Job Overview">We are seeking a Senior Securities Settlements Administrator to join our growing Settlements team under CI Investments' wealth management operations sector.">This role involves sharing knowledge, best practices, and conducting training with team members to enhance overall performance.">The ideal candidate will possess a university/college degree in a related field and fluency in English (verbal and written).">Proficiency in MS Office applications is also required, while Canadian Securities Course, IFIC, PFP, and other industry courses would be an asset.">About CI Financial">CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.">We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.">In this fast-paced environment, we encourage our employees to tap into their highest potential and strive for excellence in all aspects of their work.">What We Offer">We provide an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.">To support our employees' growth and development, we offer training reimbursement and a corporate discount program.">Diversity, Equity, and Inclusion">We are focused on building a diverse and inclusive workforce, and all of our affiliates (
JOB OVERVIEWWe are currently seeking a Senior Securities Settlements Administrator to join our growing Settlements team under CI Investments wealth management operations sector. The successful candidate will be responsible to support day to day settlement activities related to Mutual funds and GIC transactions that are placed on behalf of our clients.WHAT YOU WILL DO Responsible for resolving complex mutual fund and GIC transactions related to settlement.Respond to enquiries related to settlements such as discrepancies, delays, or failed transactions.Oversee GIC processes such as redemptions, commission, and maturities.Share knowledge, best practices, and conduct training to team members.Create, review, and maintain relation documentation for business continuity.Investigate and address issues related to exception processes of security transaction activities.Perform testing for technology or process enhancements.Liaise with external service providers to support end to end processes related to settlement.WHAT YOU WILL BRING University/College degree in a related field3-5 years of Mutual fund and GIC experience.Ability to prioritize effectively and work efficiently to meet daily deadlines.Previous experience in a Settlements role or similar wealth management operations experienceExperience working with Fundserv, Cannax and related depository systems.Detailed-oriented, extremely self-motivated and dedicated, and a good team player.Fluency in English (verbal and written)Excellent communication and interpersonal skillsProficiency with MS Office applicationsAbility to thrive in a growing/dynamic environment.Canadian Securities Course, IFIC, PFP and other industry courses would be an asset.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 SuccessWe 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 StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid 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.
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 distinguish ourselves in the Canadian clearing broker industry by owning our entire technology stack in-house. Our team is a close-knit, collaborative group with a clear vision and goal. As a Senior Business Systems Analyst, you will work closely with our technology teams and business partners to develop a cutting-edge, next-generation trade execution system and book of record. If you are a seasoned veteran with deep industry knowledge, collaborative spirit, and enthusiasm for moving quickly and making a difference, we encourage you to apply. Key Responsibilities You may be involved in the build or enhancements of client management, trading, transaction processing, transfer management, or integrations with internal and external systems. Liaise within our business and technology teams for requirements gathering. Liaise with our application architecture teams for solutions design. Strong ability to debug, reverse-engineer, and document. Ensure solutions are lightweight, optimized, and maintainable. Assist with the preparation and testing of new features or releases. What You Will Bring Educational Background : Bachelor’s Degree in Computer Science, Computer Engineering, or a related field. Technical Skills : Proficiency in .NET C#, SQL. C++, Java, React, Node JS an asset. Familiar with GIT, Source Control features (branching/merging), and CI/CD pipelines, Atlassian Confluence, Jira. Understanding of Object-Oriented Software Development methodology, multi-threading and Concurrency. Preferred Experience : Minimum of 15 years of relevant work experience in a similar role. Ideally in the brokerage/securities financial industry. Experience with brokerage book of record systems an asset. (ISM, BPS, Dataphile, RPM R-Broker, Univeris, etc.) Experience interacting with the markets via CDS, DTC, FundServ, Cannex, Euroclear, Swift, etc. Why Join Us? Innovative Environment : Work with modern technology in a fast-paced, dynamic industry. Professional Growth : Opportunities for continuous learning and career advancement. Collaborative Culture : Be part of a supportive team that values collaboration and innovation. Impactful Work : Contribute to a critical, high visibility area of our business. 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.
