Role Overview We are looking for a hands-on Senior Accountant to support the day-to-day accounting operations of a CIRO / OSC regulated firm, with a strong emphasis on regulatory reporting and disciplined execution. This role is well suited for a recent CPA or CPA candidate near completion who is ready to take ownership of core accounting processes and build deep experience within the Canadian wealth management industry. Key Responsibilities • Execute daily and monthly accounting activities, including journal entries, account reconciliations, general ledger maintenance, and variance analysis • Play a key role in the month-end and quarter-end close process, ensuring accuracy, completeness, and timeliness • Prepare and support CIRO and OSC regulatory reporting, including recurring financial and compliance-related filings • Support Net Capital calculations and ongoing monitoring of capital adequacy requirements • Assist in the preparation of quarterly and annual financial statements in accordance with IFRS • Maintain supporting schedules and documentation to ensure audit and regulatory readiness • Work closely with Compliance and Operations teams to ensure consistency between accounting records and regulatory submissions • Support internal and external audits, including preparation of working papers and responding to auditor inquiries • Contribute to the maintenance and enhancement of accounting policies, procedures, and internal controls • Identify opportunities to improve processes, controls, and reporting efficiency as the business grows Qualifications & Experience • 3–5 years of relevant accounting experience • CPA designation completed or near completion (CPA Canada), with demonstrated progress toward certification • Solid foundation in accounting principles and IFRS • Exposure to regulatory reporting in a CIRO and/or OSC regulated environment • Strong Excel skills and comfort working with accounting and reporting systems • Detail-oriented, well-organized, and able to manage recurring deadlines Preferred / Asset Experience • Experience in asset management, wealth management, investment dealers, or portfolio management firms • Familiarity with CIRO rules, capital calculations, and regulatory filing requirements • Experience supporting audits or regulatory reviews Ideal Candidate Profile • Enjoys being close to the details and owning core accounting responsibilities • Comfortable operating in a structured, deadline-driven environment • Proactive, accountable, and eager to continue building technical accounting expertise • Communicates clearly and works well with cross-functional partners • Motivated to grow into increased responsibility over time
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 Advisor Consulting’s Tax, Retirement and Estate Planning (TREP) team at CI Global Asset Management (CI GAM) provides tax, retirement and estate planning support to financial advisors across Canada on behalf of our salesforce to assist with protecting and growing client wealth. Currently, the team is accepting applications for the position of Vice President, Tax, Retirement and Estate Planning. Working from Toronto, this position will report to the EVP, Head of Distribution. This VP will be responsible for supporting advisors and the CI GAM Sales team by responding to detailed tax, retirement and estate planning questions, presenting and creating informational/educational content and ensuring that TREP-related content materials consistently reflect changes in applicable legislation. The role will act as a vital resource to our distribution team to further enable the growth of our product line-ups through the provision of value-added services. This will include collaboration with wholesaling teams and identifying unique sales opportunities through personal, corporate and trust tax, retirement and estate planning concepts. WHAT YOU WILL DO • Work closely with Advisor Consulting and sales team members from across the country to build new relationships and strengthen existing ones via value added services that lead to the sale of CI GAM products and services; • Act as a subject matter expert and educate financial advisors on tax, retirement and estate planning issues and concepts, changes in legislation, and general solutions; • Work with sales to provide education and information to advisors and investors through presentations, consultations, calls, emails and other written communication; • Conduct ongoing sales presentations, participate in promotional road shows, conferences and investor seminars; • Present at CI conferences and related events for financial advisors across multiple distribution channels; • Develop creative articles to be shared with larger audiences on key initiatives and value added propositions; • Participate in media opportunities on relevant topics; • Conduct ongoing research on important industry trends and research; • Build relationships with sales and conduct training as needed on important industry concepts that would be beneficial to selling CI GAM product; • Work collaboratively with TREP, Sales and other CI GAM departments as needed to gain and share technical knowledge to meet company objectives; • Maintain working knowledge of industry competitors, resources and financial markets to develop and assess suitability of various TREP-related materials and strategies; and • Work collaboratively