Product Analyst, Product Development and Management

CI Financial; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

CI Financial is seeking a Product Analyst to join their Product Development and Management team in Toronto. The role involves conducting market research, developing new products, and enhancing existing ones. Ideal candidates will have a background in finance or accounting and relevant industry certifications. CI Financial offers a supportive environment with competitive benefits and opportunities for growth.

Benefits

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

Qualifications

• Degree in finance/accounting preferred.
• Knowledge of investment industry and CI product platforms.
• Strong proficiency in MS Office tools.

Responsibilities

• Conduct research and analysis for new product development.
• Assist Product Manager in the product development lifecycle.
• Create detailed business specifications for new products.

Skills

Problem Solving

Creative Thinking

Communication

Education

Post-secondary degree in finance/accounting

Canadian Securities Course

IFIC Mutual Funds Course

Tools

MS Word

PowerPoint

Excel

Outlook

Job description

Product Analyst, Product Development and Management

Join to apply for the Product Analyst, Product Development and Management role at CI Financial .

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.

Job Overview

We are currently seeking a Product Analyst to join our Product Development and Management team. In this role, the successful candidate is expected to conduct research and analysis to accurately define and assist in the development of new products and the management & enhancements of existing products in the areas of design, pricing, investment strategy, operations, and client experience.

Our team takes great pride in developing and marketing leading investment solutions and platforms for all the retail segments of the Canadian market.

What You Will Do

• Develop a thorough understanding of CI and Assante products to support escalated inquiries.
• Research market trends across CI’s distribution channels.
• Create detailed business specifications to support development of new products or enhancement of existing ones.
• Assist Product Manager throughout the product development lifecycle.
• Identify opportunities for improvements in sales execution.
• Create detailed internal communications to support various product initiatives.
• Review and amend disclosure (legal) / marketing documents associated with assigned products under the guidance of a Product Manager.

What You Will Bring

• Post-secondary degree / education (a major in finance / accounting is preferred).
• Canadian Securities Course and / or IFIC Mutual Funds Course and / or other related industry education (i.e., CFP and / or CIM degrees).
• Solid knowledge of the investment industry, investment funds, and CI and Assante’s product platforms (Managed Money solutions, Corporate Class / T-Series, and CI Prestige).
• Strong creative and problem-solving skills.
• Good understanding of advisor practices and the ability to foster open communication with advisors.
• Strong proficiency in MS Word, PowerPoint, Excel, and Outlook.

What You Can Expect From Us

Our dedication to the Employee Experience at CI is aimed at supporting, empowering, and inspiring our talented team through :

• Recognition & Compensation
• Training & Development
• Communication & Feedback

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 explore the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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.