Jobs at CI Financial

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.

Supports two territory sales teams by coordinating advisor appointments, meetings, events, travel, reports, expenses, co-op forms, and marketing materials. Tracks advisor, event, co-op, and territory spending while ensuring compliance with sales policies and budget limits. Requires strong organization, communication, analytical, and problem-solving skills, along with proficiency in Microsoft Office and familiarity with investment products and Salesforce.

Supports Assante advisors and teams across Atlantic Canada through relationship management, sales support, business development, account planning, advisor onboarding, product guidance, and follow-up. The role partners with sales leadership and internal teams, tracks growth opportunities, supports regional meetings and events, and provides investment product expertise aligned with advisor and regulatory needs.

Leads the Digital Experience team in developing digital marketing capabilities, web platforms, mobile app strategy, and audience-focused online experiences. Oversees Adobe Experience Cloud initiatives, web governance, accessibility, quality assurance, vendor sourcing, and project delivery. Partners with marketing, sales, SEO, technology, and client services teams to improve digital processes and user experiences. Communicates across technical and non-technical groups while driving long-term digital ecosystem strategy.

Supports trading, portfolio modeling, order entry, reconciliations, custodial and trading issue resolution, and investment operations for SMA/UMA platforms. The role collaborates with portfolio managers, investment advisors, brokers, custodians, and internal teams; supports process improvements and ad hoc projects; and provides client service to advisors and portfolio managers. Requires financial markets and asset management knowledge, strong attention to detail, problem-solving, communication, and teamwork skills.

The Business Development Manager promotes and sells investment products, retains assets, and expands market share within an assigned territory. Responsibilities include sales campaigns, lead and referral generation, account management, client support, advisor education, sales presentations, due diligence responses, territory reporting, and competitor research. The role partners with District Vice Presidents and requires strong financial-services sales knowledge, communication, organization, and relationship-management skills.

Process registered and non-registered client asset transfers into and out of CI Investment Services. Review documentation, initiate manual and automated transfers through ATON, CDS, and related depositories, research asset identifiers, follow up on aged requests, process cheques, and ensure CRA and industry compliance. Respond to internal and external inquiries, maintain service-level standards, manage residual assets, and support operational projects during deadline-driven and seasonal workloads.

Manage monthly and quarterly financial close activities across multiple entities, including journal entries, reconciliations, variance analysis, investor reporting, shareholder distributions, and complex intercompany transactions. Support acquisitions, valuations, integrations, audits, financial reporting, and accounting policy improvements. Maintain financial models, enhance reporting efficiency, and partner with Corporate Development and business leaders on transaction-related activities.

Provides onsite and remote deskside support to end users through troubleshooting, hardware installation and repair, incident resolution, documentation, escalation, and IT inventory management. Supports laptops, printers, mobile devices, Windows 11, Microsoft applications, networking, and remote support tools. The role requires onsite work, occasional travel, after-hours or weekend availability, and collaboration with other IT teams to resolve complex issues.

The Director of Procurement develops company-wide procurement strategy, policies, governance, and operating models. Responsibilities include strategic sourcing, vendor lifecycle management, contract and supplier oversight, third-party risk and regulatory compliance, spend visibility, performance metrics, cost optimization, and business advisory support. The role partners cross-functionally with Legal, Compliance, Risk, Privacy, Finance, and Technology, while leading procurement process improvements and supplier governance.

Leads the internal controls and ICFR program, including control testing, SOX compliance, IT process walkthroughs, audit support, risk assessments, documentation, and remediation tracking. Advises executive leadership and the Compliance Committee, manages internal control specialists and consultants, strengthens governance and processes, and provides training and recommendations. The role also oversees management testing, maintains audit evidence, supports internal and external audits, and develops Floqast to improve compliance efficiency.

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.

Drives sales, asset retention, and brand promotion for CI Global Asset Management investment products. Develops relationships with financial advisors, conducts proactive sales campaigns, generates qualified referrals, supports account management, answers product and investment strategy questions, prepares sales materials and presentations, produces territory reports, and researches clients and competitors. The role is full-time in-office with occasional client visits and participation in client events or marketing activities.

The Intermediate Accountant supports month-end, quarter-end, and year-end close processes; prepares journal entries, reconciliations, financial statements, regulatory filings, and management reports; analyzes variances; supports audits; and improves financial controls and processes. The role requires collaboration across teams, strong attention to detail, and the ability to manage multiple priorities while developing technical accounting expertise.

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.

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.