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 · 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.
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.
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.
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
The Investment Analyst will conduct fundamental research, build financial models, and analyze company performance within the Technology, Media, and Communications sector. They will also assist in developing investment recommendations and participate in meetings with management teams and industry experts.
On-site · Dorval
The Regional Vice President is responsible for leading and supporting a portfolio of financial advisor practices to drive business growth and operational efficiency. They act as a strategic partner to advisors, focusing on performance optimization, asset growth, and the delivery of exceptional client experiences.
Hybrid · Toronto
The Senior Director will deploy risk models to quantify and monitor risks across various investment strategies while providing actionable insights to the CIO and portfolio managers. They will also collaborate with Enterprise Risk Management and Internal Audit functions to ensure alignment with the firm's integrated risk framework.