Business Analyst - Private Client

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. 

We are seeking a Business Analyst to join our Private Client team. This role is ideal for a candidate who thrives at the intersection of finance, technology, and business process improvement.
The position combines day-to-day operational support with project-based work and requires close collaboration with business and technology stakeholders to drive efficiency, support regulatory compliance, and enhance the user experience.
The successful candidate will leverage data analysis, business analysis, and stakeholder engagement to support the delivery of system, product, and process enhancements. This role also plays a key part in change management initiatives and in identifying opportunities to drive automation and continuous improvement.
Developing a strong understanding of Private Client business operations will be essential, as you will act as a trusted partner and subject matter resource, translating business needs into practical, value-driven solutions.

WHAT YOU WILL DO                                                        

• Elicit, analyze, and document business requirements to support system and process enhancements
• Partner with stakeholders to identify opportunities for process improvement and increased operational efficiency
• Collect, organize, and analyze data (primarily using Excel) to generate insights and support decision-making
• Manage the intake, prioritization, and resolution of issues and enhancements through Jira or similar tools
• Participate in end-to-end project delivery, including requirements gathering, user acceptance testing (UAT), implementation, and post-launch support
• Act as a liaison between business and technology teams to ensure alignment and clarity on requirements and solutions
• Support complex operational issues and escalations through impact analysis and coordinated resolution
• Contribute to reporting, analytics, and audit/compliance activities
• Provide ongoing operational support and troubleshooting while identifying opportunities for continuous improvement
• Maintain accurate and up-to-date documentation of processes, requirements, and system changes

WHAT YOU WILL BRING

• Bachelor’s degree in Business, Finance, or a related field, or equivalent work experience
• Minimum 2 years of Business Analyst experience within financial services (investment industry preferred)
• Demonstrated experience in business analysis, including requirements gathering and process mapping
• Strong proficiency in Microsoft Excel; experience with Power BI and/or SQL 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.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. 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 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.

• Strong analytical and problem-solving skills with a high level of attention to detail
• Excellent communication and stakeholder management skills

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.