with TREP team members to develop new topics, promotional material, and deliverables. WHAT YOU WILL BRING • A minimum of 8 years of professional experience specializing in tax and estate planning; • Expert level knowledge of private client taxation, retirement planning and/or estate planning required; • An accounting or legal designation (e.g. CPA, CA, LL.B, LL.M, JD, etc.) is strongly preferred; • A TEP designation and completion of one of CPA Canada Indepth Tax Program, M. Tax, or LL.M Tax is strongly preferred; • CFP designation is an asset; • A good understanding of tax and estate laws in Canada and proven application of concepts in a firm setting is an asset; • Completion of at least one post-secondary degree with a business or legal focus (e.g., financial planning, finance, accounting or law); • Excellent communication skills, both written and oral; • Bilingual in French/English is an asset; • Knowledge of the Canadian asset management industry is an asset; • Strong research, analytical and project management skills; • Proficiency with various tax and estate planning resources (i.e. Income Tax Act, Canada Revenue Agency guides, bulletins and information circulars, accounting and legal databases, etc.) and an ability to interpret and apply concepts in a practical manner; • Strong presentation and training skills with large and small audiences; • Ability to convey complex technical material to financial advisors and investors in an effective manner; • Entrepreneurial nature – able to work with CI GAM sales teams to identify opportunities and trends; • Strong time management and organizational skills; and • Ability to work with a remotely-located team. WORKING CONDITIONS • Travel required to road shows, conferences, seminars and other industry events up to 30-40% of the time; • In-office requirement of 4 days per week when not travelling; CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. A Supportive Environment for Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. WHAT WE OFFER • Modern HQ location within walking distance from Union Station • Training Reimbursement • Paid Professional Designations • Employee Savings Plan (ESP) • Corporate Discount Program • Enhanced group benefits • Parental Leave Top–up program • Paid time off for Volunteering We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sûr où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés dans leurs efforts. En tant qu’associé bilingue au service à la clientèle à la Financière CI, vous jouerez un rôle essentiel dans la collaboration avec les parties prenantes internes et externes afin de fournir un soutien exceptionnel à la clientèle à nos conseillers financiers. Dans le cadre de ce poste, le candidat retenu sera chargé de recueillir de l’information et de mettre au point des solutions pour aider nos conseillers dans leurs activités quotidiennes. L’équipe Expérience client est la référence pour nos clients conseillers en placement et la relation qui les unit repose sur la confiance qu’ils accordent à notre expertise et à notre capacité à les soutenir efficacement. Nous recherchons une personne capable de travailler sereinement dans un environnement dynamique et de veiller à ce que le travail soit accompli dans les délais impartis. Il s’agit d’un poste en relation avec la clientèle qui exige un niveau élevé d’expérience dans le secteur des services financiers. À l’issue de votre période de formation initiale, vous serez chargé(e) d’un groupe défini de conseillers, ce qui vous permettra de mieux les connaître et de vous familiariser avec leur activité. Vous ferez également partie d’une équipe, ce qui vous permettra de travailler avec un groupe de collaborateurs réguliers et de travailler en collaboration pour fournir un service exceptionnel. RESPONSABILITÉS PRINCIPALES · Travailler en équipe pour appuyer les conseillers dans les processus opérationnels et répondre aux demandes complexes. · Collaborer directement avec les membres des équipes opérationnelles et administratives afin de traiter la documentation et de résoudre les problèmes opérationnels et liés aux comptes. · Travailler de concert avec divers services de l’organisation afin de faciliter les activités quotidiennes et d’assurer une coordination efficace. · Traiter les transactions financières liées aux activités du courtier, en veillant à la précision et au respect de la conformité. · Signaler et assurer le suivi des problèmes liés aux clients ou aux opérations, en les escaladant rapidement au besoin. · Faire preuve de créativité et de réflexion stratégique dans la résolution de situations particulières. COMPÉTENCES REQUISES · De 2 à 3 années d’expérience du service à la clientèle dans le domaine des investissements, des services bancaires ou dans des secteurs connexes; accent mis sur de solides compétences en matière de service à la clientèle. · Maîtrise du français et de l’anglais, tant à l’oral qu’à l’écrit. · Expérience académique liée à l’industrie (ex. CCVM, MNC) ou engagement avéré en faveur d’une formation complémentaire. · Solides compétences dans la suite MS Office (Outlook, Word et Excel). · Esprit d’équipe assorti d’une personnalité conviviale et de solides aptitudes à la communication. · Capacité avérée à gérer des volumes importants tout en maintenant une attitude positive et professionnelle. · Capacité à demeurer calme dans un environnement dynamique et en