior, client segmentation, business trends, and sales effectiveness.
• Analyze data across multiple business and operational sources to uncover opportunities that may not be apparent through traditional reporting.

Reporting & Decision Support

• Develop, maintain, and enhance dashboards, scorecards, executive reporting, and analytical tools.
• Create reporting solutions that are scalable, intuitive, and tailored to stakeholder needs across the organization.
• Design reporting outputs and insight presentations that effectively communicate findings and recommended actions.
• Partner with Wealth Operations leadership to establish meaningful business metrics, KPIs, and performance indicators.
• Present findings and recommendations to leaders in a clear, concise, and compelling manner.
• Collaborate with stakeholders to continuously improve the usability, relevance, and adoption of reporting solutions.

Stakeholder Partnership

• Build strong relationships across Wealth Operations, Sales, Advisor Support, Technology, and senior business leadership teams.
• Act as a trusted advisor on reporting, analytics, and business intelligence opportunities.
• Gather and translate business requirements into data, reporting, and analytical solutions.
• Partner with stakeholders to understand information needs and ensure reporting outputs support informed decision-making.
• Work collaboratively across teams to enhance the value and impact of analytics throughout the Wealth Advisory business.

Data Governance & Platform Evolution

• Support initiatives to improve data quality, integrity, governance, and reporting consistency.
• Partner with Technology and Data teams to improve data accessibility and reporting capabilities.
• Contribute to the ongoing evolution of the wealth platform as a trusted single source of truth for advisor, client, sales, and operational reporting.
• Help standardize business definitions, performance metrics, and reporting methodologies.
• Support the development of scalable business intelligence capabilities and self-service reporting solutions.

WHAT YOU WILL BRING

• Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Data Analytics, Information Systems, or a related field.
• 7+ years of experience in business intelligence, reporting, analytics, data management, or related business analysis roles.
• Direct experience within wealth management, investment management, asset management, financial advisory services, or financial services is required.
• Strong understanding of advisor business models, client relationships, portfolio structures, and wealth management operations.
• Experience supporting business leaders through data-driven decision-making and strategic business analysis.
• Experience developing dashboards, scorecards, executive reporting, and business intelligence solutions.
• Advanced analytical and problem-solving skills.
• Strong understanding of advisor, client, portfolio, sales, and operational performance metrics.
• Ability to synthesize complex data into practical business insights and actionable recommendations.
• Exceptional stakeholder management, communication, and influencing skills.
• Strong executive-level presentation and storytelling capabilities.
• Ability to translate technical findings into business language for a variety of audiences.
• Experience working with large and complex datasets across multiple source systems.
• Proficiency with Power BI, SQL, Tableau, Snowflake, Databricks, or similar business intelligence and analytics platforms.

This opportunity is for an existing vacancy with the company. Theanticipatedbase salary range for this position is$69,500to $119,500. Exactsalary 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 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.

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.