104 Business Intelligence Analyst jobs in Toronto

**Work Location:**
Toronto, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
Analytics, Insights, & Artificial Intelligence
**Pay Details:**
$76,800 - $115,200 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
We are seeking a skilled Microsoft Power Platform / Business Intelligence Developer to design, develop, and maintain dashboards and reports using Microsoft Power Platform tools (Power BI, Power Automate, Power Apps and SharePoint (Lists).
The developer will be responsible for analyzing data sources, building data models, creating DAX formulas, and delivering intuitive dashboards and data visualizations that support business decision-making.
**Key Responsibilities:**
+ Develop and maintain Power BI dashboards and reports with advanced DAX calculations
+ Automate workflows and notifications using Power Automate to streamline processes.
+ Integrate and transform data from multiple sources into PowerBI for analysis and visualizations.
+ Collaborate with business stakeholders to understand requirements and deliver effective BI solutions.
+ Ensure data quality, consistency, and governance in alignment with enterprise standards.
+ Provide technical expertise on BI systems, database administration, data modelling, and data integration
+ Optimize dashboards and reports for performance, scalability and user adoption.
**CUSTOMER**
+ Produce specialized reporting packages, dashboards and scorecards for businesses, with focus on understanding objectives and delivering insights for: (1) product design and development; (2) customer engagement; (3) account management; and (4) business decision making.
+ Use various methodologies to rapidly generate impactful interactive visualizations or tools.
+ Lead the implementation of initiatives in support of overall business/function strategy.
+ Conduct analysis to provide enhanced BI to inform management leadership team.
+ Create complex and comprehensive BI reporting packages and dashboards utilizing data infrastructure, localized DataMart's and external data sources and transform into visual stories using appropriate systems to support client objectives.
+ Identify and propose data presentations to meet evolving business's needs; utilize various technology/ applications/ methodologies to rapidly generate impactful visualizations.
+ Build basic layouts and templates to be utilized by internal partners.
+ Validate the quality and integrity of the data included in the Reporting Packages and Dashboards
+ Develop meaningful and insightful commentary/ insights on new and existing reporting packages.
+ Work with business partners to understand business objectives and develop value-added reporting and provide ad-hoc data extracts.
+ Adopt, implement and effectively evolve report automation and/or visualization standards.
+ May as a subject matter expert, to provide advisory or consultative services for supported colleagues and/or businesses regarding multi-format data visualization techniques
**SHAREHOLDER**
+ Adhere to enterprise frameworks or methodologies that relate to activities for our business area.
+ Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate.
+ Ensure business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
+ Participate in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations.
+ Conduct internal and external research projects; support the development/ delivery of presentations / communications to management or broader audience.
+ Conduct meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices.
+ Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist.
+ Lead / facilitate and/or implement actions / remediation plans to address performance / risk /governance issues.
+ Actively manage relationships within and across various business lines, corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements.
+ Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.
**EMPLOYEE / TEAM**
+ Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest.
+ Provide thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit.
+ Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques.
+ Participate in personal performance management and development activities, including cross training within own team.
+ Keep others informed and up to date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities.
+ Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
+ Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships.
+ Contribute to a fair, positive and equitable environment that supports a diverse workforce.
+ Act as a brand ambassador for your business area/function and the bank, both internally and/or externally
**BREADTH & DEPTH:**
+ Work independently as the senior analyst / subject matter expert and may provide technical support to others.
+ Requires advanced knowledge of reporting and BI platforms, tools and techniques, and ability to effectively leverage it to support diverse reporting and BI functions.
+ Considered a subject matter expert within a given area.
+ Expert knowledge of all main data sources for the data used within the business unit and ability to effectively utilize these data sources for reporting purposes.
+ Experienced professional role providing specialized data visualizations to support business needs.
+ May be expected to have a knowledge of broader enterprise reporting platforms and data sources and ability to integrate data across the enterprise.
+ May be expected to present to senior management or executives.
+ Oversee and/or independently perform tasks from end to end.
+ Generally, focus on broad range of moderately complex issues that may span from short to medium term (e.g. monthly-quarterly),
+ Generally, reports to a Senior / Manager role
**EXPERIENCE AND / OR EDUCATION**
+ Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience or
+ 3+ year of relevant experience; higher degree education and research tenure can be counted.
+ 5+ years of hands-on experience with PowerBI, including developing complex DAX formulas.
+ Proven experience in building interactive dashboards and data visualizations.
+ Strong knowledge of Power Platform components: PowerBI, Power Automate, Power Apps and SharePoint.
+ Solid understanding of business intelligence concepts, data warehousing and ETL processes.
+ Proficiency in data modelling, database management and SQL
+ Excellent problem-solving and analytical skills
+ Strong communication skills to engage with business stakeholders and translate requirements into technical solutions.
+ Proven track record of delivering automation and dashboard solutions that enhance operational efficiency and decision-making.
+ Knowledge of data governance, security and compliance best practices.
+ Microsoft Power Platform Development Certifications.
+ Familiarity with Agile/Scrum methodologies.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

