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.
JOB OVERVIEW
We are currently seeking a Product Analyst to join our Product Development and Management team. In this role, the successful candidate is expected to conduct research and analysis to accurately define and assist in development of new products and the management & enhancements of existing products in the areas of design, pricing, investment strategy, operations and client experience.
Our team takes great pride in developing and marketing leading investment solutions and platforms for all the retail segments of the Canadian market.
WHAT YOU WILL DO
- 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 development of new products or enhancement of existing ones
- Assist Product Manager throughout product development life cycle
- Assist in identifying 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 / accounting is preferred)
- Canadian Securities Course and/or IFIC Mutual Funds Course and/or other related industry education (i.e. 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 products - Word, PowerPoint, Excel and Outlook
- Excellent communication skills
WHAT YOU CAN EXPECT FROM US
Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:
- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback
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.
Top Skills
What We Do
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing
