Product Analyst, Product Development and Management
Top Benefits
About the role
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. WHAT YOU WILL DO
-
A thorough understanding of CI and Assante products to support escalated inquiries is required
-
Research market trends across CI’s distribution channels
-
Create detailed business specifications to support development of new products or enhancement of existing ones
-
Assist Product Manager throughout product development life cycle
-
Assist in identifying opportunities for improvements in sales execution
-
Create detailed internal communications to support various product initiatives
-
Review and amend disclosure (legal)/marketing documents associated with assigned products under the guidance of a Product Manager
WHAT YOU WILL BRING
- Post-secondary degree/education (a major in finance / accounting is preferred)
- Canadian Securities Course and/or IFIC Mutual Funds Course and/or other related industry education (i.e. CFP and /or CIM degrees)
- Solid knowledge of the investment industry, investment funds, and CI and Assante’s product platforms (Managed Money solutions, Corporate Class / T-Series and CI Prestige)
- Strong creative and problem-solving skills
- A good understanding of advisor practices and the ability to foster open communication with advisors
- Strong proficiency in MS products - Word, PowerPoint, Excel and Outlook
- Excellent communication skills
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
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Product Analyst, Product Development and Management
Top Benefits
About the role
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. WHAT YOU WILL DO
-
A thorough understanding of CI and Assante products to support escalated inquiries is required
-
Research market trends across CI’s distribution channels
-
Create detailed business specifications to support development of new products or enhancement of existing ones
-
Assist Product Manager throughout product development life cycle
-
Assist in identifying opportunities for improvements in sales execution
-
Create detailed internal communications to support various product initiatives
-
Review and amend disclosure (legal)/marketing documents associated with assigned products under the guidance of a Product Manager
WHAT YOU WILL BRING
- Post-secondary degree/education (a major in finance / accounting is preferred)
- Canadian Securities Course and/or IFIC Mutual Funds Course and/or other related industry education (i.e. CFP and /or CIM degrees)
- Solid knowledge of the investment industry, investment funds, and CI and Assante’s product platforms (Managed Money solutions, Corporate Class / T-Series and CI Prestige)
- Strong creative and problem-solving skills
- A good understanding of advisor practices and the ability to foster open communication with advisors
- Strong proficiency in MS products - Word, PowerPoint, Excel and Outlook
- Excellent communication skills
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
About CI Financial
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.