Job Description
At CI, we see a great place to work as a safe place for everyone to have a voice, where employees are empowered to take ownership over meaningful work, and can grow through challenging projects. We are hiring a full‑time BI Associate to join our growing team in Burlington, ON, within Aligned Capital Partners Inc. (ACPI), a member of CI Financial.
Responsibilities
- Review and approve execution of trading and operational corrections while minimizing risk exposure to the firm
- Liaise with advisors and Client Experience teams
- Liaise between ACPI advisors and CI back‑office in executing instructions
- Responsible for pro‑statement tracking and maintenance
- Provide reporting to various team members and functional units within the organization
- Provide functional feedback to assist in evolving the platform
- Optimize and document enhanced processes
- Acquire a thorough understanding of the many functional areas of...