CI Investments Inc. is one of the country’s largest investment fund companies. 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.
POSITION: Branch Practice Associate
LOCATION: Toronto, ON (M5L 1E2)
We are currently seeking a Branch Practice Associate to join our Branch & Business Practices team within the umbrella of or Private Client Service group. In this role, the successful candidate is expected to assist in the training, development, implementation and maintenance of Branch process flows and CI and Assante Private Client initiatives, to ensure they are efficient, effective, and well communicated to all staff in the field and head office support staff.
WHAT YOU WILL DO
Responsible for Branch support and training on CI and Assante Private Client technology solutions that include, but are not limited to D1g1t ; Triple A ; Salesforce; PC Web, and new solutions as they are added.
Assist in the creation of training materials. This will include delivering content to Branch staff which includes Senior Service Associates (SSA); Investment Councilor (IC) and Portfolio Managers (PM) through live presentations, webinars and phone training.
Investigate and manage escalated Branch inquiries related to the various technology solutions used by the field and currently supported by the Private Client Service Team.
Provide oversight and maintain knowledge information available to internal staff and Branch employees on resources sites such as SharePoint, AANet (Assante Private Client specific) CI Insider and new resource tools launched.
Test system enhancements and new solutions.
Work as Business Analyst on branch facing initiatives.
Act as a point of contact for receipt of feedback on technology tools used in addition to management of field feedback on operational flows and policy and procedures.
Assist in the development of communications on new initiatives and the subsequent role out of such items that impact the field and Private Client Operational staff. Collaborate with communications team to ensure effective communication around such initiatives.
Collaborate with Product Development and Support to ensure there is awareness around new initiatives that may require Branch Practice involvement and support to the Branches and internal staff; whether product or technology related.
WHAT YOU WILL BRING
Strong written and verbal communication skills is mandatory
5+ years' customer service and/or business analysis experience
2+ years' industry experience
University/College degree would be an asset
Canadian Securities Course, IFIC, PFP and other industry courses would be an asset
Familiarity with process reviews
Knowledge of industry back office practices and/or systems. Specific knowledge of Triple A, PC Web, D1g1t, Salesforce would be an asset
Familiarity with training and/or adult education practices
Demonstrated analytical and creative problem-solving abilities
Comfort in using and learning new software systems
Strong presentation skills required
WHAT YOU CAN EXPECT FROM US
Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:
Recognition & Compensation
Training & Development
Health & Well-being
Communication & Feedback
If you are a passionate, committed and dynamic individual, 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 we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at firstname.lastname@example.org, or call 416-364-1145 ext. 4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.