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 ideal candidate will possess a strong blend of technical expertise, analytical prowess, and business acumen. This role demands a proactive, strategic thinker with a keen eye for detail and the ability to translate complex data into actionable insights. The successful candidate will excel at driving business initiatives forward, collaborating seamlessly with cross-functional teams, and ensuring project success through meticulous analysis, execution, and continuous optimization.
RESPONSIBILITIES:
Requirements Gathering & Documentation
• Collaborate with project managers, BSAs, developers, and technical teams to identify, document, and manage business requirements and specifications.
• Ensure business requirements are complete, correct, consistent, concise, and achievable, securing sign-off from business owners.
• Proactively investigate, understand, and articulate business issues, processes, and opportunities, recommending viable solutions.
• Document new requirements as user stories in JIRA and maintain project documentation in alignment with the JIRA framework.
Stakeholder Engagement & Communication
• Establish and maintain strong partnerships with business users to determine optimal solutions for business and system needs.
• Set stakeholder expectations appropriately and effectively communicate complex concepts to non-technical audiences.
• Organize and facilitate stakeholder meetings, ensuring key actions and decisions are documented and followed up on.
• Act as a liaison between business and IT teams, soliciting input from subject matter experts and ensuring alignment with business goals.
Testing & Quality Assurance
• Support testing phases by developing and executing test plans and test cases to ensure high-quality implementations.
• Verify test output, report critical issues, and coordinate resolutions with relevant teams.
• Ensure thorough documentation of test results and assist in the transition from project implementation to operational support.
Teamwork
• Provide guidance and mentorship to junior Business Systems Analysts, helping them develop their analytical, technical, and communication skills.
• Support knowledge-sharing within the team by contributing to best practices, documentation, and training initiatives.
• Assist junior team members in refining requirements, improving documentation quality, and understanding Agile and testing methodologies.
Qualifications & Skills
• Extensive understanding of financial products, business processes, procedures, and best practices.
• Strong experience in business system analysis, requirements gathering, and documentation.
• Proven ability to recommend and implement business process improvements.
• Hands-on experience with JIRA for backlog management and agile project execution.
• Deep knowledge of agile methodologies and experience working within cross-functional agile teams.
• Expertise in User Acceptance Testing (UAT), including developing and executing test plans to validate functionality against documented requirements.
• Strong focus on quality assurance to ensure successful implementation of solutions.
• Proven ability to lead meetings, facilitate discussions, and communicate effectively with both technical and non-technical stakeholders.
• Strong verbal, written, and presentation skills.
• Strong analytical and problem-solving skills with keen attention to detail.
• Excellent organizational and multitasking abilities to deliver high-quality work under pressure.
• Self-motivated with the ability to work independently and collaboratively as part of a team.
• Experience with information systems and exposure to project management processes.
• Solid business skills with the ability to bridge the gap between technology and business needs.
QUALIFICATION REQUIREMENTS:
Experience
• 5 years of hands-on experience in wealth management and technology solution delivery through full development cycle (requirements gathering, testing and implementation)
Education/Training
• University degree in Computer Science & Mathematics, Commerce & Finance, Engineering, or equivalent industry-related business experience
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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
Top Skills
CI Financial Toronto, Ontario, CAN Office
15 York St, 2nd Floor, , Toronto, Ontario , Canada, M5J 0A3