**Role summary**

We’re looking for a business‑minded analyst who turns data and processes into measurable outcomes. You will partner with stakeholders to define problems, design insight‑rich Power BI solutions, and identify/implement AI and automation opportunities (e.g., Power Automate/RPA, copilots) that improve productivity, quality, and decision making. You’ll combine requirements discovery, data modeling, and change management to deliver solutions that users love and the business trusts.

**Position responsibilities**

- Identify automation candidates; design and implement workflows using Power Automate (cloud & desktop) or RPA platforms (e.g., UiPath/Automation Anywhere). Monitor runs, handle exceptions, and quantify hours saved.
- Collaborate with IT and business teams to implement automation workflows using tools like Power Automate and custom scripts.
- Identify opportunities to apply automation to business processes.
- Run demos, UAT, and production cutovers; set up monitoring and incident playbooks.
- Work within Agile/Scrum ceremonies and contribute to quarterly roadmaps and ROI reporting.
- Identify opportunities and collaborate with IT and business teams to implement AI agents using tools like Copilot.
- Prototype and productize AI-assisted solutions (e.g., M365/Power Platform Copilot, prompt flows, semantic search, classification/extraction) with clear guardrails for privacy, fairness, and data security.
- Draft prompt patterns and evaluation criteria; tune for quality and cost; document responsible use considerations.
- Evaluate tactical vs. strategic use cases for AI and recommend scalable solutions.
- Design, build, and maintain interactive dashboards and reports in Power BI.
- Integrate data from various sources including Databricks, SAP, and Excel.
- Design semantic models (star/snowflake), build performant datasets (Power Query/M), author DAX measures, and publish governed reports/dashboards to the Power BI Service.
- Implement RLS/OLS, certify datasets, and apply governance standards (naming, lineage, sensitivity labels).
- Source and prepare data from systems like SQL, SharePoint/OneDrive, Dataverse, ERP/CRM, or datalake (e.g., Microsoft Fabric/Azure Synapse). Collaborate with data engineers on pipelines and data quality.
- Interpret data with various levels of problem solving and demonstrate ability to tell a story of the results.
- Design reporting and metrics; provide analysis that drives action/resolution.
- Present findings that drive understanding, alignment, and informed decision making.
- Complete special projects and ad hoc requests as required

**Cross-functional / General Responsibilities**

- Facilitate discovery workshops, map current/future processes, write user stories and acceptance criteria, and maintain a prioritized backlog.
- Identify problems and opportunities, recommending solutions.
- Participate in problem resolution that improves business processes.
- Accommodate internal and external customer requests.
- Partner across functions and with various levels within the organization.
- Design business processes and recommend improvements.
- Exercise judgment in financial, operational or transactional analysis to identify and help resolve issues.
- Provide team guidance and training support.
- Summarize and communicate recommendations to leadership.
- Demonstrate ability to work both independently and in a cross-functional team.
- Work across geographies and cultures.
- Practice influence and peer collaboration; get work done through others.
- Escalation contact for internal and external partners.
- Exemplify values of Integrity, External Focus, Broad-mindedness, Agility, Leadership, and Results while creating a vibrant culture.
- Create release notes, user guides, and bite-size training for different audiences. Collect feedback, iterate, and drive adoption KPIs.

