Product Analyst, Product Development and Management

CI Financial; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

CI Financial is seeking a Product Analyst for their Product Development team in Toronto. The role involves conducting market research, creating business specifications, and aiding in product development, requiring strong analytical and communication skills, alongside relevant financial education.

Benefits

Recognition & Compensation

Training & Development

Communication & Feedback

Qualifications

• Strong knowledge of CI and Assante product platforms.
• Understanding of advisor practices and communication.
• Research skills and ability to create business specifications.

Responsibilities

• Support product development lifecycle and evaluate improvements.
• Research market trends across distribution channels.
• Assist Product Manager with various initiatives.

Skills

Creative problem-solving

Communication

Investment industry knowledge

Education

Post-secondary degree in finance or accounting

Canadian Securities Course

IFIC Mutual Funds Course

CFP degree

CIM degree

Tools

MS Office (Word, PowerPoint, Excel, Outlook)

Job description

Product Analyst, Product Development and Management

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• A thorough understanding of CI and Assante products to support escalated inquiries is required.
• Research market trends across CI’s distribution channels.
• Create detailed business specifications to support the development of new products or the enhancement of existing ones.
• Assist the 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 or accounting is preferred).
• Canadian Securities Course and/or IFIC Mutual Funds Course and/or other related industry education (e.g., 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.
• A good understanding of advisor practices and the ability to foster open communication with advisors.
• Strong proficiency in MS Office products - Word, PowerPoint, Excel, and Outlook.

WHAT YOU CAN EXPECT FROM US

Our dedication to the Employee Experience at CI aims to support, empower, and inspire our talented team through:

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

Seniority level

• Mid-Senior level

Employment type

• Other

Job function

• Research, Analyst, and Information Technology

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