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CI Investments has been managing money on behalf of Canadian investors since 1965. In 1981, CI entered the global fund arena with the introduction of CI Pacific Fund – one of the first funds in Canada devoted to Asian markets. The company became known for its expertise in foreign funds and adopted the name Canadian International Fund Management.

Over the years, CI expanded its lineup of funds to provide investors with an increasingly comprehensive offering of Canadian, global and industry funds. This growth was guided by a strategy of seeking the best available portfolio managers.

CI is a leader in innovation. The company was, for example, the first to offer tax-efficient funds with the introduction of CI Corporate Class. CI also was a leader in introducing industry funds and was the first mutual fund company to partner with an insurance company to offer segregated funds. In 2013, CI launched the G5|20 Series, which offers guaranteed cash flow over 20 years and is the first mutual fund of its kind in Canada.

In June 2005, CI adopted the name CI Investments to reflect its diverse lineup of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments.

Today, CI Investments is a leading investment manager with approximately $85.6 billion in assets under management. About two million Canadians trust us to help realize their financial goals.

CI is proud to partner with financial advisors across Canada, who offer our funds to their clients. We believe investors are most successful when they follow a sound financial plan developed with the assistance of a qualified advisor.
CI is affiliated with three alternative asset management firms, Marret Asset Management Inc. (www.marret.com), Red Sky Capital Management Ltd. (www.redskycm.com) and Lawrence Park Capital Partners, Ltd. (www.lpcapitalpartners.com).

CI also serves the institutional investment marketplace through a dedicated division, CI Institutional Asset Management, which is on the Web at www.ciinstitutional.com.

CI is a subsidiary of CI Financial Corp., which is listed on the Toronto Stock Exchange under the symbol CIX. CI Financial had approximately $111 billion in fee-earning assets as of September 30, 2013.
 

Latest jobs

Internal Wholesaler

Location: Toronto, canada

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CI Financial

20th Floor
2 Queen Street East
Toronto, ON
Toronto ,M5C 3G7
CANADA

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Internal Wholesaler

Location:
(CANADA) and Calgary
Job Reference:
10422
Functional Area/Experience:
Business, Accounting & Finance / 2 Years
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Job Description:

Job Description & Qualifications

CI Investments is one of Canada’s largest investment management companies. It offers a wide range of investment products and services and is on the Web at www.ci.com. CI is a subsidiary of CI Financial Corp. (TSX: CIX), an independent, Canadian-owned wealth management firm with $176.9 billion in fee-earning assets as of July 31, 2019.

We are currently seeking an Internal Wholesaler who is professional, coachable and accountable to join our Sales team in Calgary. In this role, the successful candidate will work in partnership with the VP, Sales and Sales Associate to identify, develop, and strengthen advisor relationships within a specific territory to achieve significant net sales.

This role will have a specific focus on significant and proactive territory prospecting, while maintaining existing advisor relationships, in partnership with the VP, Sales and Sales Associate.

What you will do

  • Perform pro-active call and sales campaigns to promote CI Investments’ product offerings to existing and potential clients 
  • Generating referrals for your respective wholesalers 
  • Respond to inquiries on products, fund management strategies, portfolio manager philosophies/processes/styles and industry trends 
  • Develop sales campaigns and assist in delivery of sales presentations, in partnership with VP, Sales and Sales Associate 
  • Provide sales strategies, concepts, marketing ideas and support to financial advisors, in collaboration with VP, Sales and Sales Associate 
  • Proactively prospect/identify financial advisors who are interested in CI Investment funds and are open to incorporating CI funds into their book of business; internal wholesalers will be required to understand the goals, expectations and needs of advisors by utilizing a consultative, question based sales process 
  • Book meetings for the VP, Sales with qualified advisors who are interested in incorporating CI investment solutions into investor portfolios 
  • Maintain a comprehensive understanding of CI funds, market trends, advisor trends and investor trends 
  • Work closely with and support efforts of other team members 
  • Act as a sales resource for the VP, Sales during vacation and other absences 
  • Updating daily call activities and maintaining accurate advisor records within Salesforce on a timely basis 
  • Achieving annual activity productivity targets in the areas of: proactive calls, Know Your Advisor information and meetings booked as set by the Sales Management team

What you will bring

  • Minimum 2 years financial services industry experience in a sales capacity 
  • University degree in Business Administration 
  • Financial services designations (e.g. CSC, CFP, CIM, CFA). 
  • Securities, mutual fund products, and investment industry experience an asset 
  • Advanced expertise in MS Office (Word, Excel, PowerPoint) 
  • Excellent communication and interpersonal skills in managing relationships with clients 
  • Strong time management and organization skills with the ability to meet deadlines 
  • Resourcefulness and creative problem-solving skills to provide effective solutions for clients

Working conditions

  • Ability to thrive in a high energy, performance and metric oriented, team based sales environment 
  • May require attending marketing functions and activities which extend beyond normal office hours 
  • Limited travel may also be required  
  • Only qualified candidates selected for an interview will be contacted.

