CI Financial

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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

Senior Compliance Officer

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 Senior Compliance Officer oversees the conduct and business practices of insurance Advisors directly contracted with Assante Estate and Insurance Services Inc. (“AEIS”). The role provides compliance oversight for both life insurance and segregate…

IFM Associate

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 currently hiring for a full–time IFM Associate to join the IFM team in Toronto. In this dynamic role, the successful candidate will be exposed, and provide service, to many functional areas of the dealer’s front, middle and back-office operati…

Digital Marketing Engagement Coordinator

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 detail-oriented and innovative Marketing Coordinator, Digital Engagement to join our marketing team. The ideal candidate will have a strong understanding in email campaigns and hands-on experience with Salesforce Marketing Cloud. Thi…

Trade Support Analyst

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 CI Investment Services Inc (CIIS) Trade Support Analyst is responsible for the handling of mutual fund trading for the CIIS trade desk. Reporting to the VP, Trading, the Trade Support Analyst is responsible for supporting trade desk daily activit…

IT Change Management and Release Engineer II

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. REPORTING TO: Director, Change and Release Management PRIMARY OBJECTIVE: Support and enforce CI’s IT Change and Release Management processes for all infrastructure and application changes. RESPONSIBILITIES: General · Assist Director…

Compliance Officer, Registrations

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 detail-oriented and collaborative Compliance Officer to join our Registrations team. The Compliance Officer, Registrations is responsible for the administration and oversight of registration and licensing activities for registered in…

Financial & Tax Reporting Analyst

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. JOB OVERVIEW The Mutual Fund & ETF Tax Analyst is responsible for supporting the tax operations, analysis and reporting requirements of mutual funds and exchange-traded funds (ETFs). The role combines fund tax/product knowledge with strong technica…

Analyst, Equity Capital Markets

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. This Analyst, Equity Capital Markets position offers a unique opportunity to join a syndication-focused ECM team that works closely with retail advisors and partner banks. The Analyst will support equity deal execution, advisor communications, and st…

Investment Operations Associate

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. Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team committed to expanding our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a…

Director, Investment Fund Tax Governance & Compliance

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. This is an opportunity to take a leading role in strengthening and overseeing the tax governance and compliance framework of a growing investment management business. You will work closely with experienced professionals across the organization and co…

Senior Talent Acquisition Partner

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. Our Talent Acquisition team is in create/build/scale mode as we also execute on ambitious hiring plans—it's an environment that is fast-paced, challenging, and rewarding. We’re seeking a Senior Talent Acquisition Partner to work with our Canadian Wea…

Senior Analyst, Accounting

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. Job Overview Reporting to the VP, Finance, we are seeking a Senior Analyst, Accounting. In this role, you will play a critical part in overseeing all corporate banking relationships for the Canadian entities, preparing and maintaining cash flow fore…

Consultant, Advisor Development

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. Reporting to the VP of Practice Management of CIGAM, the Consultant, Advisor Development is responsible for delivering consultations, workshops, and educational programs that help financial advisors strengthen their businesses and improve outcomes.…

District Vice-President, Sales

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 currently seeking a Vice-President, Sales/Wholesaler to join our Sales team in Toronto. In this role, the successful candidate is expected to develop and implement a business plan and sales strategy to increase CI’s market share within the ter…

Private Client Administration Associate

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 currently seeking a Private Client Administration Associate to join our Private Client Administration team. In this role, the successful candidate will be responsible for providing administrative support with the utmost sense of urgency and ex…

Business Development Manager

On-site · Calgary

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, the BDM serves as a sales consultant to the…

Transfer Administrator (Fixed-Term)

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…

Senior Business Processing Associate

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 currently seeking a Senior Business Processing Associate to join our Client Experience team. In this role, the successful candidate will be the subject matter expert and internal escalation point for a group of administrators and assist the te…

Manager, Fund Tax

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. CI Financial is seeking a detail-oriented and collaborative Manager, Fund Taxation to support the tax operations and compliance functions across CI’s suite of investment products—including mutual funds, ETFs, closed-end funds, mutual fund corporation…

Investment Operations Associate (Fixed-Term)

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. We are currently seeking an Investment Operations Associate for our CIIS Client Experience team for 12 month contract. You will manage relationships with our Introducing/Carrying Broker & Portfolio Managers (ICPM) to ensure the highest level of focu…