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 distinguish ourselves in the Canadian clearing broker industry by owning our entire technology stack in-house. Our team is a close-knit, collaborative group with a clear vision and goal. As a Senior Developer, you will work closely with our technology teams and business partners to enhance our next-generation brokerage trade execution system and book of record. You will collaborate with stakeholders and technology partners to build the cornerstone of our wealth technology solution. Working within our Toronto-based team, you will develop lightweight, well-documented, and scalable solutions.If you are a seasoned veteran with deep industry knowledge, collaborative spirit, and enthusiasm for moving quickly and making a difference, we encourage you to apply.Key ResponsibilitiesDevelop and Support Trading System Components: Focus on the development and maintenance of our trading system components to ensure optimal performance.Expand Infrastructure: Add new infrastructure components to support trading on new exchanges and cater to new clients.Leverage your strong critical thinking and analytical skills to troubleshoot and resolve issues, ensuring our clients can trade without interruption.Support: Provide ongoing support for our trading infrastructure in a live production environment.What You Will BringEducational Background: Bachelor’s Degree in Computer Science, Computer Engineering, or a related field.Experience: Minimum of 5 years of relevant work experience in a similar role.Technical Skills:Proficiency in C++, C++ 11, Java and C#Strong SQL skillsUnderstanding of Object-Oriented Software Development methodology, multi-threading and ConcurrencyExperience with advanced Source Control features (branching/merging)Familiarity with the FIX protocol and order flow.Soft Skills:Strong communication skillsExcellent problem-solving abilitiesAbility to work effectively in a team environmentHigh attention to detail and a proactive approach to workAble to come into our Toronto location a minimum of 3 days per weekWhy Join Us?Innovative Environment: Work with modern technology in a fast-paced, dynamic industry.Professional Growth: Opportunities for continuous learning and career advancement.Collaborative Culture: Be part of a supportive team that values collaboration and innovation.Impactful Work: Contribute to a critical aspect of our business, ensuring our clients can trade efficiently and effectively.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 SuccessWe 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 StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid 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.
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 Investment Services is a leading Canadian Broker Dealer that provides a wide range of innovative brokerage and trading services to a diverse client base that includes portfolio managers, introducing brokers, and institutional investors.We set ourselves apart in the Canadian clearing broker industry by owning our entire technology stack in-house. Our team is a close-knit, collaborative group with a clear vision and goal. As the Director of Data Integration, you will be part of our book of record technology team, coordinating with business partners to onboard new clients, support existing clients, and integrate third-party systems into our book of record system via API, FIX, and ETL files.You will lead a team of Developers and Business Systems Analysts (BSAs) to develop and refine our integration layer. A deep understanding of the brokerage industry and trading is essential. If you are a seasoned professional with extensive industry knowledge, a collaborative spirit, and a passion for making a difference, we encourage you to apply.Key Responsibilities· Foster strong relationships with Portfolio Managers, Introducing Brokers, and technology partners.· Define the scope and onboarding strategy for new Portfolio Managers and Introducing Brokers.· Define the scope and strategy for integrating with internal and external technology platforms.· Lead the integration team in enhancing REST APIs and ETL extracts.· Collaborate closely with the team to ensure our platform is properly configured and the onboarding strategy is clearly understood.· Identify system gaps and manage them through the project intake process.· Ensure the accuracy of converted client data, including assets under administration.· Keep business and technical teams updated on conversion progress.· Monitor and ensure the completion of business tasks, mock conversions, and pre/post-validation according to the execution plan/runbook.· Support the sales team by meeting with prospects to answer questions and provide information and recommendations as needed.· Supervise individuals responsible for data mapping and the creation of validation reports.What You Will Bring· Educational Background: Bachelor’s Degree in Computer Science, Computer Engineering, or a related field.· Technical Skills:o Understanding of .NET, C#.o Proficiency in SQL required.o Experience developing lightweight flexible API’so Experience with advanced Source Control features (branching/merging).o Familiarity with the FIX protocol and order flow.o Experience planning and overseeing large integrations and data conversion projects.Professional Experience:o Minimum of 10 years of relevant work experience in a similar role in the brokerage/securities financial industry.o Experience with clearing book of record systems. (ISM, BPS, Dataphile, RPM R-Broker, Univeris, TorStone, FIS, WinFund, VieFUND, etc.)o An extensive understanding of the clearing firms, brokerage industry, brokerage operations, CIRO regulations.Soft Skills:o Excellent communication skillso Excellent problem-solving abilitieso Ability to work effectively in a team environmento High attention to detail and a proactive approach to worko Able to come into our Toronto location a minimum of 3 days per weekWhy Join Us?· Innovative Environment: Work with lightweight technology in a fast-paced, dynamic industry.· Professional Growth: Opportunities for continuous learning and career advancement.· Collaborative Culture: Be part of a supportive team that values collaboration and innovation.· Impactful Work: Contribute to a critical aspect of our business, ensuring our clients can trade and transact efficiently and effectively.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 SuccessWe 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 StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid 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.
