Business Intelligence Specialist

6 days ago

Toronto, Ontario, Canada CI Financial Full time

CI Financial is a leading provider of global wealth management and asset management advisory services. We are driven by a commitment to delivering high-quality investments and advice to individuals and institutions.

Job Summary

We are seeking a highly skilled Business Intelligence Specialist to join our team. This individual will play a key role in supporting the Sales team at CI Financial by providing actionable insights that drive sales performance and advisor engagement.

The ideal candidate will have 2+ years of experience in data analysis, business intelligence, or sales analytics, preferably within a financial services or B2B environment. They will be proficient in SQL and data visualization tools, with strong analytical skills and attention to detail.

Key Responsibilities
  • Gather, organize, and analyze sales data related to advisor performance, client acquisition, and product adoption to identify trends and opportunities for growth.
  • Develop and maintain regular sales reports and dashboards for sales leadership, focusing on advisor activity, pipeline health, and performance against key metrics.
  • Provide data-driven insights on advisor engagement levels, helping to identify high-potential advisors and optimize sales support strategies.
  • Work with the data engineering team to ensure data accuracy and integrity, performing regular data checks and troubleshooting discrepancies.
  • Perform ad hoc analyses as requested by the sales team or leadership to address specific questions, test hypotheses, and support strategic initiatives.
Requirements
  • Bachelor's degree in a relevant field such as Mathematics, Business, Finance, Economics, Statistics, Data Science, or a related area.
  • 2+ years of experience in data analysis, business intelligence, or sales analytics, preferably within a financial services or B2B environment.
  • Proficiency in SQL and data visualization tools (e.g., Tableau).
  • Strong analytical skills, with a proven ability to interpret data and create actionable insights.
  • Meticulous attention to data accuracy and ability to work with large data sets to ensure data quality.
Benefits
  • Training reimbursement program.
  • Corporate discount program.

CI Financial is an equal opportunities employer and welcomes applications from diverse candidates. If you require accommodations during the recruitment process, please contact us.

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