Strategic Wealth Analytics & Insights Leader

CI Financial; Toronto; On-site; CAD 110,000 - 170,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Savings Plan

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up

Paid time off for Volunteering

Job summary

CI Financial is seeking a Manager, Business Insights & Analytics in Toronto to transform advisor, client, portfolio, and operational data into meaningful BI. You will partner with Operations, Sales, and Technology to deliver dashboards, KPIs, and actionable insights that drive decision-making across Wealth Advisory.

Strong industry knowledge and storytelling with data are essential. The role emphasizes governance, platform evolution, and scalable reporting to empower executives and frontline

Qualifications

• Transform raw data into actionable insights and business recommendations.
• Develop reporting solutions that are scalable, intuitive, and tailored to stakeholders.
• Collaborate with multiple business functions to identify trends and opportunities.

Responsibilities

• Analyze advisor, client, portfolio, and operational data to identify trends and performance drivers.
• Develop meaningful reporting and insights related to books of business, sales, and client activity.
• Present findings and recommendations to leaders in a clear, concise manner.
• Lead the evolution of the wealth platform with data governance and self-service reporting.

Skills

Data analysis

Business intelligence

Dashboard development

Stakeholder management

Analytical storytelling

Education

Bachelor's degree in a quantitative field

Advanced analytics certification

Tools

BI dashboards

Reporting tools

Job description

CI Financial is seeking a Manager, Business Insights & Analytics in Toronto to transform advisor, client, portfolio, and operational data into meaningful BI. You will partner with Operations, Sales, and Technology to deliver dashboards, KPIs, and actionable insights that drive decision-making across Wealth Advisory.

Strong industry knowledge and storytelling with data are essential. The role emphasizes governance, platform evolution, and scalable reporting to empower executives and frontline