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Added 53 mins ago
Conseiller(ère) sénior, Gestion des données de Foundry | Senior Advisor, Foundry Data Management
Rio Tinto
Montreal, QC
Full-time
Help shape trusted commercial data assets that enable advanced analytics and informed business decisions across Rio Tinto.
Added 1 hour ago
Product Manager – Senior - RQ11625
S M Software Solutions Inc
Toronto, ON
Internship
We are seeking an experienced Senior Product Manager with strong expertise in Agile product delivery, enterprise mobile applications, user-centred design, product roadmaps, technical…
Added 1 hour ago
Product Manager – Senior - RQ11625
S M Software Solutions Inc
Toronto, ON
Internship
We are seeking an experienced Senior Product Manager with strong expertise in Agile product delivery, enterprise mobile applications, user-centred design, product roadmaps, technical…
Added 1 hour ago
Product Manager – Senior - RQ11625
S M Software Solutions Inc
Toronto, ON
Internship
We are seeking an experienced Senior Product Manager with strong expertise in Agile product delivery, enterprise mobile applications, user-centred design, product roadmaps, technical…
Added 1 hour ago
Business Analyst - GOAPRDJP000001026
S M Software Solutions Inc
Edmonton, AB
Full-time
…Innovation initiatives. The successful candidate will provide senior-level business and technical analysis, requirements gathering, business process development and re-engineering,…
Added 1 hour ago
Business Analyst - GOAPRDJP000001026
S M Software Solutions Inc
Edmonton, AB
Full-time
…Innovation initiatives. The successful candidate will provide senior-level business and technical analysis, requirements gathering, business process development and re-engineering,…
Added 1 hour ago
Business Analyst - GOAPRDJP000001026
S M Software Solutions Inc
Edmonton, AB
Full-time
…Innovation initiatives. The successful candidate will provide senior-level business and technical analysis, requirements gathering, business process development and re-engineering,…
Added 3 hours ago
GIS Project Manager – ALTO project / Cadence
SYSTRA Canada
Montreal, QC
Full-time
Years of experience: A minimum of 20 years of experience in GIS, spatial data, or data-driven delivery environments is required. A minimum of 5 years of experience in a Project Manager,…
Added 3 hours ago
Senior Product Manager - Digital Credential
GlobalVariable
Toronto, ON
Contract
Product Manager with Mobile application experience.
Added 5 hours ago
GIS Project Manager – ALTO project / Cadence
SYSTRA
Montreal, QC
Full-time
Years of experience: A minimum of 20 years of experience in GIS, spatial data, or data-driven delivery environments is required. A minimum of 5 years of experience in a Project Manager,…
Added 13 hours ago
Principal Forward Deployed Engineer
''
Toronto, ON
Full-time · Other
The FDE Practice Manager is part of the Artificial Intelligence organization and reports to the Vice President, Artificial Intelligence. This role leads the portfolio FDE talent pool and…
Added 1 day ago
Lead Mobile Developer
BIMM
Canada
You are a hands-on lead - a player-coach, not an engineering manager. You will personally write production Swift and Kotlin while setting standards for a small pod, and you will be…
Added 2 days ago
Senior Finance Analyst
TD
Toronto, ON
Full-time
Job Description: The successful candidate for this position will report to the Sr Finance Manager, Protect Platform. This role is accountable for monthly management and performance…
Added 2 days ago
Apps Dev Tech Sr Lead Analyst
Citi
Mississauga, ON
Full-time
We are looking for an experienced Apps Development Group Manager to lead engineering for the Trade Manager Zone (TMZ) platform within the Cash Securities Settlements group, supporting the…
Added 20 days ago
Senior Technical Program Manager
CNN
Ottawa, ON · Kanata, ON
Full-time
As the Technical Program Manager for CNN’s Connected TV Engagement team, you’ll lead execution of the CTV roadmap - translating product goals into certified, high-quality experiences on…
Added 3 days ago
Senior Security Operations Specialist
CDW
Mississauga, ON
Full-time
Monitors and resolving second-level support requests accurately and timely. Escalates unresolved issues to senior team members and/or manager(s)
Added 3 days ago
Senior Data Platform Engineer - Zonda - Toronto, ON
CoStar
Toronto, ON
$140,000 to $170,000 CAD / year
Full-time
Senior Data Platform Engineer: Senior Data Platform Engineer – Zonda – Toronto, ON
Added 4 months ago
General Manager, Retail Media Solutions
St. Joseph Communications
Toronto, ON
SJC Media is seeking a General Manager, Retail Media Solutions who will drive the effort to build Canada’s leading independent Retail Solutions and Commerce Media business within SJC. The…
Added 18 days ago
Senior Manager, SDM eCommerce Fulfillment (20 month contract)
Loblaw Companies Limited
Toronto, ON
Full-time
…customer, store, financial and technical experience. The Sr. Manager works across Store Operations, Finance, Product, Engineering, Merchandising, Analytics, Customer Support and external…
Added 25 days ago
Senior Developer, Dynamics & Power Platform
World Wildlife Fund Canada
Toronto, ON
$82,000 to $88,000 CAD / year
Full-time
The Senior Developer, Dynamics & Power Platform (internally known as Senior Specialist, Dynamics & Power Platforms), implements and troubleshoots systems enhancements, customizations, and…
Added 6 days ago
Distribution Intern, Summer 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
Full-time
…BMO Social Squad student-led activities, BMO Academy learning platform and access to various Employee Resource Groups to further develop your network within…
Added 5 days ago
Senior Business Analyst - AdTech, MarTech & Commercial Futures (Hybrid/Telework)
CBC/Radio-Canada
Toronto, ON · Montreal, QC
Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 3 days ago
Lead, Machine Learning Engineer, GFT
RBC
Toronto, ON
Full-time
As a Senior Manager, AI and ML, you will be working on solving core business problems in compliance (trade surveillance, managing regulatory insights, etc) by leveraging AI and ML to…
Added 4 days ago
Senior Manager, Tokenized Deposits Off-Chain Orchestration / Integration Layer Delivery
TD
Toronto, ON
Full-time
We are looking for a Senior Technology Manager that is passionate about providing useful, working software that will have a real impact on the way our bank does business. The successful…
Added 4 days ago
Senior Manager, Tokenized Deposits On-Chain Orchestration / Integration Layer Delivery
TD
Toronto, ON
Full-time
We are looking for a Senior Technology Manager that is passionate about providing useful, working software that will have a real impact on the way our bank does business. The successful…