constante évolution. · Approche collaborative démontrée en matière de résolution de problèmes. · Solides aptitudes à la communication. · Personnalité orientée vers le service La Financière CI est une entreprise autonome qui propose des services de gestion de patrimoine et de conseil en placement à l’échelle mondiale grâce à plusieurs sociétés de services financiers. Depuis 1965, nous anticipons les besoins changeants des investisseurs et y répondons de manière constante. Nous sommes animés par la volonté d’offrir aux particuliers et aux institutions des investissements et des conseils de la plus haute qualité. Notre engagement à fournir les niveaux de rendement les plus élevés signifie que, peu importe leur poste, les employés de CI doivent être à l’aise dans un environnement trépidant qui les poussera à exploiter tout leur potentiel. Les employés qui font preuve d’un degré d’ambition élevé, d’une volonté de faire preuve de curiosité intellectuelle pour apprendre en permanence et d’une disposition à se dépasser s’épanouissent chez CI. CE QUE NOUS OFFRONS • Siège social moderne situé à distance de marche d’Union Station • Remboursement de la formation • Désignations professionnelles payées • Régime d’épargne des employés (REE) • Programme de rabais d’entreprise • Avantages sociaux collectifs améliorés • Programme de complément au congé parental • Rabais sur les abonnements à des centres de conditionnement physique • Journée de bénévolat rémunérée Nous nous concentrons sur la création d’une main-d’œuvre diversifiée et inclusive. Si vous êtes enthousiaste à l’idée de ce poste et que vous n’êtes pas certain de répondre à toutes les exigences de qualification, nous vous encourageons à postuler pour en apprendre davantage sur l’occasion. Vous pouvez soumettre votre curriculum vitæ en toute confidentialité en cliquant sur « Postuler ». Nous ne communiquerons qu’avec les candidats sélectionnés pour une entrevue. CI Financial Corp. et toutes ses filiales (« CI ») offrent un environnement de travail équitable et accessible. CI s’engage à prendre en compte les besoins d’accommodement pour les personnes handicapées. Si vous avez besoin de mesures d’adaptation pour postuler une offre d’emploi, ou si vous avez besoin que cette offre soit publiée dans un autre format, ou si ce besoin se fait sentir à toute autre étape du processus de recrutement, communiquez avec nous à l’adresse accessible.recruitment@ci.com, ou appelez le 416 364-1145, poste 4747. JOB SUMMARY As a Bilingual Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide exceptional client support to our Financial Advisors. In this role, the successful candidate will work to gather information and create solutions to assist our advisors in their daily operations. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry. After your initial training period, you will service a set group of advisors allowing you to get to know them and their business. You will also be part of a team so that you are working with a consistent group of team members which will empower you to collaborate to provide amazing service. WHAT YOU WILL DO · Collaborate within a team approach to support Advisors in process-related matters and handle complex inquiries. · Directly engage with operations and back office team members to process documentation and troubleshoot operational and account issues. · Work closely with colleagues across the organization to facilitate daily activities, ensuring seamless operations. · Process financial transactions related to Dealer activity, ensuring precision and compliance. · Raise and track client and operational issues, promptly escalating matters as required. · Apply creative and out-of-the-box thinking when dealing with unique inquiries. WHAT YOU WILL BRING · 2-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skills · Fluency in French and English (verbal and written) · Industry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further education · Strong MS Office skills (Outlook, Word and Excel) · Team Player with friendly personality and strong communication skills · Proven ability to manage high volumes with a positive and professional attitude · Calm approach to a dynamic and fast-paced environment · Demonstrated collaborative approach to problem-solving · Strong communication skills · Service-oriented personality CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
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. Financière CI est une société indépendante offrant des services de conseil en gestion de patrimoine et en gestion d’actifs à l’échelle mondiale par le biais d’un groupe diversifié de sociétés de services financiers. Depuis 1965, nous anticipons les besoins changeants des investisseurs et y répondons de manière fiable. Nous sommes animés par la volonté d’offrir aux particuliers et aux institutions des investissements et des conseils de la plus haute qualité. Notre engagement à fournir les niveaux de rendement les plus élevés signifie que, peu importe leur poste, les employés de CI doivent être à l’aise dans un environnement trépidant qui les poussera à exploiter tout leur potentiel. Les employés qui font preuve d’un degré d’ambition élevé, d’une volonté de faire preuve de curiosité intellectuelle pour apprendre en permanence et d’une disposition à se dépasser s’épanouissent chez CI. Chez CI, nous considérons qu’un excellent lieu de travail