Analyst, Business Analytics and Insights

This position will support the Sales team at CI Financial by delivering insights that help optimize sales performance and advisor engagement in a B2B environment. The individual will be responsible for gathering, analyzing, and reporting data to support strategic decisions that drive advisor effectiveness and strengthen relationships with end clients.

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.
• Strong written and verbal communication skills, with the ability to present findings in a clear and impactful way for business stakeholders.
• Proactive problem-solver with the ability to think critically and provide data-driven solutions.

Benefits

• health insurance coverage
• wellness programs
• life and disability insurance
• retirement savings plans
• paid leave programs
• education-related programs
• paid holidays and vacation time
• many others