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.
Hybrid · Toronto
The Business Systems Analyst will support Salesforce CRM by defining specifications, managing project cycles, and coordinating testing with stakeholders. They will also act as a subject matter expert to promote user adoption and ensure data integrity across Salesforce platforms.
Hybrid · Toronto
Responsible for the efficient transfer of client account assets in cash or in kind between CI Investment Services and external institutions. Ensures all registered and non-registered transfers meet industry guidelines, deadlines, and CRA requirements.