CI Financial

Director, Business Analytics and Insights

CI Financial$125K — $150K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in business analytics and intelligence in B2B, preferably financial services
  • Technical degree in Computer Science, Mathematics, Statistics, or similar
  • Proficient in visualization tools like Tableau and Power BI; skilled in Python and SQL
  • Hands-on experience with AI and automation in business solutions
  • Familiarity with cloud services like AWS or Azure and modern data architectures
  • Strong leadership and team management skills
  • Excellent analytical and communication abilities

Responsibilities

  • Lead and manage a team of business analytics professionals
  • Collaborate with business leaders to utilize data for strategic goals
  • Develop relationships with key stakeholders for project alignment
  • Present data insights and recommendations to senior leadership
  • Establish and track KPIs and performance metrics
  • Drive adoption of analytics and AI tools
  • Identify and implement AI use cases for improved analytics
  • Foster innovation through AI experimentation and rapid prototyping
  • Collaborate with technical teams on analytics product development

Benefits

  • Modern HQ location near 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
Full Job Description
CI Financial is seeking a dynamic and visionary leader to join our D&A team as the Director of Business Analytics and Insights. In this pivotal role, you will drive strategic initiatives that enhance business performance and stakeholder engagement by combining strong business partnership, data-driven insights, and practical application of AI-enabled analytics. You will lead a talented analytics team to deliver impactful solutions, identify opportunities to automate and scale insight generation, and ensure analytics capabilities align with our company's goals and values.

Director of Business Analytics & Insights

CI Financial is seeking a dynamic and visionary leader to join our D&A team as the Director of Business Analytics and Insights. In this pivotal role, you will drive strategic initiatives that enhance business performance and stakeholder engagement by combining strong business partnership, data-driven insights, and practical application of AI-enabled analytics. You will lead a talented analytics team to deliver impactful solutions, identify opportunities to automate and scale insight generation, and ensure analytics capabilities align with our company's goals and values.

KEY RESPONSIBILITIES:

  • Team Leadership: Lead and manage a team of business analytics professionals to deliver high-quality insights and actionable recommendations to business stakeholders and partners.
  • Strategic leadership: Collaborate with business leaders and partners to understand priorities, challenges, and opportunities, using data to guide strategies that improve effectiveness, engagement, and outcomes. Develop and manage analytics strategies that provide actionable insights for key stakeholders, focusing on performance tracking, engagement, and growth opportunities.
  • Stakeholder Management: Develop and maintain strong relationships with key stakeholders within the organization to ensure alignment and collaboration on business objectives.
  • Communication skills: Present findings, insights, and recommendations to senior leadership and other key stakeholders in a clear and compelling manner, translating complex data into actionable reports and strategic plans.
  • Performance Management: Establish and track key performance indicators (KPIs) and relevant metrics to measure business performance, engagement, and operational activities. Continuously monitor, create dashboards, and report on these metrics, providing actionable insights to optimize outcomes.
  • D&A and AI Transformation: Drive the adoption of analytics, automation, and AI-enabled tools that enhance data accessibility, visualization, reporting, and decision support. Work closely with IT and D&A functions (i.e. data engineering, data governance, data operations) to ensure high data quality, appropriate controls, and compliance.
  • AI Enablement and Innovation: Identify, prioritize, and help implement AI use cases that improve business analytics, automate manual reporting, accelerate insight generation, and support more proactive decision-making across stakeholder groups and business partners.
  • Continuous Improvement: Continuously identify opportunities for process improvement, automation, and innovation within the analytics function, including ways to use AI to reduce manual effort and improve speed, consistency, and quality of insights.
  • Technical Expertise: Stay abreast of industry trends, emerging technologies, and best practices in business analytics, AI, automation, and data products.
  • AI Experimentation & Rapid Prototyping: Foster a culture of innovation by actively exploring emerging AI technologies, analytics tools, and automation capabilities. Roll up your sleeves to rapidly prototype, test, and validate new ideas, translating promising concepts into practical business solutions and scalable capabilities.
  • Platform & Solution Development: Partner with technical teams and, where appropriate, directly contribute to the development of analytics products, AI-enabled tools, web applications, and user-facing solutions that improve access to data, insights, and decision support.


Qualifications
  • 7+ years of experience in business analytics and business intelligence within a B2B environment, ideally in financial services or asset management.
  • Technical degree in Computer Science, Mathematics, Statistics, or related field.
  • Proficiency in data visualization tools (e.g., Tableau, Power BI), statistical software (e.g., Python), and CRM platforms (e.g., Salesforce); with a strong working knowledge and understanding of SQL.
  • Demonstrated curiosity and hands-on experience evaluating, prototyping, and applying emerging AI, automation, and productivity technologies to solve business problems and drive innovation.
  • Experience with cloud platforms (e.g., AWS, Azure) and modern data architectures.
  • Exceptional leadership and people management abilities, with a focus on fostering a collaborative and results-driven team culture.
  • Excellent analytical, problem-solving, and decision-making skills
  • Effective communication and stakeholder management skills, capable of conveying complex data and insights to executive teams, business leaders, and partners.


Preferred Qualifications
  • Experience developing user-facing analytics products, including web applications, AI-enabled tools, portals, or self-service solutions using technologies such as React, Streamlit, Power Apps, or equivalent frameworks, is an asset.
  • Knowledge of asset management, financial services, or wealth management industries, with an understanding of business partner needs, engagement models, and product priorities.
  • Experience leading AI-enabled analytics initiatives or partnering with technical teams to translate business needs into practical AI solutions.


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.

About CI Financial

CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
Learn more about CI Financial
Size
1,793 employees
Market Cap
$1.7 billion
Industry
NASDAQ

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