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.
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
The Director of Business Analytics and Insights will lead a team to deliver actionable data-driven insights and strategic recommendations to business stakeholders. They will also drive the adoption of AI-enabled tools and automation to optimize business performance and decision-making processes.
On-site · Toronto
The Technical Support Analyst provides technical assistance for wealth management systems by troubleshooting issues, diagnosing problems, and ensuring system stability. They also collaborate with cross-functional teams to implement fixes, manage support tickets, and maintain system documentation.
Hybrid · Toronto
The role involves partnering with business and IT teams to identify, document, and manage business requirements and specifications. Key duties include creating user stories in JIRA, facilitating stakeholder meetings, and executing test plans to ensure high-quality implementations.
Hybrid · Toronto
The Business Systems Analyst will support Salesforce CRM by defining specifications, managing project cycles, and coordinating testing with stakeholders. They will also act as a subject matter expert to promote user adoption and ensure data integrity across Salesforce platforms.
Hybrid · Toronto
The role involves preparing asset allocation instructions and portfolio rebalancing activities for private client managed portfolios. It also requires resolving trade-related inquiries and coordinating complex trade analysis and correction activities.
Hybrid · Toronto
The Enablement Analyst will support the administration and optimization of sales tools like Salesforce and Seismic while driving process improvements. They will collaborate with cross-functional partners to execute sales initiatives and ensure the sales team is effectively trained and supported.
Hybrid · Toronto
The Investment Policy Analyst supports portfolio managers by preparing trade instructions, resolving investment policy inquiries, and coordinating trade analysis. They also contribute to quality control, risk mitigation, and process improvement initiatives within the Private Client team.
Hybrid · Toronto
Acts as the primary service contact and liaison between Investment Counselors, financial advisors, and custodians for high-net-worth clients. Responsibilities include account administration, investigating account issues, and coordinating complex requests.
Hybrid · Calgary
Provide expert tax, retirement, and estate planning support to financial advisors and the sales team to help grow client wealth. Create educational content and deliver presentations to ensure materials reflect current legislation and industry trends.
Hybrid · Toronto
Manage and optimize daily website operations, ensuring all digital content is accurate, accessible, and aligned with brand standards. Drive user engagement and conversion through SEO strategies, analytics reporting, and A/B testing.
Hybrid · Montréal
Provide comprehensive administrative and operational support to district vice-presidents and the team, including sales and asset reporting. Coordinate national broker events, manage promotional content, and handle scheduling and database updates.
Hybrid · Montréal
Provide comprehensive administrative and operational support to district vice-presidents, including sales reporting and calendar management. Coordinate national broker events and support marketing and business development activities.
Hybrid · Toronto
The Private Client Senior Services Coordinator acts as the primary service contact for investment counselors and financial advisors, managing account administration and complex requests. They are responsible for investigating account issues, implementing solutions, and maintaining strong relationships with internal departments and custodians.
Hybrid · Burlington
The role supports the administration of fee-based accounts, UMA, and CAF, including billing, reporting, and reconciliation. It also involves executing operational controls, managing advisor inquiries, and utilizing Power BI for data analysis and reporting enhancements.
Hybrid · Toronto
Support data for order management and investment book of record systems to ensure accurate trading, performance, and risk reporting. Maintain the security master file and reference data while collaborating with IT on process improvements and system testing.
On-site
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. JOB OVERVIEW We are currently seeking a Senior Event Coordinator to join our Marketing team. In this role, the successful candidate will be responsible for the planning, coordination, and execution of a wide range of corporate events and meetings, whil…
On-site · Cornwall
The Licensed Administrative Associate will provide comprehensive administrative support to the advisor, including managing client inquiries, scheduling meetings, and preparing financial documentation. They are also responsible for maintaining client databases, processing transactions, and assisting with life insurance applications and office projects.
On-site · Toronto
The Financial Advisor will develop and maintain relationships for the Assante Financial Management book of business, providing investment advice and service to clients. Key duties include cultivating new business, establishing savings programs, and ensuring adherence to all compliance and regulatory requirements.
Hybrid · Toronto
Partner with business and IT teams to identify, document, and implement strategic solutions and processes. Responsibilities include managing requirements in JIRA, facilitating stakeholder meetings, and overseeing UAT to ensure high-quality implementations.