**Position Qualifications**

- Bachelor’s degree in Data science, Computer Science, or Business Analytics with a specialization or coursework in Artificial Intelligence, Automation Technologies, and Business Intelligence Tools (e.g., Power BI).and/or 2-3 years related business experience required
- Strong communication skills, written and verbal
- Able to work independently under limited supervision
- Prioritize multiple activities simultaneously
- Ability to lead change in an ambiguous and dynamic business environment
- Highly organized and detail oriented
- Practical prompt design, evaluation basics, and awareness of responsible AI (privacy, bias, security).
- Ability to translate between business and technical teams; excellent writing and presentation.
- Demonstrates critical thinking skills
- Proficient PC skills (Microsoft Office) including Word, Excel, PowerPoint, Outlook, and Access
- Knowledge of Visual Basic for Applications (VBA), Structured Query Language (SQL), Microsoft Power Apps and Power BI

**Our Modern Workplace:**

Conagra’s culture of collaboration enhances our ability to meet critical business goals, deliver value to customers and consumers and provide you with the flexibility you need to achieve a better work-life balance. We carefully consider each role and how often each team member needs to collaborate in person. This position requires you to work from our Mississauga office 3 days a week.

SF: LI

#LI-Hybrid

**Compensation:**

Pay Range:$62,000-$91,000

*The annual salary listed above is the expected offering for this position. An employee’s actual annual salary will be based on but not limited to: location, relevant experience/level and skillset, while balancing internal Conagra employees’ equity. Conagra Brands will comply with applicable law regarding minimum salaries for exempt employees.*

**Our Benefits:**

We care about your total well-being and will support you with the following, subject to your location and role:

- Health: Comprehensive healthcare benefits, mental wellbeing support and wellness spending account
- Wealth: Great pay, bonus incentive opportunity, wealth accumulation program and access to discounts
- Growth: Career development opportunities, employee resource groups, on-demand learning and tuition reimbursement
- Balance: Paid-time off, flexible work-schedules, Employee & Family Assistance Program and volunteer opportunities

**Our Company:**

At Conagra Brands, we have a rich heritage of making great food. We aspire to have the most impactful, energized and inclusive culture in food. As a member of our 18,000+ person team across 40+ locations, you are empowered to reach your potential, make an impact and own your career. We're in the business of building champions – within our people and our iconic brands like POGO®, VH Sauces® and Orville Redenbacher®.

Our focus on innovation extends beyond making great food, it also reflects our commitment to embracing new solutions that positively impact our team, the communities we serve and the health of our planet. Foodies Welcome.

Conagra Brands is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or any other protected factor. Conagra is committed to working with and providing accommodation to individuals with disabilities. If you need special assistance or an accommodation while seeking employment, please email We will make a determination on your request for accommodation on a case-by-case basis.

Job Description

Job Description

Making smart business decisions takes more than accurate data and sound projections; it takes a bold and insightful analyst who is able to see what others miss.  If you’re looking for a place where your careful analysis will have value and impact, look no further. Since 1962, Maritime Ontario ( has been providing exceptional transportation service all across Canada. Currently operating from Vancouver to Newfoundland, we have over 5000 customers who have come to trust Maritime Ontario; by providing innovative solutions that virtually eliminate loss and damage, we’ve become a leader in Canadian transport. In order to continue in that mission, we’re looking to add a new member to our team: a smart, resourceful analyst who can transform data into diverse and optimized business strategies. That’s where you come in; In this brand-new role, you’ll oversee the process and tools we use to make key business decisions. Using a data-driven approach, you’ll ensure that our executive team has clear options that include risk and opportunity profiles. Working with our BI platform will include equal parts management and optimization. While our current platforms and dashboards are adequate, an early focus of this role will involve modernizing our approach to data. Most importantly, your work will help us see our business in new ways; by combining clear communication skills with insightful analysis, you’ll make unique and valuable contributions to the business in the short and long-term. Here’s some of the things you’ll be working on day-to-day:  * Management, organization and upkeep of current Crystal Reports repository * Leading initiatives on data warehouse and ETL * Ensuring data accuracy/relevance * Data modelling/visualization * Modernizing data output/dashboards * Supporting development/implementation of standards, policies, procedures and solutions that mitigate risk and maximize service and efficiency * Providing Technical Leadership and expertise for a self-service BI eco-system * Engaging the executive team with business insights that identify revenue and growth opportunities * Creating BI reporting packages, utilizing data infrastructure, localized databases and external data sources  Key Competencies: * Ability to learn quickly, promote a positive team environment, and exceed expectations with minimal supervision * Detail-oriented with excellent organization skills and the ability to effectively manage work under tight timelines and changing priorities Working with Maritime Ontario;  This is a full-time, permanent, remote position, with standard office hours between 8am and 5pm. In addition to a competitive starting salary, you’ll receive a benefits plan and three weeks’ vacation.    One thing that sets Maritime Ontario apart is our investment in employee learning and advancement. You’ll have opportunities to learn not only about transportation and the logistics industry, but many different facets of business analysis. If you put in the work, you’ll have plenty of opportunities to advance as well. We’re serious about taking our staff as far as they’re able to go. Throughout the pandemic our team has proven its tenacity and resilience. Given the new demands being placed on transportation services, and our ownership of buildings and other key assets, we’ve been able to push through problems and succeed. Today, we are positioned better than ever in our marketplace. Qualifications; * 5+ years in business intelligence management * Strong proficiency in SQL * Working knowledge of Enterprise Data Warehouses, DOMO platform preferred * Strong conceptual, analytical and problem-solving skills * Ability to present clear, data-driven options and recommendations * Proven ability to manage deadlines and adapt to changing priorities Assets; * Experience with Trimble TruckMate * Experience in the Transportation sector an asset How to Apply;   Our online application will give you the option to apply to this role as a complete person – not just a resume. The application will assess your qualifications, personality traits and workplace preferences, and should take 10 to 15 minutes to complete. After submitting, you'll receive an email inviting you to log in and view your assessment results.  We strive to build a team that reflects the diversity of the community we work in and encourage applications from traditionally underrepresented groups such as women, visible minorities, Indigenous peoples, people identifying as LGBTQ2SI, veterans, and people with disabilities.  We will review applications, with priority given to those who have completed the assessment and look forward to hearing from you.

