CI Financial Investment Analyst Role

CI Financial Corp. • burlington, Canada

Location burlington, halton region
Job Type Full-time
Posted June 07, 2026

Role Description

Join CI Financial in Burlington, Ontario as a Business Analyst, focusing on improving client satisfaction and operational efficiency. Collaborate with teams to investigate solutions for investment operations.
This full-time, fixed-term position with the Special Projects Team is ideal for candidates with over three years of experience in investment services. You will contribute to the Client Experience Team, identifying and resolving issues while ensuring functionality meets business needs. Your ability to communicate and collaborate effectively is key in this fast-paced environment.
Key Responsibilities:
• Drive continuous improvement in operational processes
• Investigate and track issues to resolution
• Collaborate with developers to define specifications
• Document meeting actions and project updates
• Create helpful internal guides and training resources
Requirements:
• 3+ years in related industries
• In-depth knowledge of Canadian investment accounts...

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