Setting the standard for investment excellence and advice.
Toronto, Ontario
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. You can find job postings for all CI Financial companies on this page. And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Hybride · Montréal
The role provides comprehensive administrative and operational support to district vice-presidents and the broader team, including sales reporting and database management. Additionally, the incumbent coordinates marketing activities, manages promotional content, and assists with business development events.
Sur place · Dorval
Lead and support a portfolio of advisory practices to drive business growth and improve operational efficiency. Act as a strategic partner to advisors to optimize performance, increase assets under management, and enhance client experience.
Hybride · Montréal
The Vice President will provide expert tax, retirement, and estate planning support to financial advisors to drive product growth. They will also create educational content, conduct sales presentations, and collaborate with the sales team to identify new business opportunities.
Sur place · Dorval
Responsible for the retention and growth of assets under administration by supporting the Assante advisor network through training, communication, and practice management. The role involves managing a specific territory, recruiting new advisors, and providing strategic growth support.
Hybride · Montréal
Provide comprehensive administrative and operational support to District Vice Presidents and the team, including sales reporting and calendar management. Coordinate national broker events and support marketing and business development activities.