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 serviceLa 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 OFFRONSSiège social moderne situé à distance de marche d’Union StationRemboursement de la formationDésignations professionnelles payéesRégime d’épargne des employés (REE)Programme de rabais d’entrepriseAvantages sociaux collectifs améliorésProgramme de complément au congé parentalRabais sur les abonnements à des centres de conditionnement physiqueJournée 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 , ou appelez le 416 364-1145, poste 4747.
JOB SUMMARYAs 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.
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 serviceLa 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 OFFRONSSiège social moderne situé à distance de marche d’Union StationRemboursement de la formationDésignations professionnelles payéesRégime d’épargne des employés (REE)Programme de rabais d’entrepriseAvantages sociaux collectifs améliorésProgramme de complément au congé parentalRabais sur les abonnements à des centres de conditionnement physiqueJournée 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 , ou appelez le 416 364-1145, poste 4747.
JOB SUMMARYAs 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.
We are currently seeking a Business Processing Associate to join our Client Experience team. In this role, the successful candidate will be responsible for ensuring the timely and accurate processing of various financial transaction types, for analyzing trade requests deemed “not in good order” and for incorporating the necessary steps to ensure all information and documentation is received in good order for processing. The incumbent is also responsible for providing prompt and courteous service to internal teams, to our advisors and/or to third-party institutions depending on the assigned task. This role will be a hybrid role and based in Toronto, ON with a requirement of being in the office three days a week.
WHAT YOU WILL DO Conduct adequate analysis of all new financial/transactional request typesAnalyze and interpret trade requests to make sound decisions to action the request accordinglyEnsure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requestsHandle set ups and/or modifications to existing/ongoing systematic transactions in accountsCommunicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as requiredReview daily reconciliation and data integrity reports as assignedHandle routine cleanup reports to ensure all client information is accurately reflected in our recordsAssist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the departmentParticipate in User Acceptance Testing when required
WHAT YOU WILL BRINGMinimum 1+ years of experience in an administrative position or Operations back-office environmentHigh school diploma is the minimum requirementPost-Secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an assetAbility to work well under pressure and within time constraintsExcellent analytical and problem-solving skillsExcellent written and verbal communications skillsKeen attention to detailUnderstanding of investing fundamentals and/or Mutual Funds is considered an assetCompletion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an assetStrong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an assetPrior data entry/financial transaction processing experienceExtensive knowledge of industry back-office or Operations practices
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 StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced Group BenefitsParental Leave Top–Up ProgramFitness Membership DiscountsPaid Volunteer Day
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 $34,320 to $58,500. 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.
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 , 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 are currently seeking a Business Processing Associate to join our Client Experience team. In this role, the successful candidate will be responsible for ensuring the timely and accurate processing of various financial transaction types, for analyzing trade requests deemed “not in good order” and for incorporating the necessary steps to ensure all information and documentation is received in good order for processing. The incumbent is also responsible for providing prompt and courteous service to internal teams, to our advisors and/or to third-party institutions depending on the assigned task. This role will be a hybrid role and based in Toronto, ON with a requirement of being in the office three days a week.
WHAT YOU WILL DO Conduct adequate analysis of all new financial/transactional request typesAnalyze and interpret trade requests to make sound decisions to action the request accordinglyEnsure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requestsHandle set ups and/or modifications to existing/ongoing systematic transactions in accountsCommunicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as requiredReview daily reconciliation and data integrity reports as assignedHandle routine cleanup reports to ensure all client information is accurately reflected in our recordsAssist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the departmentParticipate in User Acceptance Testing when required
WHAT YOU WILL BRINGMinimum 1+ years of experience in an administrative position or Operations back-office environmentHigh school diploma is the minimum requirementPost-Secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an assetAbility to work well under pressure and within time constraintsExcellent analytical and problem-solving skillsExcellent written and verbal communications skillsKeen attention to detailUnderstanding of investing fundamentals and/or Mutual Funds is considered an assetCompletion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an assetStrong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an assetPrior data entry/financial transaction processing experienceExtensive knowledge of industry back-office or Operations practices
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 StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced Group BenefitsParental Leave Top–Up ProgramFitness Membership DiscountsPaid Volunteer Day
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 $34,320 to $58,500. 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.
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 , 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 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 DOAssist 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 BRINGPost Secondary education in related field.Licensed with CIRORelevant 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 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 , 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 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 DOAssist 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 BRINGPost Secondary education in related field.Licensed with CIRORelevant 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 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 , 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.
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 connexeIl 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 atoutCapacité 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 publicsDoit être disposé à voyager – possibilité de déplacements pouvant atteindre 10 % du temps de travail
WHAT YOU WILL BRING
University degree in business or related disciplineIt is mandatory to be eligible for licensing by the Autorité des Marchés Financieres Commission upon hire as a portfolio manager/advising rep with discretionary authorityCIM Designation and/or CFA Charter; CFP designation is considered an assetAbility 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 audiencesMust 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 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.
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 connexeIl 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 atoutCapacité 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 publicsDoit être disposé à voyager – possibilité de déplacements pouvant atteindre 10 % du temps de travail
WHAT YOU WILL BRING
University degree in business or related disciplineIt is mandatory to be eligible for licensing by the Autorité des Marchés Financieres Commission upon hire as a portfolio manager/advising rep with discretionary authorityCIM Designation and/or CFA Charter; CFP designation is considered an assetAbility 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 audiencesMust 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 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.
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 currently seeking a Service Associate to join our team in Calgary and support the operations of the Investment and Wealth Advisory Group at CI Wealth. The Service Associate will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team.
WHAT YOU WILL BRINGA minimum of 2 years’ experience in financial services industry with a focus on operations and client’s services.Post-secondary education.Ability to meet deadlines and work efficiently under pressure, with a keen attention to detail.Excellent verbal and written communication skills.Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).Familiarity with DocuSign, and Salesforce is a plus.Strong analytical, administrative, problem-solving, and organizational skills.Self-motivated with a positive attitude.Proven ability to collaborate well in a team environment and maintain professionalism in a fast-paced setting with tight deadlines.
WHAT YOU WILL DO
Accurately process daily mutual fund, stock, and bond trades.Prepare paperwork for investment purchases, redemptions, switches, and in-kind transfers.Manage and maintain filing systems.Update and maintain non financial requests.Liaise with Assante back office on transfers, administration issues, and maintenance tasks.Assist with coordinating digital marketing.Be the first point of contact for new National Account clients and triage with the appropriate CI Assante resources.
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 , 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 are currently seeking a Service Associate to join our team in Calgary and support the operations of the Investment and Wealth Advisory Group at CI Wealth. The Service Associate will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team.
WHAT YOU WILL BRINGA minimum of 2 years’ experience in financial services industry with a focus on operations and client’s services.Post-secondary education.Ability to meet deadlines and work efficiently under pressure, with a keen attention to detail.Excellent verbal and written communication skills.Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).Familiarity with DocuSign, and Salesforce is a plus.Strong analytical, administrative, problem-solving, and organizational skills.Self-motivated with a positive attitude.Proven ability to collaborate well in a team environment and maintain professionalism in a fast-paced setting with tight deadlines.
WHAT YOU WILL DO
Accurately process daily mutual fund, stock, and bond trades.Prepare paperwork for investment purchases, redemptions, switches, and in-kind transfers.Manage and maintain filing systems.Update and maintain non financial requests.Liaise with Assante back office on transfers, administration issues, and maintenance tasks.Assist with coordinating digital marketing.Be the first point of contact for new National Account clients and triage with the appropriate CI Assante resources.
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 , or call 416-364-1145 ext. 4747.
