Operations Analyst

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

Benefits offered by this job

Health insurance coverage

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Many others

Job summary

CI Financial is seeking a member for the Special Projects Team in Burlington, Ontario. The role focuses on supporting internal and external stakeholders, improving client experience, and managing issues across proprietary systems.

The ideal candidate has 3+ years in investment or banking, knowledge of Canadian accounts and products, and strong Excel skills. A collaborative, proactive approach and the ability to work onsite four days weekly are essential.

Qualifications

• 3+ years’ experience in the investment, banking or related industries.
• Knowledge of the Canadian investment landscape including an understanding of different accounts and products.
• Intermediate Excel proficiency.
• Positive and professional attitude and eagerness to learn and develop new skills.
• Team Player with strong organization and communication skills.
• Proven ability to think critically and strategically when dealing with unique inquiries.
• A demonstrated collaborative approach to solving problems.
• Ability/Flexibility to work independently and prioritize responsibilities.
• Having completed industry courses is an asset.

Responsibilities

• Collaborate with internal Operations Directors to deliver priority initiatives that drive continuous improvement in operational efficiency and elevated client experience.
• Investigative support for Production and User Acceptance Test environments of proprietary systems.
• Investigate, ticket and track issues to resolved state.
• Provide updates with internal teams throughout the resolution process.
• Test development updates to ensure functionality is as expected.
• Interface with Project Teams, developers, and other technical teams to identify, document and manage the business requirements/specifications.
• Document and follow up on important actions and decisions from meetings.
• Undertake project and support tasks as required.
• Write, update and edit internal guides and training materials for our web-based knowledge platform.

Skills

Investment industry

Banking experience

Excel proficiency

Communication skills

Team player

Critical thinking

Collaboration

Independent work

Industry courses

Education

Industry courses

Tools

Microsoft Excel

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.

In this role, the successful candidate will work with an internal team, as well as external parties to investigate and provide solutions to our best-in-class Client Experience Team which is the ‘go to’ for our Investment Advisor clients. As a member of the Special Projects Team, you will apply your existing financial services industry knowledge and understanding of the ACPI business offering and provide support on a variety of investment operations related topics. We are looking for someone who works calmly in a fast-paced environment and can quickly prioritize and organize the delivery of solutions for internal escalations.

This role will join the Special Projects Team within Aligned Capital Partners Inc. (ACPI, a member of CI Financial) in Burlington, Ontario.

What You Will Do

• Collaborate closely with internal Operations Directors to deliver priority initiatives that drive continuous improvement in operational efficiency and elevate the day-to-day client experience
• Investigative support for Production and User Acceptance Test environments of proprietary systems
• Investigate, ticket and track issues to resolved state
• Provide updates with internal teams throughout the resolution process
• Test development updates to ensure functionality is as expected
• Interface with Project Teams, developers, and other technical teams, to identify, document and manage the business requirements/specifications for various projects
• Document and follow up on important actions and decisions from meetings
• Undertake project and support tasks as required
• Write, update and edit internal guides and training materials for our web-based knowledge platform

What You Will Bring

• 3+ years’ experience in the investment, banking or related industries
• Knowledge of the Canadian investment landscape including an understanding of different accounts and products
• Intermediate Excel proficiency
• Positive and professional attitude and eagerness to learn and develop new skills
• Team Player with strong organization and communication skills
• Proven ability to think critically and strategically when dealing with unique inquiries
• A demonstrated collaborative approach to solving problems
• Ability/Flexibility to work independently and prioritize responsibilities
• Having completed industry courses is an asset

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

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 may be 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.

• health insurance coverage
• wellness programs
• life and disability insurance
• retirement savings plans
• paid leave programs
• education-related programs
• paid holidays and vacation time
• many others

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.