Job Description

Job Description

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. 

We are currently seeking an agile Client Reporting Analyst to join our Client Reporting team. The Client Reporting Analyst will help establish cohesion between business units, IT stakeholders and end users through management of the end-to-end process of creating and distributing reporting documents. The individual will be responsible for establishing and maintaining trust in the quality and timeliness of deliverables through the analysis of client reporting requirements, implementation of process controls and facilitation of acceptance testing. This will be achieved through an ongoing review and support of processes involved in the cyclical reporting process and enhancements to due regulatory changes and/or product updates.

WHAT YOU WILL DO

• Ensure timely delivery of client reporting documents based on regulatory requirements and client expectations
• Conduct cyclical statements/CRM2 reports/trade confirms/tax packages run and testing
• Handle production enhancements/fixes related to all client reporting documents or tools
• Act as a subject matter expert, providing insights and resolving issues; pro-actively identify opportunities for improvements in both business processes resulting from ongoing support provided to the line of business
• Work collectively with IT and Business units to represent Client Reporting for enhancements, regulatory changes and new product offerings
• Work collectively with the various stakeholders to implement production enhancements or resolving issues
• Collaborate with IT project teams and business units to collect, and translate business requirements into documentation
• Prepare business requirements and mock-ups as needed
• Ensure requirements are clearly, accurately and thoroughly documented and understood
• Conduct gap analysis on business requirements and documents provided by IT and the Business while communicating the needs of from a Client Reporting perspective
• Pro-actively identify opportunities for improvements in client reporting process, knowledge, and efficiencies
• Coordinate activities and conducting meetings related to production support and issues  
• Responsible for user acceptance and testing of all client reporting documents ensuring product rules or enhancements meet user needs as documented in business requirements
• Develop and document procedures and create reference materials for as a result of product enhancements, regulatory changes and new initiatives
• Monitor the Team inbox and provide research-based support to other departments on client reporting related inquiries
• Other duties as assigned

 WHAT YOU WILL BRING

• Previous Business Analyst experience an asset 
• Post Secondary Education
• Canadian Securities Course or IFIC Operations Course an asset 
• Working knowledge of CI products, Private Client or Assante back office processes an asset
• Strong knowledge of User Acceptance testing (UAT); proven ability to create extensive test plans that confidently tests functionality being implemented against documented requirements
• Excellent analytical capabilities are required along with a strong focus on attention to detail
• Excellent organizational skills, capable of multitasking and the ability to deliver high quality work under pressure
• Excellent written, verbal and presentation skills. You are to effectively communicate project status, and dependencies to stakeholders
• Strong problem-solving skills with the ability to address issues and obstacles that may impede project progress. Proactive identification and resolution of project risks and impediments
• Ability to adapt to changing priorities and deadlines with strong time management skills
• Strong knowledge/understanding of various software skills: (Microsoft, Excel, JIRA, eCISS, Triple A, RPM SSUI/AUI)
• Self-starter and self-motivated
• Strong relationship building skills
• Able to work independently and in a team setting
• Ability to “think outside of the box”
• Excellent and proven time management skills

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.  

