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.

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

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. 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
• Fitness membership discounts
• Volunteer Paid Day

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.