CI Financial

Manager, Business Insights & Analytics

Toronto, ON, Canada

Pay: The anticipated base salary range for this position is $69,500 to $119,500.
Job type: Full-time
Experience: 7+ years of experience in business intelligence, reporting, analytics, data management, or related business analysis roles.
Posting language: English
Posted: Sep 15, 2026

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Original 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.

The Manager, Business Insights & Analytics is responsible for transforming advisor, client, portfolio, sales, and operational data into meaningful business intelligence that supports decision-making across the Wealth Advisory business.

Reporting to the SVP of the Wealth Advisory business, and working closely with Operations, Sales, Advisor Support, Technology, and business leadership teams, the incumbent will leverage data from multiple sources to identify trends, opportunities, risks, and performance drivers, translating complex information into actionable insights and recommendations.

This role serves as a key business partner, helping stakeholders better understand advisor practices, client activity, sales performance, portfolio composition, and operational effectiveness. The incumbent will play a critical role in advancing data-driven decision-making while supporting the evolution of the firm's wealth platform as a trusted and comprehensive source of business intelligence.

Success in this role requires strong wealth industry knowledge, advanced analytical capability, and the ability to translate data into compelling business narratives for a wide range of audiences.

WHAT YOU WILL DO

Business Intelligence & Strategic Analysis

Analyze advisor, client, portfolio, operational, and sales data to identify trends, opportunities, risks, and business performance drivers.
Conduct deep-dive analysis to support strategic business decisions, growth initiatives, advisor engagement strategies, and operational improvements.
Transform raw data into actionable insights and business recommendations.
Identify opportunities to improve advisor productivity, client outcomes, operational efficiency, and business growth.
Leverage advisor and portfolio data to identify growth opportunities, client segmentation strategies, wallet-share opportunities, and advisor engagement insights.
Develop analytical approaches that move stakeholders beyond understanding "what happened" to understanding "why it happened" and "what should happen next."
Translate complex analytical findings into practical business recommendations tailored to Operations, Sales, Advisor, and Executive audiences.

Advisor, Client & Sales Analytics

Develop meaningful reporting and insights related to:
- Advisor books of business
- Client acquisition, retention, and engagement
- Sales performance and business development activity
- Portfolio composition, asset concentration, and opportunity analysis
- Operational effectiveness and service delivery
Partner with Sales leadership to develop advisor and client intelligence reporting that supports business development, opportunity identification, market penetration, and revenue growth initiatives.
Support analysis that enables advisors and business leaders to identify opportunities within existing client portfolios and books of business.
Deliver insights that help stakeholders better understand advisor behavior, client segmentation, business trends, and sales effectiveness.
Analyze data across multiple business and operational sources to uncover opportunities that may not be apparent through traditional reporting.

