Description

About UsCI Financial is a large global asset and wealth management firm. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms.What You Will Do

• Assist in leading all duties pertaining to implementations that impact Client Services (Planning, Coordination, Oversight, Communication, Presentations, Tracking, Status Reports, etc.)
• Design presentations/status updates to provide to our partners/stakeholders in order to articulate the progress being made around any initiative within our mandate.
• Perform analysis on both structured and unstructured data sets as necessary in order to support initiatives in all capacities required.
• Develop and document procedures and create reference materials for business stakeholders as a result of product enhancements, system implementations and new initiatives where required.
• Produce visuals and presentations to aide in the coordination of projects or providing updates to stakeholders.
• Execute functional user acceptance and regression testing to project completion while ensuring product rules or enhancements meet user needs as documented in the business requirements.
• Support the communication efforts by drafting emails, newsletters, or other materials to keep stakeholders informed about project progress and updates.
• Liaise with applicable business units to ensure clear understanding of the topic in order to effectively develop Client Service knowledge content.
• Utilize tools such as Excel to create reports and presentations based on survey findings and data analysis
• Participate in meetings and brainstorming sessions to contribute ideas for improving processes and achieving project goals.
• Provide administrative support as needed, including scheduling meetings, organizing files, and coordinating logistics for events or workshops.
• Assist other business units or external clients on customer service requests that require extensive research and investigation of client data or documentation through the use of various CI shareholder system technologies
• Ensure all Service Centre employees accesses are properly maintained; co-ordinate with IT if there are any issues/discrepancies

What You Will Bring

• Enrolled in a university-level program with an eligible co-op program.
• Strong interpersonal and communication skills (written and verbal).
• Strong organizational and analytical problem-solving skills.
• Detail oriented.
• Demonstrate time management and multi-tasking skills to meet deadlines.
• Ability to manage sensitive and confidential issues.
• Advanced computer skills and experience with the Microsoft Office suite (Word, Excel, PowerPoint)
• Creative, self-starter, quick thinker and dedicated individual who is eager to put his/her stamp on this job/role.

What We Offer

• Recognition & Compensation
• Training & Development
• Health & Well-being
• Communication & Feedback

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.