Setting the standard for investment excellence and advice.
Toronto, Ontario
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.
Hybrid · Toronto
The Investment Analyst will conduct fundamental research on financial institutions, build valuation models, and monitor company developments. Additionally, the role involves identifying opportunities to improve research efficiency through automation, data tools, and AI-enabled workflows.
Hybrid · Toronto
The Business System Analyst will collaborate with business and IT teams to gather, document, and manage requirements for innovative financial solutions. They are also responsible for facilitating stakeholder communication, executing test plans, and ensuring high-quality project implementations.
Hybrid · Toronto
The Manager, Business Insights & Analytics is responsible for transforming complex advisor, client, and operational data into actionable business intelligence to support strategic decision-making. They will develop reporting solutions, dashboards, and analytical insights while partnering with cross-functional teams to drive growth and operational efficiency.
Hybrid · Toronto
The Senior Auditor will execute operational, compliance, and financial audits while performing risk assessments and testing internal controls. They will provide consultative support to business partners to optimize controls and document audit findings for management and the Audit Committee.
Hybrid · Toronto
Provide expert tax, retirement, and estate planning support to financial advisors and the sales team to drive product growth. Create educational content and deliver presentations to ensure materials reflect current legislation and industry trends.
On-site · Toronto
Build and maintain relationships with independent advisors to identify insurance opportunities within their client books. Provide product guidance and case consultations to move insurance applications through to placement.
Hybrid · Toronto
Lead the operational execution of book purchases and M&A initiatives from transaction close through successful integration. Coordinate cross-functional teams to manage integration roadmaps, governance structures, and the M&A operating playbook.
Hybrid · Toronto
The role focuses on enhancing the control environment by developing and testing the Board Approved Internal Audit Plan across operational, compliance, and financial areas. Key duties include executing audit programs, performing risk assessments, and providing consultative support to optimize internal controls.
Hybrid · Toronto
Provides administrative and operational support for financial insurance policies, acting as a liaison between advisors, carriers, and internal teams. Responsibilities include processing policy changes, maintaining accurate records, and ensuring compliance with regulatory standards.
On-site · Toronto
Lead a team of analytics professionals to deliver data-driven insights and strategic recommendations that enhance business performance. Drive the adoption of AI-enabled tools and automation to optimize reporting and decision-making processes.
On-site · Toronto
Develop and implement business plans and sales strategies to increase market share within the Greater Toronto Area. Build consultative relationships with advisors and collaborate with internal teams to execute firm-specific initiatives.
On-site · Toronto
Establish and execute the national strategy for advisor productivity and practice management to accelerate growth across the Wealth Advisory Group. Lead the development of scalable coaching frameworks and support systems to improve advisor success and client experience.
Hybrid · Toronto
The Corporate Branch Manager is responsible for ensuring branch compliance with securities regulatory requirements and internal policies for registered individuals. They oversee account approvals, conduct trade reviews, and manage the ongoing training and supervision of branch staff.
Hybrid · Toronto
The Corporate Branch Manager is responsible for ensuring that all branch business activities comply with securities regulatory requirements and internal policies. They oversee registered individuals, manage account approvals, and conduct regular branch examinations to maintain high standards of compliance.
On-site · Toronto
The specialist will build and maintain relationships with independent advisors to identify insurance opportunities and drive business growth within existing client books. They will provide practical insurance expertise, conduct case consultations, and coordinate with internal specialists to move complex cases forward.
Hybrid · Toronto
The Policy Service Coordinator provides administrative and operational support for financial insurance policies, acting as a liaison between advisors, carriers, and internal teams. They are responsible for processing policy changes, maintaining accurate records, and ensuring compliance with regulatory standards.
Hybrid
The Corporate Branch Manager is responsible for ensuring branch compliance with securities regulatory requirements and internal policies. They oversee registered individuals, approve new accounts, and conduct regular branch examinations to maintain regulatory standards.
Hybrid · Toronto
The specialist provides reconciliation support for financial and non-financial transactions for private client accounts, ensuring accuracy between internal systems and custodians. They are also responsible for resolving account discrepancies and providing high-quality service to internal and external partners.
Hybrid · Toronto
The Transfer Administrator manages the efficient movement of client account assets in cash or in-kind between CI Investment Services and external institutions. This includes processing registered and non-registered transfers, ensuring compliance with industry guidelines, and handling necessary provincial and federal documentation.
Hybrid · Toronto
The specialist will optimize data workflows, manage CI/CD pipelines, and ensure the delivery of high-quality data services. They are responsible for implementing data governance policies and automating processes to improve operational efficiency.
