Operations Analyst

CI Investments Inc.; Burlington; On-site; CAD 55,000 - 95,000; Full time

Benefits offered by this job

Health insurance

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 Investments Inc. is seeking a collaborative professional to join the Special Projects Team in Burlington, ON. You will work with internal Operations Directors and external partners to improve client experience and streamline investment operations.

You will analyze issues, document requirements, test updates, and help deliver priority initiatives. A background in Canadian investment landscape and Excel is required; onsite four days a week; base salary range 55k–95k CAD with potential bonus.

Qualifications

• 3+ years’ experience in the investment, banking or related industries.
• Knowledge of the Canadian investment landscape including accounts and products.
• Intermediate Excel proficiency.
• Professional attitude with strong organization and communication skills.
• Collaborative and able to work independently on priorities.

Responsibilities

• Collaborate with internal Operations Directors to drive efficiency and improve client experience.
• Provide investigative support for production and user acceptance testing environments.
• Investigate, ticket and track issues to resolution.
• Provide status updates to internal teams during resolution.
• Test and validate development updates for expected functionality.
• Document business requirements/specifications with project teams.
• Capture actions from meetings and follow up as needed.
• Undertake project and support tasks and maintain knowledge materials.

Skills

Excel proficiency

Investment knowledge

Communication skills

Team player

Critical thinking

Independent work

Industry courses

Education

Industry courses

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.

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.

• 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

Many of these benefits are subsidized or fully paid for by the company.

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.

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.

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.