CI Financial

Verified Job Source

Setting the standard for investment excellence and advice.

Toronto, Ontario

Financial Services

1,001–5,000 people

About

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.

Open positions

Transfer Administrator

On-site · Toronto

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 responsibility of the Transfer Administrator is to ensure the efficient transfer of client account assets either “in kind” or “in cash” to CI Investment Services (CIIS) or from CIIS and doing so in a manner that meets all industry guidelines and…

Business Development Manager

On-site · Toronto

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. Business Development Manager (BDM) is responsible sales and asset retention and brand promotion of all CI Global Asset Management investment products. Acting in partnership with the District Vice President’s, the BDM serves as a sales consultant to t…

Manager, Finance (Wealth)

Hybrid · Toronto

The manager will oversee monthly financial close processes, manage intercompany transactions, and prepare investor reporting packages. They will also partner with corporate development to support acquisition, valuation, and integration activities.

Director, Procurement

Hybrid · Toronto

The Director of Procurement is responsible for developing and implementing company-wide procurement strategies, managing complex sourcing projects, and overseeing vendor lifecycle governance. This role also focuses on mitigating third-party risk, driving cost savings, and enhancing process efficiency through technology and performance metrics.

Director, Internal Controls

Hybrid · Toronto

The Director of Internal Controls is responsible for maintaining and executing internal control frameworks, including ICFR, to ensure organizational integrity and compliance. They act as a strategic advisor to management, overseeing audit projects and leading a team to identify process weaknesses and implement value-added improvements.

Bilingual Senior Compliance Officer, Branch Audit

Hybrid

The successful candidate will conduct branch audits across Canada to identify and address regulatory compliance deficiencies. They will also facilitate professional development training sessions for branch managers and staff to ensure adherence to firm policies and industry regulations.

Senior Compliance Officer

Hybrid · Toronto

The Senior Compliance Officer monitors client account activity to ensure adherence to regulatory requirements and internal policies. They also provide guidance to advisors and branch managers while conducting detailed analysis of trading trends and potential conflicts of interest.

Fund Financial Reporting Analyst

Hybrid · Toronto

The analyst will coordinate and review Fund Financial Reports and Fund Facts to ensure compliance with IFRS and regulatory standards. They will also assist with monthly and quarterly fund disclosures and participate in various ad-hoc projects.

Directeur/directrice du développement des affaires

On-site · Montréal

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. Le directeur ou directrice du développement des affaires (DDA) est responsable des ventes et de la rétention des actifs, ainsi que de la promotion de la marque de tous les produits d’investissement de Gestion mondiale d’actifs CI. Agissant en partena…

Investment Advisor (Kitchener/Waterloo)

Hybrid · Waterloo

Assist with developing financial plans, analyzing client data, recommending investment strategies, and monitoring market trends to keep plans effective. Support client meetings and account reporting, coordinate with wealth professionals, manage administrative tasks, and ensure compliance with regulations and company policies.

Intermediate Accountant

On-site · Toronto

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 motivated and detail-oriented Intermediate Accountant to join our Finance team. This role offers an excellent opportunity to build broad financial reporting and analysis experience within a dynamic and growing organization. You will…

Licensed Administrative Associate

On-site · Cornwall

The Administrative Associate will act as a trusted partner to the Advisor by managing client relationships, scheduling appointments, and maintaining accurate records. They will also support office operations, prepare meeting materials, and assist with business development and marketing initiatives.

Financial Planner

On-site · Vancouver

The Financial Planner will collaborate with advisors and the Wealth Planning Group to produce comprehensive wealth planning reports for high-net-worth clients. They are responsible for building advisor relationships, assessing client needs, and presenting complex financial, tax, and estate strategies.

Tax Manager

Hybrid · Toronto

The Tax Manager is responsible for managing Canadian corporate income tax compliance, tax accounting, and commodity tax matters for the organization. They will also support tax audits, planning initiatives, and coordinate indirect tax processes while partnering with finance and legal teams.

Project Manager, PMO

On-site

Lead medium- to large-scale business and technology projects from initiation through implementation and close-out, managing plans, schedules, budgets, risks, dependencies, and changes. Coordinate cross-functional teams and stakeholders, facilitate governance forums, provide status and executive communications, and ensure delivery aligns with PMO standards and strategic priorities.

Business Development Manager

On-site · Vancouver

The Business Development Manager is responsible for sales, asset retention, and brand promotion of investment products while acting as a sales consultant to financial advisors. They will perform proactive sales campaigns, manage client accounts, and collaborate with the District Vice President to increase market share.

Director, Insurance Operations

Hybrid · Toronto

The Director of Insurance Operations will lead the daily performance and modernization of the Canadian individual life insurance operations function. This includes developing future operating models, improving operational data and technology, and strengthening case ownership and carrier advocacy.

Investment Operations Associate

Hybrid

Manage and strengthen relationships with high-value clients while ensuring superior customer service for all inquiries. Collaborate with internal business units to troubleshoot issues, identify service gaps, and implement process improvements.

Business Processing Associate

Hybrid · Toronto

The Business Processing Associate is responsible for the timely and accurate processing of financial transactions and analyzing trade requests to ensure they are in good order. They also provide prompt service to internal teams, advisors, and third-party institutions while maintaining data integrity.

New Business Coordinator

On-site · Toronto

The New Business Coordinator will manage the end-to-end advisor onboarding process, including registration, account setup, and asset transfers. They will also collaborate with internal stakeholders to ensure operational efficiency and maintain accurate documentation within CRM and workflow systems.