Jobs at CI Financial

Reviews and coordinates fund financial statements, management reports, Fund Facts, and related disclosures. Ensures reporting quality, accuracy, and compliance with IFRS and regulatory requirements. Supports implementation of new or enhanced reports, coordinates production timelines, and contributes to ad hoc projects. The role requires strong Excel and macro skills, attention to detail, organization, and experience in the investment fund industry.

Assists with developing financial plans, analyzing client data, recommending investment strategies, monitoring market trends, preparing account reports and presentations, maintaining client relationships, and supporting wealth advisors. The role also handles client information, paperwork, regulatory compliance, cross-functional coordination, and ongoing professional education.

The Tax Manager oversees Canadian corporate income tax compliance, tax accounting, tax provisions, transfer pricing documentation, audits, and indirect tax filings. The role prepares and reviews federal and provincial returns, manages tax installments, supports GST/HST, QST, and PST compliance, and conducts technical research. Responsibilities include partnering with finance, accounting, legal, and treasury teams, maintaining tax balance sheets, supporting financial disclosures, and contributing to tax planning and special projects.

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.

Leads medium to large business and technology projects from initiation through closure. Manages plans, schedules, budgets, milestones, dependencies, risks, issues, governance, and stakeholder communications. Coordinates cross-functional teams, vendors, sponsors, and technology leaders while ensuring delivery aligns with strategic objectives. Supports PMO intake, integrated planning, prioritization, and continuous improvement.

Manages sales, asset retention, and brand promotion for investment products within an assigned territory. Builds relationships with financial advisers, conducts sales campaigns, generates referrals, provides product education and account support, prepares sales and asset reports, develops sales materials, responds to due diligence requests, and gathers market intelligence. The role operates primarily from a regional office, with occasional travel to clients and events.

Leads daily performance and modernization of Canadian individual life insurance operations. Responsibilities include developing the future operating model, improving case progression and carrier advocacy, building operational intelligence, defining technology and data requirements, enhancing advisor service, and leading an established team through sustained change while maintaining service quality and operational results.

Designs end-to-end data solutions spanning ingestion, transformation, storage, modeling, and delivery for BI, analytics, AI/ML, and external consumers. Creates data flow diagrams and models, guides architectural and technology decisions, and collaborates with engineering, analytics, AI, governance, and business teams. Ensures solutions are scalable, secure, well-documented, performant, and compliant with financial-services governance and regulatory requirements using AWS, Snowflake, dbt, Alation, and Tableau Data Catalogs.

Manages relationships with introducing/carrying brokers and portfolio managers, delivers responsive client service, resolves escalations, investigates discrepancies, identifies service improvements, and supports client meetings and special projects. The role requires financial-services knowledge, strong communication and relationship-building skills, analytical problem-solving, and on-site work four days per week.

Processes financial transactions accurately and on time, analyzes incomplete trade requests, verifies documentation and authorization, manages systematic transaction updates, communicates with advisors and third parties, reviews reconciliation and data integrity reports, maintains client records, supports projects, and participates in user acceptance testing.

Coordinate advisor onboarding and transitions, including registration, licensing, code creation, asset transfers, account setup, system access, and data maintenance. Communicate with advisors, internal stakeholders, and external partners; track workflows, resolve issues, identify bottlenecks, and maintain accurate documentation. Support reporting and operational initiatives while helping improve processes in a fast-paced, evolving financial services environment.

Provide comprehensive administrative and operational support to district VPs and the team, preparing sales reports, managing communications, and coordinating marketing activities and events.

Support fundamental equity research across financial institutions by building and maintaining financial models, analyzing earnings and management commentary, producing research and investment recommendations, monitoring company developments, meeting with management, and identifying investment opportunities. Drive research efficiency by identifying process improvements and implementing data tools, automation, and AI-enabled workflows in partnership with technology and data teams.

Lead analysis of advisor, client, portfolio, sales, and operational data to produce actionable business intelligence. Build dashboards, scorecards, and executive reporting; conduct deep-dive analyses to identify trends, risks, and growth opportunities; partner with Sales, Operations, Technology, and leadership to translate requirements into scalable reporting and insights; support data governance and platform evolution to improve data quality and self-service BI adoption.

Lead operational execution of book purchases and M&A transactions from close through integration. Own the M&A operating framework, governance, roadmaps, budgets, and cross-functional delivery. Coordinate teams across Finance, Legal, Compliance, HR, Technology, and Sales, manage risks and escalations, run steering committees and executive reporting, and continuously improve playbooks and processes to drive scalable, timely, and effective integrations.

Build and maintain relationships with independent advisors and branches across Ontario, identify insurance opportunities, provide product guidance, support client discussions, and maintain pipeline momentum through application and placement. Coordinate with advanced planning and insurance specialists for complex cases, participate in advisor events and regional initiatives, and use Salesforce to track engagement, opportunities, and business results.

Provides end-to-end middle-office trading operations support, including order generation, account rebalancing, trade matching, settlement, reconciliations, corporate actions, collateral management, security master maintenance, and post-trade issue resolution. The role supports multiple asset classes and collaborates with portfolio managers, traders, brokers, custodians, clients, and compliance teams. It requires financial markets knowledge, advanced Excel skills, trading and settlement systems experience, strong analytical ability, and exceptional attention to detail.

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.