Teams at CI Financial

Provide investment advice and client service for the Assante Financial Management book of business. Develop and maintain client relationships, cultivate new business and referrals, establish savings/investment plans, recommend suitable in-house products and managed solutions, resolve client issues, and ensure compliance with securities regulations.

The Manager of Data Operations will lead a team to ensure the reliability and scalability of data platforms, enforce operational standards, and implement CI/CD practices. Responsibilities include monitoring data quality, incident management, and collaborating with various teams to enhance data operations.

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