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.  

WHAT WE OFFER 

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering 

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

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 provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747. 

Job Description

Job Description

JENNY BIRD is a leading jewelry and lifestyle brand known for its lightweight, statement jewelry. We are on a mission to uplift and inspire through thoughtful creation. As a fast moving business with direct-to-consumer, wholesale, and major department store channels, we keep customer experience at the core. We value our partnerships and are committed to strengthening our relationships with boutiques and major retailers. Inspired by our customers, we consciously strategize how we can exceed our five star shopping experience.

The Opportunity:

We are looking for a driven, collaborative Sr. Financial Reporting Analyst to join our team! In this role, you will report into our Director, Finance and work closely with the Finance team including our Sr. Manager of Financial Reporting. You will support the team in day-to-day bookkeeping, month-end financial close processes & reconciliations, dashboard reporting and providing analysis over financial reporting metrics. Your support will be crucial to support the growth of our company. 

You are perfect for this role if you consider yourself detail oriented and organized, and if you are a creative thinker that is interested in joining a dynamic and growing team.

Key responsibilities of the role include:

• Complete bank and credit card reconciliations at month-end.
• Review Amazon, Afterpay, and Shopify payout reports and resolve any discrepancies that arise.
• Reconcile gift card balances at month-end.
• Prepare manual journal entries including accruals, prepaids, depreciation, and intercompany transactions.
• Prepare commission statements and commission accruals
• Enter complex invoices periodically throughout the month. 
• Prepare balance sheet reconciliations at month-end.
• Prepare and review reports weekly to support cash flow management.
• Assist with the preparation of period-end variance analysis. 
• Support AP AR Specialists on their tasks. 

Qualifications:

• 3-5 years experience in financial reporting 
• Proficiency in account software preferred (Netsuite)
• High level of accuracy and attention to detail
• Excellent time management & multitasking skills; you have held positions with multiple demands that shift daily and are able to prioritize effectively
• Attention to detail & attentiveness
• Strong communication skills for collaborating with multiple teams
• Problem-solving mindset and ability to work independently
• Previous experience with managing AR and AP cycles preferred
• You have the integrity to hold private information in strict confidence, and you have the intelligence to understand which information can be disclosed to which stakeholder when necessary
• Must be located in Toronto or the GTA

Don’t sweat it if you don’t have everything listed above. We believe in growth and curiosity. If you have some of these qualities and are excited about this opportunity, then we want to hear from you!

Team Member Expectations:

We are looking for a compassionate and reliable individual who will lead with empathy, inspire their teammates with a strong work ethic, and support the growth of their peers through establishing relationships built on trust and respect.

As a brand, we have seen incredible growth and success through our team’s proactiveness, curiosity, and desire to learn while building. We look for team members who embody these traits and have the confidence and comfortability to collaborate laterally, communicate ideas effectively, and support the company’s goals.

Location:

We have flexible working arrangements for the team. Currently, our team is working in-office 2 days a week and remotely the remaining days. 

Perks:

• 3-weeks vacation + 3 float days + Summer Fridays (we close the office early at 1 pm)
• Your birthday off!
• A comprehensive benefits program + health care spending account
• Parental Leave Top-Up
• Perks on JENNY BIRD products! 

The Interview Process

1. Phone screen
2. Remote Skills Assessment
3. In Person interview 
4. Conduct References 
5. Offer

JENNY BIRD does not discriminate in hiring or terms and conditions of employment because of an individual’s race, ancestry, colour, place of origin, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, family status or marital status, or any other protected category recognized by provincial or federal laws.

Should you require any accommodation, please inform us and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats or to report any accessibility problems, please share in your application or email.

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Job Description

Job Description

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:

• Performance Calculation:
  • Validate reasonability of portfolio performance calculations, including time-weighted and money-weighted returns, attribution analysis, and risk-adjusted measures.
  • Validate data inputs and outputs to ensure accuracy and compliance with industry standards.
  • Reconcile performance results with custodians, third-party providers, and internal systems.
• Reporting & Analysis:
  • Prepare and distribute performance reports for clients, advisors, and management, ensuring clarity and alignment with organizational objectives.
  • Conduct detailed performance attribution and contribution analysis to identify drivers of portfolio performance.
  • Support ad-hoc analysis requests to provide insights for client reviews, business development, or regulatory reporting.
• Process Improvement:
  • Collaborate with Technology and other Operations teams to enhance performance calculation methodologies and streamline workflows.
  • Identify and implement automation opportunities to improve efficiency and reduce errors.
  • Provide recommendations for updates to performance databases, ensuring data integrity and consistency.
• Compliance & Standards: Ensure performance calculations and reporting adhere to regulatory requirements and internal policies.
• Stakeholder Collaboration:
  • Work closely with portfolio managers, advisors, Client Experience teams, Technology, and other Shared Services teams to address performance-related inquiries.

