Jobs at CI Financial

Provide bilingual (FR/EN) client-facing operational support to advisors on systems, compliance, trading, estates and related inquiries; deliver training; collaborate cross-departmentally on complex issues; support procedural update projects and ad-hoc management priorities while managing high volumes and ensuring timely, accurate resolution.

Build and manage enterprise observability across cloud and hybrid environments using Dynatrace and AWS CloudWatch. Responsibilities include platform architecture, APM instrumentation, dashboard and alert development, incident triage, SLI/SLO and error-budget management, observability-as-code automation, telemetry governance, cost optimization, CI/CD integration, operational reporting, and mentoring engineering teams. The role requires advanced Dynatrace, AWS, Kubernetes, scripting, distributed-systems, and incident-management expertise.

Build, maintain, and enhance enterprise observability across cloud and hybrid environments using Dynatrace and AWS CloudWatch. Configure monitoring agents, dashboards, alerts, application performance monitoring, logs, metrics, and traces. Support observability for microservices, containers, serverless workloads, and distributed systems. Perform incident triage, troubleshooting, reporting, instrumentation, and alert tuning while collaborating with Cloud Engineering, DevOps, SRE, and application teams. Automate monitoring deployments through scripting and infrastructure-as-code.

Supports enterprise data governance and Data Security Posture Management initiatives by classifying sensitive data, maintaining metadata and catalogs, documenting lineage, monitoring data quality and risk, supporting retention policies, and governing structured and unstructured data. The role uses SQL and governance platforms to investigate findings, improve data protection, support audits, collaborate with stakeholders, and promote responsible data use and literacy.

Leads Salesforce developers and manages enterprise CRM architecture, configuration, customization, development, testing, security, deployments, and code repositories. Serves as a Salesforce subject matter expert across Sales Cloud, Service Cloud, and Financial Services Cloud. Partners with business and IT teams to define requirements, design solutions, coordinate projects, establish best practices, and mentor administrators, developers, and support analysts.

Support Salesforce users, troubleshoot platform issues, manage support tickets, maintain user access, validate and cleanse data, prevent duplicate records, and help ensure data integrity and completeness. The role also assists with functional testing of Salesforce developments and requires strong communication, organization, customer service, analytical, and problem-solving skills. Employees work onsite four days per week.

Prepares comprehensive wealth, financial, tax, retirement, and insurance plans for high-net-worth clients. Reviews client information, performs base-case and sensitivity analyses using financial planning software, researches financial and insurance matters, drafts planning deliverables, communicates with advisors and wealth planners, and supports employee seminars and ongoing professional development.

Coordinates integrated digital marketing initiatives across media campaigns, websites, email, and other channels. Reviews requests, validates requirements, manages workflows and deliverables, supports lead pipeline optimization, develops personalized customer experiences, and assists with marketing automation and reporting. The role coordinates stakeholders, vendors, legal and compliance teams while managing schedules, risks, issues, and communications across multiple projects.

Conduct fundamental investment research in the Technology, Media and Communications sector. Responsibilities include company, industry, and competitive analysis; building financial models and valuation frameworks; analyzing earnings and management commentary; supporting investment recommendations and research reports; monitoring company developments; and participating in meetings with executives and industry experts.

Support end-to-end trading operations across equities, fixed income, and derivatives, including IBOR reconciliation, order generation, portfolio rebalancing, cash monitoring, trade allocations, settlement, corporate actions, collateral management, and discrepancy resolution. Partner with portfolio managers, traders, compliance, brokers, custodians, and clients. Maintain procedures, reporting, system reconciliations, and process improvements while minimizing trading and accounting errors.

Support a Wealth Advisor by assisting with financial plan development and implementation, analyzing client portfolios, monitoring market trends, preparing reports and presentations, maintaining client relationships, handling administrative tasks, ensuring regulatory compliance, and participating in ongoing training.

Analyzes investment portfolio performance, attribution, benchmarks, and risk. Calculates returns, prepares recurring reports, investigates discrepancies, supports client deliverables, automates processes, participates in UAT testing, and provides timely analysis and commentary to internal and external stakeholders.

Supports wealth advisors by developing financial plans, analyzing client and market data, recommending investment strategies, monitoring portfolios, preparing reports and presentations, maintaining client relationships, processing documentation, and ensuring regulatory compliance. The role also provides administrative support, coordinates with internal financial professionals, and participates in ongoing education to remain current on industry standards and economic trends.

Prepares and maintains institutional client reports, performance measurements, portfolio return calculations, and investment attribution analyses. Investigates data discrepancies, resolves reporting issues, supports UAT testing, and ensures timely, accurate deliverables under service-level and risk standards. The role also identifies process improvements, automates workflows, interprets large datasets, and communicates concise insights to senior staff. Employees work onsite four days per week.

Executes and optimizes automated email campaigns using Salesforce Marketing Cloud, including customer journeys, audience segmentation, reporting, integrations, and digital content development. Analyzes campaign performance and KPIs, recommends improvements, supports omnichannel marketing initiatives, documents automation workflows, and trains team members on campaign best practices. The role collaborates with sales, product, content, and other business teams and requires onsite work four days per week.

Develops holistic wealth planning reports for high-net-worth clients and business owners, covering financial planning, insurance, tax, philanthropy, and estate strategies. The role gathers and organizes client data, collaborates with advisors, accountants, lawyers, and centralized planning teams, presents recommendations, tracks implementation, and supports advisor education. It requires strong client service, communication, analytical, organizational, and financial interpretation skills, along with CFP certification and occasional regional travel.

Support fund operations including money moves, trade corrections, price reconciliation, audits, regulatory filings, and dealer relationships. Assist IFM and UMA platform development, liaise with third-party service providers, and produce reporting to internal teams.

Serve as primary service contact for Investment Counselors, financial advisors and clients; investigate and resolve account issues, submit trade requests, liaise with custodians and internal teams, support reporting and special projects in a high-net-worth private client environment.

The Senior Project Manager leads complex, cross-functional projects in the Wealth portfolio, ensuring adherence to scope, schedule, and budget while managing risks and stakeholder engagement.

Processes and records fee-related financial transactions, supports monthly fee runs, reconciles accounts, maintains fee schedules, investigates discrepancies, resolves inquiries, and coordinates with IT, vendors, and internal teams. The role also supports system improvements, compliance activities, audits, and issue escalation while ensuring accurate and timely processing within service-level agreements.