What you can expect from us

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through: 

  • Recognition & Compensation
  • Training & Development
  • Health & Well-being
  • Communication & Feedback 

If you are a passionate, committed and dynamic individual, please submit your resume 

Only qualified candidates selected for an interview will be contacted.

 

Requisition ID: 2649

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Bilingual Marketing Approvals Consultant

Location:
(CANADA) and Toronto
Job Reference:
10345
Functional Area/Experience:
Business, Accounting & Finance / 1 Year
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Job Description:

Job Description & Qualifications

Founded in 1995, Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 830 professional advisors, located in communities throughout the country, have approximately $43 billion of Canadian's family wealth under their care.

Job overview

We are currently seeking a Bilingual Marketing Approvals Consultant to join our Marketing Approvals and Consulting team. In this role, the successful candidate is expected to co-ordinate all Assante Advisor advertising and sales communications submitted to the team for review and approval. We provide recommendations (including coordinating design, editing, and copy writing changes) to improve advisors’ promotional materials and ensure adherence to Assante branding and compliance standards.

What you will do

  • Review and communicate approval of all client-oriented sales communications –advertisements, newsletters, client letters, advisor brochures, presentations, client appreciation events, websites, web-based sales communications and social media
  • Coordinate tracking of incoming requests from Marketing Approvals inbox on Salesforce
  • Liaise with internal departments for compliance, design, and branding review
  • Participate in short term projects, as needed

What you will bring

  • 1-2 years of financial industry experience 
  • Post-secondary education in Business, Marketing or a related discipline 
  • Ability to manage, prioritize, and complete a high volume of tasks in an efficient and timely manner
  • Exceptional customer service skills and ability to build strong rapport with financial advisors
  • Exceptional verbal and written communication skills in both French and English
  • Strong attention to detail
  • Team player with a commitment to continual improvement

What you can expect from us

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

  • Recognition & Compensation
  • Training & Development
  • Health & Well-being
  • Communication & Feedback  

If you are a passionate, committed and dynamic individual, please submit your resume

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Fund Data Analyst

Location:
(CANADA) and Toronto
Job Reference:
10344
Functional Area/Experience:
Business, Accounting & Finance / 3 Years
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Job Description:

Job Description & Qualifications

CI Investments is one of Canada’s largest investment management companies. It offers a wide range of investment products and services and is on the Web at www.ci.com. CI is a subsidiary of CI Financial Corp. (TSX: CIX), an independent, Canadian-owned wealth management firm with $176.9 billion in fee-earning assets as of July 31, 2019.

Job Overview

We are currently seeking a Fund Data Analyst to join our Fund Operations team. In this role, the successful candidate is expected to maintain overall oversight of data accuracy and integrity, work directly with Service Providers to ensure accurate daily data feeds into and out of the third-party systems and assist in new Fund set-ups and current Fund mergers and terminations. Our team takes great pride in working with internal groups to provide accurate and complete data for daily, weekly, monthly and annual trading and or reporting requirements.  

What you will do

  • Maintain, review and reconcile daily the data (security master and position reconciliation) in the Investment Systems including but not limited to multiple custodial feeds, vendor feeds, transaction processing, corporate action processing, private and restricted security pricing  
  • Preparation of monthly and quarterly external and internal data reporting: Morningstar and Website holdings  
  • Provide support for daily cash management and daily cash projection processes
  •  Assist in the reconciliation of the Investment System GL balances to service providers GL  
  • Provide support to Investments, Trading Desk and Portfolio Administration for the daily trading, domestic and foreign settlements and cash reconciliations  
  • Support weekly and/or monthly internal and external reporting requirements    

What you will bring

  • Intermediate knowledge (2 – 5 years) of the investments; equity securities, fixed income securities, derivatives and mutual funds 
  • Two-to-three years of fund accounting experience in the mutual fund industry  
  • Ability to work with Investment Accounting System Software, Eagle Investment Systems experience would be an asset  
  • Education level: Business university degree/college diploma with a focus on accounting  
  • Additional / special / professional courses: CSC, Accounting Designation  
  • Technical skills and level: Intermediate Excel, Microsoft Office, experience with Eagle Investment Systems preferred  
  • General knowledge and level: Good overall understanding of mutual funds and financial services industry  
  • A Mathematics, Economics, and/or Finance degree would be an asset  
  • Three to five years of hands on experience in the mutual fund industry 
  • Exposure to security research tools, Bloomberg experience would be an asset  
  • Strong Excel skills    

What you can expect from us

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

  • Recognition & Compensation
  • Training & Development
  • Health & Well-being
  • Communication & Feedback