est un endroit où chacun peut s’exprimer en toute sécurité, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés à le faire. APERÇU DU POSTE Nous sommes actuellement à la recherche d’un conseiller en placement pour se joindre à notre groupe Clientèle privée. Dans ce rôle, le conseiller en placement travaille avec nos solutions de Clientèle privée, en se concentrant sur des clients détenant des actifs de plus de 3 millions de dollars. Il rencontre des clients existants et potentiels, ainsi que les conseillers qui ont recommandé notre programme à ces clients. Le conseiller en placement détermine la répartition d’actifs appropriée, élabore et surveille les portefeuilles des clients principalement à l’aide de notre questionnaire sur la politique de placement et de notre logiciel d’élaboration de la politique de placement. Le conseiller en placement présente régulièrement aux clients des analyses économiques, de marché et de performance du portefeuille et veille à un échange continu d’information en ce qui concerne la situation financière globale du client. Le rôle fait partie d’une équipe plus large de professionnels de la planification du patrimoine offrant une expérience globale en matière de placement et de planification du patrimoine aux clients. Bien que le rôle principal du conseiller en placement soit de gérer la relation de gestion des placements avec les clients, il peut également aider les conseillers référents dans la recherche de nouveaux clients et les activités de vente. Le rôle nécessite également la capacité d’offrir un niveau de service supérieur aux clients à valeur nette élevée et aux conseillers référents. La rémunération comprend un salaire de base et une prime. COMPÉTENCES REQUISES • Diplôme universitaire en commerce ou dans une discipline connexe • Il est obligatoire d’être admissible à l’inscription auprès de l’Autorité des marchés financiers à titre de gestionnaire de portefeuille / représentant-conseil avec pouvoir discrétionnaire au moment de l’embauche. • Titre de CIM et/ou titre CFA; le titre de CFP est considéré comme un atout • Capacité à interagir efficacement avec différents types d’intervenants (conseillers, assistants, clients à valeur nette élevée) • Capacité à comprendre et à interpréter les solutions d’investissement, les marchés, l’économie et à communiquer à divers publics • Doit être disposé à voyager – possibilité de déplacements pouvant atteindre 10 % du temps de travail WHAT YOU WILL BRING • University degree in business or related discipline • It is mandatory to be eligible for licensing by the Autorité des Marchés Financieres Commission upon hire as a portfolio manager/advising rep with discretionary authority • CIM Designation and/or CFA Charter; CFP designation is considered an asset • Ability to interact effectively with various types of people (advisors, assistants, HNW clients) • Ability to understand and interpret investment solutions, the markets, the economy and communicate to various audiences • Must be able to travel – there is the possibility of up to 10% travel CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. A Supportive Environment for Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. WHAT WE OFFER • Modern HQ location within walking distance from Union Station • Training Reimbursement • Paid Professional Designations • Employee Savings Plan (ESP) • Corporate Discount Program • Enhanced group benefits • Parental Leave Top–up program • Paid time off for Volunteering We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
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 diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends. WHAT YOU WILL DO • Assist in the development and implementation of financial plans and strategies. • Analyze financial data to determine the best investment strategies for clients. • Maintain regular contact with clients to understand their financial needs and goals. • Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments. • Prepare reports on client accounts and create presentations for client meetings. • Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice. • Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments. • Ensure compliance with financial regulations and adhere to company policies and procedures. • Participate in continuing education and training programs to stay current with industry standards and trends. • Provide administrative support as needed. WHAT YOU WILL BRING • Post Secondary education in related field. • Licensed with CIRO • Relevant financial licenses (CSC, CPH, LLQP). • Proven experience in wealth management or a related field. • Strong analytical and problem-solving skills. • Excellent communication and interpersonal skills. • Ability to manage multiple work flows simultaneously. • Proficiency in financial software and Microsoft Office Suite. • High level of integrity and professionalism. This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $70,000 to $90,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. A Supportive Environment for Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. WHAT WE OFFER • Modern HQ location within walking distance from Union Station • Training Reimbursement • Paid Professional Designations • Employee Savings Plan (ESP) • Corporate Discount Program • Enhanced group benefits • Parental Leave Top–up program • Paid time off for Volunteering We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