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 stand out in the Canadian clearing broker industry by fully owning our technology stack. Our team is a tight-knit, collaborative group with a clear vision and goal. As a Site Reliability Engineer, you will be the vital link between our technology teams and internal infrastructure and information security teams, ensuring the availability of our applications and servers. You will also maintain the uptime of external connections with our introducing brokers and exchanges. Your role will involve optimizing efficiency and stability. If you possess strong infrastructure knowledge, a collaborative spirit, and a passion for quick, impactful work, we encourage you to apply.Key ResponsibilitiesMonitor application, server, database performance and troubleshoot with infrastructure any issues to ensure high availability and reliability.Develop and maintain automation tools to streamline file deliveries (i.e. SFTP) and reduce manual intervention.Collaborate with development teams to ensure new features and services are designed with reliability in mind.Knowledge of CI/CD pipelines to ensure smooth and efficient deployments.Conduct root cause analysis of incidents and implement corrective actions to prevent recurrence.Participate in on-call rotations to provide support for critical systems during off hours.Continuously improve system observability through monitoring, logging, and alerting solutions.Document processes, procedures, and best practices to ensure knowledge sharing and consistency.Create and manage CERT/PKA Key requests, coordination, and installation for CIIS applications. Assist Trading team to setup new Trading sessions while coordinating with Networking team. Assist with Application Migration plans when new servers are created.Assist with environment control (DEV, UAT, etc.) environment tracking / support / refreshes.What You Will BringBachelor’s degree in Computer Science, Engineering, or a related field.Proven experience as a Site Reliability Engineer or similar role.Proficiency in scripting and automation using languages such as Python, PowerShell.Experience with monitoring and observability tools (RedGate, Dynatrace, etc.).Knowledge of networking and security best practices.Familiarity with database management and optimization.Excellent problem-solving skills and attention to detail.Strong communication and collaboration skills.Soft Skills:Strong communication skillsExcellent problem-solving abilitiesAbility to work effectively in a team environmentHigh attention to detail and a proactive approach to workWhy Join Us?Innovative Environment: Work with modern technology in a fast-paced, dynamic industry.Professional Growth: Opportunities for continuous learning and career advancement.Collaborative Culture: Be part of a supportive team that values collaboration and innovation.Impactful Work: Contribute to a critical aspect of our business, ensuring our clients can trade efficiently and effectively.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 SuccessWe 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 StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid 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.