Reporting & Decision Support

Develop, maintain, and enhance dashboards, scorecards, executive reporting, and analytical tools.
Create reporting solutions that are scalable, intuitive, and tailored to stakeholder needs across the organization.
Design reporting outputs and insight presentations that effectively communicate findings and recommended actions.
Partner with Wealth Operations leadership to establish meaningful business metrics, KPIs, and performance indicators.
Present findings and recommendations to leaders in a clear, concise, and compelling manner.
Collaborate with stakeholders to continuously improve the usability, relevance, and adoption of reporting solutions.

Stakeholder Partnership

Build strong relationships across Wealth Operations, Sales, Advisor Support, Technology, and senior business leadership teams.
Act as a trusted advisor on reporting, analytics, and business intelligence opportunities.
Gather and translate business requirements into data, reporting, and analytical solutions.
Partner with stakeholders to understand information needs and ensure reporting outputs support informed decision-making.
Work collaboratively across teams to enhance the value and impact of analytics throughout the Wealth Advisory business.

Data Governance & Platform Evolution

Support initiatives to improve data quality, integrity, governance, and reporting consistency.
Partner with Technology and Data teams to improve data accessibility and reporting capabilities.
Contribute to the ongoing evolution of the wealth platform as a trusted single source of truth for advisor, client, sales, and operational reporting.
Help standardize business definitions, performance metrics, and reporting methodologies.
Support the development of scalable business intelligence capabilities and self-service reporting solutions.

WHAT YOU WILL BRING

Bachelor's degree in Business, Finance, Economics, Statistics, Mathematics, Data Analytics, Information Systems, or a related field.
7+ years of experience in business intelligence, reporting, analytics, data management, or related business analysis roles.
Direct experience within wealth management, investment management, asset management, financial advisory services, or financial services is required.
Strong understanding of advisor business models, client relationships, portfolio structures, and wealth management operations.
Experience supporting business leaders through data-driven decision-making and strategic business analysis.
Experience developing dashboards, scorecards, executive reporting, and business intelligence solutions.
Advanced analytical and problem-solving skills.
Strong understanding of advisor, client, portfolio, sales, and operational performance metrics.
Ability to synthesize complex data into practical business insights and actionable recommendations.
Exceptional stakeholder management, communication, and influencing skills.
Strong executive-level presentation and storytelling capabilities.
Ability to translate technical findings into business language for a variety of audiences.
Experience working with large and complex datasets across multiple source systems.
Proficiency with Power BI, SQL, Tableau, Snowflake, Databricks, or similar business intelligence and analytics platforms.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $69,500 to $119,500. 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 is 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.

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

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 investigate 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 [email protected], or call 416-364-1145 ext. 4747.

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More about this job

Responsibilities

The Manager of Business Insights & Analytics transforms complex advisor, client, and operational data into actionable business intelligence to support strategic decision-making. They are responsible for developing reporting solutions, maintaining dashboards, and partnering with leadership to drive growth and operational efficiency.

Requirements

Candidates must hold a bachelor's degree in a relevant field and possess at least 7 years of experience in business intelligence or analytics within the wealth management or financial services industry. Proficiency in data platforms such as SQL, Power BI, or Tableau is required, along with strong communication and stakeholder management skills.

Skills

Business intelligence
Data analytics
Wealth management
Strategic analysis
Financial reporting
Dashboard development
Stakeholder management
Data governance
Performance metrics
SQL
Power BI
Tableau
Snowflake
Databricks
Executive presentation
Problem-solving

Benefits

Health insurance
Wellness programs
Life insurance
Disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Training reimbursement
Employee savings plan
Corporate discount program
Parental leave top-up program
Paid time off for volunteering

Visa sponsorship

Not detected in the job text

Keywords

Business Intelligence
Data Analytics
Wealth Management
Investment Management
Asset Management
Financial Advisory
SQL
Power BI
Tableau
Snowflake
Databricks
KPIs
Data Governance
Strategic Analysis
Portfolio Analysis
Client Segmentation
Sales Performance
Operational Effectiveness
Dashboarding
Data Visualization
Business Narratives
Stakeholder Management
Financial Services
Reporting
Data Integrity

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