L'équipe de planification fiscale, de retraite et successorale de CI Advisor Consulting de CI Gestion mondiale d'actifs (CI GAM) offre un soutien en matière de fiscalité, de retraite et de planification successorale aux conseillers financiers de partout au Canada au nom de notre force de vente pour les aider à protéger et à faire croître le patrimoine des clients. À l'heure actuelle, l'équipe accepte les candidatures pour le poste de vice-président, Fiscalité, retraite et planification successorale. Travaillant à Montréal, ce poste relèvera du vice-président, chef, CI Advisor Consulting. Ce vice-président sera chargé de soutenir les conseillers et l'équipe des ventes de CI GAM en répondant à des questions détaillées sur la planification fiscale, la retraite et la succession, en présentant et en créant du contenu informatif et éducatif et en veillant à ce que les documents de contenu liés au TREP reflètent systématiquement les changements apportés à la législation applicable. Ce rôle constituera une ressource essentielle pour notre équipe de distribution afin de permettre la croissance de nos gammes de produits grâce à la prestation de services à valeur ajoutée. Cela comprendra la collaboration avec les équipes de grossistes et l'identification d'occasions de vente uniques grâce à des concepts d'impôt des particuliers, des sociétés et des fiducies, de retraite et de planification successorale. CE QUE VOUS FEREZ • Travailler en étroite collaboration avec les conseillers conseils et les membres de l'équipe des ventes de partout au pays pour établir de nouvelles relations et renforcer celles existantes grâce à des services à valeur ajoutée qui mènent à la vente de produits et de services de GAM CI; • Agir à titre d'expert en la matière et éduquer les conseillers financiers sur les questions et les concepts fiscaux, de planification de la retraite et de la succession, les changements législatifs et les solutions générales; • Travailler avec les ventes pour fournir de l'éducation et de l'information aux conseillers et aux investisseurs par le biais de présentations, de consultations, d'appels, de courriels et d'autres communications écrites; • Effectuer des présentations de vente continues, participer à des tournées promotionnelles, à des conférences et à des séminaires pour les investisseurs; • Présenter des conférences d'IC et des événements connexes pour les conseillers financiers dans de multiples canaux de distribution; • Élaborer des articles créatifs à partager avec un public plus large sur les initiatives clés et les propositions à valeur ajoutée; • Participer à des occasions médiatiques sur des sujets pertinents; • Effectuer des recherches continues sur les tendances et les recherches importantes de l'industrie; • Établir des relations avec les ventes et donner de la formation au besoin sur les concepts importants de l'industrie qui seraient bénéfiques pour la vente du produit CI GAM; • Travailler en collaboration avec TREP, les ventes et d'autres départements de GAM de CI au besoin pour acquérir et partager des connaissances techniques afin d'atteindre les objectifs de l'entreprise; • Maintenir une connaissance pratique des concurrents de l'industrie, des ressources et des marchés financiers afin d'élaborer et d'évaluer la pertinence de divers documents et stratégies liés au TREP; et • Travailler en collaboration avec les membres de l'équipe TREP pour élaborer de nouveaux sujets, du matériel promotionnel et des livrables. CE QUE VOUS APPORTEREZ • Bilingue français/anglais est requis, avec la capacité de faire des affaires dans les deux langues; • Un minimum de 8 ans d'expérience professionnelle spécialisée en planification fiscale et successorale; • Connaissance approfondie de la planification financière, de la retraite, de la fiscalité et de la succession; • Un titre juridique professionnel est fortement préférable; • Suivi du cours de droit fiscal de l'ABC recommandé; • Le titre de PTE serait un atout; • Les désignations du secteur financier (CFP, CLU et autres) sont un atout, mais pas obligatoires; • Une bonne compréhension des lois fiscales et successorales au Canada et une application éprouvée des concepts dans un contexte d'entreprise sont un atout; • Excellentes compétences en communication, tant à l'écrit qu'à l'oral; • Solides compétences en recherche, en analyse et en gestion de projet; • Solides compétences en matière de présentation et de formation auprès de grands et de petits publics; • Expérience de travail et de soutien aux planificateurs et conseillers financiers de détail; • Nature entrepreneuriale – capable de travailler avec les équipes de vente de CI GAM pour identifier les opportunités et les tendances; • Solides compétences en gestion du temps et en organisation; • Capacité à travailler avec une équipe éloignée; CONDITIONS DE TRAVAIL • Déplacements requis pour assister à des tournées, des conférences, des séminaires et d'autres événements de l'industrie jusqu'à 30 à 40% du temps; • Environnement de bureau normal, avec une exigence de 4 jours par semaine au bureau lorsque vous ne voyagez pas; À PROPOS DE NOUS La Société financière CI est une société indépendante qui offre des services mondiaux de gestion de patrimoine et de conseil en gestion d'actifs par l'intermédiaire de diverses sociétés de services financiers. Depuis 1965, nous avons