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 distinguish ourselves in the Canadian clearing broker industry by owning our entire technology stack in-house. Our team is a close-knit, collaborative group with a clear vision and goal. As a Senior Business Systems Analyst, you will work closely with our technology teams and business partners to develop a cutting-edge, next-generation trade execution system and book of record. If you are a seasoned veteran with deep industry knowledge, collaborative spirit, and enthusiasm for moving quickly and making a difference, we encourage you to apply.Key ResponsibilitiesYou may be involved in the build or enhancements of client management, trading, transaction processing, transfer management, or integrations with internal and external systems.Liaise within our business and technology teams for requirements gathering.Liaise with our application architecture teams for solutions design.Strong ability to debug, reverse-engineer, and document.Ensure solutions are lightweight, optimized, and maintainable.Assist with the preparation and testing of new features or releases.What You Will BringEducational Background: Bachelor’s Degree in Computer Science, Computer Engineering, or a related field.Technical Skills:Proficiency in .NET C#, SQL.C++, Java, React, Node JS an asset.Familiar with GIT, Source Control features (branching/merging), and CI/CD pipelines, Atlassian Confluence, Jira.Understanding of Object-Oriented Software Development methodology, multi-threading and Concurrency.Preferred Experience:Minimum of 15 years of relevant work experience in a similar role. Ideally in the brokerage/securities financial industry.Experience with brokerage book of record systems an asset. (ISM, BPS, Dataphile, RPM R-Broker, Univeris, etc.)Experience interacting with the markets via CDS, DTC, FundServ, Cannex, Euroclear, Swift, etc.Why Join Us?Innovative Environment: Work with modern technology in a fast-paced, dynamic industry.Professional Growth: Opportunities for continuous learning and career advancement.Collaborative Culture: Be part of a supportive team that values collaboration and innovation.Impactful Work: Contribute to a critical, high visibility area of our business.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 SuccessWe 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 StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid 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.
Data EngineerAt 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 Data Engineer to join the Data Operations – IT Data Analytics & Reporting team. The successful candidate will focus on data aggregation internal development where we are leveraging AWS and a core platform to create experiences and automations that supports delivery of enriched data for consumption by various business functions across the enterprise.WHAT YOU WILL DOIntegrate, synchronize, enrich, cleanse, deliver and distribution data from disparate sources.Maintain a semantic consistency of the master data throughout the transactional activity and provide a mechanism to correct data quality issues by implementing necessary changes to operational systems.Leverage the core platform and use its services and functions to ensure the accurate, single version of the truth is maintained in the data hub and propagated to core systems.Document & assist development teams with best practice, data delivery solutions using the core platform and data management tools.Work closely with various teams to ensure an optimal data & advanced analytics platform, for current and future state.Share ownership of the overall quality of the product; contribute to test automation and execution.Contribute new ideas including features, alternative designs, and automation opportunities.WHAT YOU WILL BRINGExperience5+ years of hands on development experience as a Data Engineer, developer or DBA relational DB in the past.Takes ownership of workSolid understanding of data, data modeling, security, resilient systems design, integration and application development.Strong skillset in SQL (ideally experience in Snowflake)Ability to solve open-ended problems with high quality solutionsExperience interacting with Investment data sets.Experience with Master Data Management tools and processes would be an asset.Strong analytical, consultative, and team communication / facilitative skills with solid written and verbal communication skillsProficient in designing and developing multi-tiered business applications for high availability and scalability.Streaming data processing pipelines.Bachelor’s degree in Computer Science, Computer or Electrical Engineering, Mathematics, or equivalent experience.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.Hybrid Work EnvironmentOur company operates in a hybrid work environment, offering flexibility for employees to work remotely and in the office. As part of this arrangement, all employees are required to be present in the office for a minimum of three days per week.WHAT WE OFFER Modern HQ location within walking distance from Union StationEquipment Purchase ProgramTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Employee Share Purchase Program (ESPP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid time off for VolunteeringWe 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.