What You Will Bring:

• Bachelor’s degree in Finance, Economics, Mathematics, or a related field.
• 3+ years of experience in performance measurement, investment analysis, or a similar role within wealth management or financial services.
• Strong understanding of investment performance methodologies, attribution analysis, and risk metrics.
• Advanced Excel skills (pivot tables, VLOOKUP, macros, etc.) and familiarity with data analysis tools.
• Experience with performance reporting tools (e.g., FactSet, Morningstar, Bloomberg, or similar) is an asset.
• Excellent analytical skills with a keen attention to detail and accuracy.
• Excellent communication skills to present complex data clearly to diverse audiences.
• Ability to work independently and collaboratively.  
• Ability to prioritize tasks and manage deadlines in a high-volume, fast-paced environment.

Working Conditions:

• Work Environment : Office setting or hybrid (if applicable).
• Hours : Standard business hours, with flexibility as needed.
• Travel : Minimal, based on business needs.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER

· Modern HQ location within walking distance from Union Station

· Equipment Purchase Program

· Training Reimbursement

· Paid Professional Designations

· Employee Share Purchase Program (ESPP)

· Corporate Discount Program

· Enhanced group benefits

· Parental Leave Top–up program

· Fitness membership discounts

· Volunteer paid Days

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

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 provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.

Job Description

Job Description

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.

The Performance Reporting Analyst, Operations is responsible for supporting the calculation, analysis, and reporting of investment performance for clients across the CI Wealth lines of business. This role ensures accurate and timely performance data, provides insights to support client reporting, and collaborates with internal teams to enhance performance measurement processes.

WHAT YOU WILL DO

• Performance Calculation:
  • Validate reasonability of portfolio performance calculations, including time-weighted and money-weighted returns, attribution analysis, and risk-adjusted measures.
  • Validate data inputs and outputs to ensure accuracy and compliance with industry standards.
  • Reconcile performance results with custodians, third-party providers, and internal systems.
• Reporting & Analysis:
  • Prepare and distribute performance reports for clients, advisors, and management, ensuring clarity and alignment with organizational objectives.
  • Conduct detailed performance attribution and contribution analysis to identify drivers of portfolio performance.
  • Support ad-hoc analysis requests to provide insights for client reviews, business development, or regulatory reporting.
• Process Improvement:
  • Collaborate with Technology and other Operations teams to enhance performance calculation methodologies and streamline workflows.
  • Identify and implement automation opportunities to improve efficiency and reduce errors.
  • Provide recommendations for updates to performance databases, ensuring data integrity and consistency.
• Compliance & Standards:
  • Ensure performance calculations and reporting adhere to regulatory requirements and internal policies.
• Stakeholder Collaboration: 
  • Work closely with portfolio managers, advisors, Client Experience teams, Technology, and other Shared Services teams to address performance-related inquiries.

WHAT YOU WILL BRING

• Bachelor’s degree in Finance, Economics, Mathematics, or a related field.
• Experience in performance measurement, investment analysis, or a similar role within wealth management or financial services is an asset.”
• Strong understanding of investment performance methodologies, attribution analysis, and risk metrics.
• Advanced Excel skills (pivot tables, VLOOKUP, macros, etc.) and familiarity with data analysis tools.
• Experience with performance reporting tools (e.g., FactSet, Morningstar, Bloomberg, or similar) is an asset.
• Excellent analytical skills with a keen attention to detail and accuracy.
• Excellent communication skills to present complex data clearly to diverse audiences.
• Ability to work independently and collaboratively.  
• Ability to prioritize tasks and manage deadlines in a high-volume, fast-paced environment.

WORKING CONDITIONS

• Work Environment : Office setting or hybrid (if applicable).
• Hours : Standard business hours, with flexibility as needed.
• Travel : Minimal, based on business needs.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced Group Benefits
• Parental Leave Top–Up Program
• Fitness Membership Discounts
• Paid Volunteer Day

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

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 provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.