constamment anticipé et répondu aux besoins changeants des investisseurs. Nous sommes motivés par notre engagement à fournir aux particuliers et aux institutions des placements et des conseils de la plus haute qualité. Notre engagement envers les plus hauts niveaux de rendement signifie que, quel que soit leur poste, les employés de CI doivent être à l'aise dans un environnement au rythme rapide qui les poussera à exploiter leur plein potentiel. Les employés ayant une bonne dose d'ambition, un désir de s'engager dans un état d'esprit curieux pour l'apprentissage continu et une volonté de faire un effort supplémentaire s'épanouissent chez CI. La Société financière CI et toutes ses sociétés affiliées (« CI ») s'engagent à adopter des pratiques d'emploi équitables et accessibles, et nous nous engageons à fournir des mesures d'adaptation aux personnes handicapées. Si vous avez besoin de mesures d'adaptation pour postuler à des possibilités d'emploi, ou si vous avez besoin de cette offre dans un format supplémentaire, veuillez communiquer avec nous au accessible.recruitment@ci.com ou appeler le 416-364-1145, poste 4747. Si CI communique avec vous au sujet d'une possibilité d'emploi ou d'un test et que vous avez besoin de mesures d'adaptation à l'une ou l'autre des étapes du processus de recrutement, veuillez utiliser les coordonnées ci-dessus. Nous travaillerons avec tous les demandeurs pour déterminer les mesures d'adaptation appropriées pour les besoins individuels en matière d'accessibilité.
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 highly motivated and detail-oriented professional to join our Institutional team as Manager, Institutional Client Solutions & Proposals, supporting both our Institutional and National Accounts groups. This role is central to supporting and growing CI GAM’s institutional business by owning the end-to-end delivery of institutional RFPs, RFIs, and due diligence questionnaires (DDQs), while modernizing how we operate through technology, automation, and AI. This is a hands-on role for a self-starter with a leadership mindset: someone who takes pride in their work, thrives in a fast-paced environment, and is excited to build and optimize scalable processes that directly enable business growth. What You Will Do Proposals & Due Diligence • Own end-to-end delivery of institutional RFPs, RFIs, and DDQs. • Be accountable for prioritization, quality, and on-time execution. • Partner with Investments, Product, Operations, Compliance, Marketing, and Relationship Managers and additional functions to source and validate content. • Ensure accuracy, consistency, and appropriate escalation of risks or issues. Loopio Ownership & Optimization • Own and continuously optimize the Loopio platform leveraging AI • Build and maintain a trusted library of reusable answers • Drive adoption, governance, and best practices across contributors. Process Improvement, AI & Automation • Improve efficiency and scalability of proposal and due diligence workflows. • Leverage AI tools (including Copilot and custom agents) to enhance content creation and quality control. • Modernize institutional client deliverables while maintaining high standards. Leadership & Execution • Operate with a leadership mindset • Bring structure, judgment, and discipline to a high-volume environment. • Deliver polished, high-quality work that reflects CI GAM’s institutional brand. What You Will Bring • 2-4 years experience of working on institutional RFP, RFI, and DDQ processes within asset management or financial services. • Hands-on experience using Loopio or similar proposal management platforms. • Exceptional organizational skills, attention to detail, and ability to prioritize effectively under pressure. • A self-starter mindset with strong initiative, accountability, and follow-through. • Comfort leveraging technology and AI tools (e.g., Copilot) to improve workflows and productivity. • Strong written and verbal communication skills, with the ability to synthesize complex information clearly. • Degree in Finance, Business, Accounting, Economics, or a related field. • Professional designations (e.g., CFA, CIM, CFP, or other CSI courses) are an asset Why This Role • Central role within the Institutional team with direct impact on business growth and client outcomes. • Opportunity to build, modernize, and scale a critical function. • High exposure to senior stakeholders across investments, operations, and distribution. • A platform to bring new ideas, improve processes, and make a tangible difference. This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs. This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $69,500 to $119,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. A Supportive Environment for Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. WHAT WE OFFER • Modern HQ location within walking distance from Union Station • Training Reimbursement • Paid Professional Designations • Employee Savings Plan (ESP) • Corporate Discount Program • Enhanced group benefits • Parental Leave Top–up program • Paid time off for Volunteering We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
WHAT YOU WILL DO
Design, install, automate, and manage network infrastructure devices, including switches, routers, firewalls, NAC, WAN/LAN systems, wireless access points/controllers, DNS, SSL certificates, and structured cabling.
