Business Analyst - Private Client

CI Financial•Toronto, ON

2d•Onsite

About The Position

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. We are seeking a Business Analyst to join our Private Client team. This role is ideal for a candidate who thrives at the intersection of finance, technology, and business process improvement. The position combines day-to-day operational support with project-based work and requires close collaboration with business and technology stakeholders to drive efficiency, support regulatory compliance, and enhance the user experience. The successful candidate will leverage data analysis, business analysis, and stakeholder engagement to support the delivery of system, product, and process enhancements. This role also plays a key part in change management initiatives and in identifying opportunities to drive automation and continuous improvement. Developing a strong understanding of Private Client business operations will be essential, as you will act as a trusted partner and subject matter resource, translating business needs into practical, value-driven solutions.

Requirements

Bachelor’s degree in Business, Finance, or a related field, or equivalent work experience
Minimum 2 years of Business Analyst experience within financial services (investment industry preferred)
Demonstrated experience in business analysis, including requirements gathering and process mapping
Strong proficiency in Microsoft Excel
Strong analytical and problem-solving skills with a high level of attention to detail
Excellent communication and stakeholder management skills

Nice To Haves

experience with Power BI and/or SQL is an asset

Responsibilities

Elicit, analyze, and document business requirements to support system and process enhancements
Partner with stakeholders to identify opportunities for process improvement and increased operational efficiency
Collect, organize, and analyze data (primarily using Excel) to generate insights and support decision-making
Manage the intake, prioritization, and resolution of issues and enhancements through Jira or similar tools
Participate in end-to-end project delivery, including requirements gathering, user acceptance testing (UAT), implementation, and post-launch support
Act as a liaison between business and technology teams to ensure alignment and clarity on requirements and solutions
Support complex operational issues and escalations through impact analysis and coordinated resolution
Contribute to reporting, analytics, and audit/compliance activities
Provide ongoing operational support and troubleshooting while identifying opportunities for continuous improvement
Maintain accurate and up-to-date documentation of processes, requirements, and system changes