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
Provide high-level support to Investment Advisor clients by investigating issues and creating solutions related to systems, compliance, and trading. Collaborate with other departments and provide training to advisors and their teams to ensure operational efficiency.
On-site · Vancouver
The Investment Advisor assists in developing financial strategies and managing client portfolios while providing support to Wealth Advisors. Key duties include analyzing financial data, monitoring market trends, and ensuring compliance with financial regulations.
On-site · Toronto
Develop and maintain relationships with clients for the Assante Financial Management book of business. Provide investment advice, establish savings programs, and make suitable product recommendations while adhering to regulatory requirements.
Remote · Canada
The Investment Advisor will assist in developing financial plans, analyzing data for investment strategies, and managing client portfolios. They are also responsible for monitoring market trends, preparing client reports, and ensuring compliance with financial regulations.
Hybrid · Canada
The associate will support advisor clients with day-to-day inquiries regarding systems, compliance, trading, and estates. They will also collaborate with internal departments to resolve multi-faceted issues and provide training to advisor teams.
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.
Hybrid
The Investment Advisor will assist in managing client portfolios, developing financial strategies, and providing support to the Wealth Advisor. Responsibilities include analyzing financial data, monitoring market trends, and ensuring compliance with financial regulations.
On-site · Toronto
The Financial Advisor will manage and develop client relationships for the Assante Financial Management book of business while providing investment advice and portfolio services. They are responsible for identifying client financial goals, promoting managed money solutions, and ensuring adherence to all regulatory and compliance standards.
On-site · Vancouver
The Investment Advisor will assist in managing client portfolios, developing financial strategies, and providing comprehensive support to the Wealth Advisor. Responsibilities include analyzing financial data, monitoring market trends, maintaining client relationships, and ensuring compliance with regulatory standards.
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.
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.