Analyze business requirements to develop scalable and secure technical network solutions and architectural frameworks.
Perform network modeling, analysis, and planning, including disaster recovery and contingency strategies.
Design, test, inspect, and implement data communications systems and network changes.
Deploy and optimize security policies, rulesets, and configurations across NGFWs, SASE platforms, and segmentation technologies to enhance security posture, performance, and operational efficiency.
Develop test plans, implementation strategies, and project timelines for network-related initiatives.
Troubleshoot and diagnose complex network issues involving multiple variables and distributed environments.
Collaborate with technology vendors to support business initiatives and evaluate emerging solutions.
Conduct capacity and performance planning, including oversight of production software upgrades.
Create and maintain comprehensive documentation for all network infrastructure and operational procedures.
Stay current with modern technologies to guide product direction and network evolution.
Serve as an escalation point for the service desk and incident response teams, handling reactive incidents and leading root-cause analysis for problem management.
Participate in a 24/7 on-call rotation to support critical network operations.
WHAT YOU WILL BRING
Experience
5 years of experience designing, implementing and supporting complex multi-site networks
Education/Training
University or College level and/or equivalent applicable IT experience.
Network/Security Related Certifications (CCNP, AWS Certified Security / Advanced Networking).
Knowledge, Skills and Abilities
Strong knowledge of Cisco, Fortinet, and F5 network hardware and software.
Good working knowledge of UNIX and Windows operating systems, including systems software and hardware.
Deep understanding of MPLS, routing, switching, SD‑WAN, cloud computing, VoIP, and wireless technologies.
Proficient with SASE architectures, Zero Trust Network Access (ZTNA), and secure remote‑access frameworks.
Working knowledge of scripting and automation, including Python, shell scripting, and Ansible.
Extensive experience in multi‑cloud networking, particularly AWS, with strong deployment automation skills.
Strong understanding of firewalls, load balancers, DNS, and security technologies such as IPS and ISE.
Experience using ServiceNow platform and working within structured change‑control processes.
Exceptional analytical and problem‑solving abilities, with strong troubleshooting skills across all OSI layers (Layer 1–7).
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $69,500 - $119,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
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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 diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.
Key Responsibilities:
Assist in the development and implementation of financial plans and strategies.
Analyze financial data to determine the best investment strategies for clients.
Maintain regular contact with clients to understand their financial needs and goals.
Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
Prepare reports on client accounts and create presentations for client meetings.
Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
Ensure compliance with financial regulations and adhere to company policies and procedures.
Participate in continuing education and training programs to stay current with industry standards and trends.
Provide administrative support as needed.
Qualifications:
Post Secondary education in related field.
Licensed with CIRO
Relevant financial licenses (CSC, CPH, LLQP).
Proven experience in wealth management or a related field.
Strong analytical and problem-solving skills.Excellent communication and interpersonal skills.
Ability to manage multiple work flows simultaneously.
Proficiency in financial software and Microsoft Office Suite.
High level of integrity and professionalism.
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $70,000 to $90,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
#J-18808-Ljbffr
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 diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.
Key Responsibilities
Assist in the development and implementation of financial plans and strategies.
Analyze financial data to determine the best investment strategies for clients.
Maintain regular contact with clients to understand their financial needs and goals.
Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
Prepare reports on client accounts and create presentations for client meetings.
Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
Ensure compliance with financial regulations and adhere to company policies and procedures.
Participate in continuing education and training programs to stay current with industry standards and trends.
Provide administrative support as needed.
Qualifications
Post Secondary education in related field.
Licensed with CIRO
Relevant financial licenses (CSC, CPH, LLQP).
Proven experience in wealth management or a related field.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to manage multiple work flows simultaneously.
Proficiency in financial software and Microsoft Office Suite.
High level of integrity and professionalism.
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $70,000 to $90,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
What We Offer
Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
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