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 SummaryWe are currently seeking a Wealth Advisor to join our Advisory team. In this role, the Wealth Advisor will develop and maintain the client relationships for the Aligned Capital Partners Inc. (“ACPI”) book of business. The candidate will work within our team-oriented environment, bring investment knowledge and industry expertise, including holistic planning advice and service excellence to help our clients meet their financial goals. In this role, you will be working with a dedicated segment of clients with the goal of building and strengthening long-term relationships and ultimately increasing the assets under management through a combination of organic growth and referrals. In order to focus on this key objective, the Wealth Advisor will be part of a team which provides administrative support and technology to manage information and streamline processes and communication.WHAT YOU WILL DO Work with existing Advisors to understand how they manage their client relationships and business, develop the relationship transition plan with the team, execute according to the plan to ensure a successful and seamless transition.Service and proactively develop relationships with new and existing clients through various channels including phone and email contact, and virtual and in person meetings.Be responsive with a high sense of urgency providing timely information, investigate and resolve client issues and initiate follow up.Cultivate new business through consolidation of assets and referrals from existing clients.Collaborating with team members to coordinate and improve delivery of investment and financial advice.Support the group by leveraging technology and standardizing procedures to deliver a consistent and professional service model.Work with the investment team and transitioning Advisor to make suitable investment recommendations including promoting the benefits of managed money solutions to clients and prospects.Promote and enforce the integrity of policies and practices implemented by ensuring compliance with regulatory requirements and accepted internal controls.WHAT YOU WILL BRING A proven Advisory leader with a track record in developing client relationships and contributing to a team of professionals that has supported the overall success of a companyA demonstrable ability to build strong and meaningful professional relationships with clients and the team including cross-functional business partnersMust be collaborative and comfortable working in a dynamic team environmentAble to think strategically and see the big picture, but demonstrate where they have strategic concepts into a more detailed mindset to ensure deliverables are accurate and of high qualityWell organized with excellent time management skills and able to handle multiple deadlines and changing prioritiesExcellent written and verbal communication and presentation skillsMotivated self-starter with a collaborative and entrepreneurial spirit and a strong sense of urgencyA minimum of 5-10 years sales and client service experience and excellence within the investment industry.A registered representative with CIRO and CFP, PFP, CIM or another professionally recognized planning designationInsurance registration, or the ability to obtain an insurance license is an asset.Strong knowledge of financial markets and experience using financial planning software and delivering financial plansStrong client service skills and experience in a sales focused roleMust demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations.Detail oriented, professional and analytical, positive attitude and genuine commitment to client service.The pay range for this position is $85,000.00 – $115,000.00 per year. We are required to provide a reasonable estimate of the pay range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.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.What We OfferModern HQ location within walking distance from Union StationFlexible & Hybrid Work ProgramEquipment Purchase ProgramTraining ReimbursementPaid Professional DesignationsCorporate Discount ProgramEnhanced group benefitsParental Leave Top–up programFitness membership discountsVolunteer paid DaysWe 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.
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 Data Analyst position will support the Investment and Product team at Company by delivering data-driven insights that inform strategic investment decisions and product development. Reporting to the Director, Business Analytics & Insights, this individual will be responsible for gathering, analyzing, and interpreting complex investment and product-related data to support initiatives that enhance portfolio performance, product positioning, and market competitiveness. This role is ideal for a detail-oriented, analytical professional who is passionate about leveraging data to optimize investment outcomes and guide high-impact business strategies.ResponsibilitiesData Collection and Analysis: Gather, organize, and analyze investment-related data, including fund flows, portfolio performance, market trends, and product usage, to uncover insights that inform investment strategy and product development.Performance Reporting: Develop and maintain regular reports and dashboards for investment leadership, highlighting product performance, benchmark comparisons, asset allocation trends, and client segment behaviors.Insights for Investment Decision-Making: Provide data-driven insights to support portfolio construction, product positioning, and competitive analysis, helping to refine investment strategies and identify emerging opportunities.Data Quality and Integrity: Collaborate with the data engineering team to ensure data accuracy and consistency across investment datasets, performing regular validations and resolving data issues as needed.Ad Hoc Analysis: Conduct targeted analyses to support strategic initiatives, evaluate investment hypotheses, and answer specific questions posed by the Investment and Product teams or senior leadership.QualificationsEducation: Bachelor’s degree in a relevant field such as Mathematics, Business, Finance, Economics, Statistics, Data Science, or a related area.Experience: 2+ years of experience in data analysis, business intelligence, or Risk and Portfolio analytics, preferably within a financial services or B2B environment.Technical Skills: Proficiency in SQL and data visualization tools (e.g., Tableau).Analytical Mindset: Strong analytical skills, with a proven ability to interpret data and create actionable insights.Attention to Detail: Meticulous attention to data accuracy and ability to work with large data sets to ensure data quality.Communication Skills: Strong written and verbal communication skills, with the ability to present findings in a clear and impactful way for business stakeholders.Problem-Solving: Proactive problem-solver with the ability to think critically and provide data-driven solutions.Preferred QualificationsExperience in asset management or a related financial services field.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 SuccessWe 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 StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid 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.
