CI Financial Jobs in Canada

We are seeking a Reconciliation Administrator who brings both reconciliation expertise and technology-driven thinking to the table.This individual will be part of a small but highly collaborative team responsible for cash and asset reconciliation while also supporting the design ...

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 deadlines. · ...

The Associate is responsible for providing on-going support to the Senior Principals, · Principals and Associate Principals with respect to maintenance of client relationships.The role involves preparation and review of materials required by team for all client related meetings, ...

At CI Financial 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 etc... · ...

A financial services company in Toronto is seeking a Business Processing Coordinator to manage onboarding for new advisors and branches. The ideal candidate will have at least 2 years of financial industry experience and be fluent in both English and French. Responsibilities incl ...

We are seeking an experienced Senior Manager of U.S. Tax Operations to join our tax operations team.The ideal candidate will be responsible for overseeing and assisting with client and organizational tax reporting requirements under global tax regimes. · ...

The Business Development Manager (BDM) is responsible for sales, asset retention, and brand promotion of all CI Global Asset Management investment products. · ...

We are currently seeking a Data Engineer to join the Data and Analytics team in the Wealth Technology group at CI Wealth. The successful candidate will work on data pipeline and data transformation tasks that underly these strategic pillars. · The ideal candidate will have a stro ...

We see a great place to work as one that is a safe place for everyone to have a voice.The Cloud Platform Engineer will work with a cross-functional team and will be responsible for designing and implementing re-usable frameworks, · APIs, CI/CD pipelines,This role will be part of ...

A financial services company in Toronto is seeking a contract role to assist with training and communications for their Vice President of Advisor Engagement. The ideal candidate will have a degree or diploma and some experience in the financial sector. Responsibilities include ma ...

We are seeking a Senior Business Analyst to join our Portfolio Operations team. · Candidate with 3+ years related work experience in a similar role or supporting front office trading. · Advanced knowledge and experience with Charles River Order Management system and Bloomberg Dat ...

We are seeking a dynamic and strategic leader to join CI Financial's Digital Marketing team as a Senior Manager, Strategic Insights. · This role will spearhead the planning, measurement, and reporting of key marketing initiatives across CI's global footprint, · with a strong emph ...

A financial services firm in Calgary is seeking a diligent Investment Advisor to manage client portfolios and provide exceptional financial support. You will develop financial strategies and analyze market trends. The ideal candidate has post-secondary education, relevant financi ...

A financial services company in Toronto is seeking a detail-oriented Digital Marketing Engagement Specialist. This entry-level role entails designing and managing automated marketing campaigns using Salesforce Marketing Cloud, collaborating with cross-functional teams, and optimi ...

A leading financial services firm in Bedford, Nova Scotia, is looking for an Associate to support the Investment Counsellor. This role includes client meeting preparation, portfolio analysis, and market research, with a pathway to advance into an Investment Counsellor position. C ...

The Performance Reporting Analyst is responsible for supporting the calculation analysis and reporting of investment performance for clients across the CI Wealth lines of business.This role ensures accurate and timely performance data provides insights to support client reporting ...

We see a great place to work as one that is a safe place for everyone to have a voice. · Empowered people are responsible for meaningful work. · There is an opportunity to grow through stretching themselves. · They can work on innovative products and projects. · Employees are sup ...

Prepare daily/monthly bank reconciliations and journal entries for day-to-day finance activities. · ...

Overview · We are seeking a highly organized and detail‑oriented individual to join our Document Management team at Assante Wealth Management, a leading financial services organization. As an Associate of Document Management, you will support the efficient management, retrieval, ...

We are currently seeking a Wealth Planning Coordinator to join our Assante Wealth Planning team. In this role, the successful candidate will be the logistical backbone of a team of wealth planning professionals, · Schedule advisor, client and internal meetings and organize requir ...