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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

Quantitative Trading Associate

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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Quantitative Trading Associate

Location:
(CANADA) and Toronto
Job Reference:
9608
Functional Area/Experience:
Business, Accounting & Finance / Fresh Graduate
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Job Description:

Job Description & Qualifications

CI Investments Inc. is one of the country’s largest investment fund companies, managing over $80.5 billion on behalf of two million Canadian investors.  CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors.  It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms.

Job overview

We are currently seeking a Quantitative Trading Associate to join our Portfolio Administration team. Reporting to the VP & Head Global Capital Markets, Trading and Central Funding, the successful candidate is primarily responsible for Private Client Trading, Corporate Actions, and Trade Support. This will generally involve close communication with Investment Advisors, Portfolio Management Teams, Strategic Counterparties, Service Providers, and Compliance.  

What you will do

  • Automation,optimization and re-engineering of desk processes and strategy tools to increase group efficiency 
  • Assist Investment Advisors with executing and monitoring portfolios, P&L and risk 
  • Facilitating day-to-day activities on the desk 
  • Ad-hoc projects 

What you will bring

  • Demonstrated interest in investment management and trading 
  • Experience with equity, credit and/or fixed income products 
  • Strong financial modeling knowledge, mathematical background and analytical thinking  
  • The ideal candidate will have a quantitative undergraduate degree (i.e. Math, Engineering, Computer Science) with up to 2 years of relevant work experience 
  • Advanced computer and programming skills  
  • Excellent academic performance while balancing extracurricular activities 
  • Strong interpersonal skills with demonstrated verbal and written communication skills 
  • Ability to prioritize work and manage multiple responsibilities simultaneously in a high performing culture, under pressure and with time-sensitive deadlines 
  • Proven ability to work independently as well as to perform effectively in a team-oriented environment 

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 in confidence online.

Only qualified candidates selected for an interview will be contacted. 

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at accessible.recruitment@ci.com, or call 416-681-4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.  

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Internal Wholesaler (Toronto)

Location:
(CANADA) and Toronto
Job Reference:
9607
Functional Area/Experience:
Business, Accounting & Finance / 2 Years
Share:
Job Description:

Job Description & Qualifications

CI Investments Inc. is one of the country’s largest investment fund companies, managing over $80.5 billion on behalf of two million Canadian investors. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms. 

Job overview

We are currently seeking an Internal Wholesaler who is professional, coachable and accountable to join our Sales team in Toronto. 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 

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 in confidence online. 

Only qualified candidates selected for an interview will be contacted. 

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at accessible.recruitment@ci.comOpens a New Window., or call 416-364-1145 ext. 4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs. 

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Internal Wholesaler (Vancouver)

Location:
(CANADA) and Vancouver
Job Reference:
9606
Functional Area/Experience:
Business, Accounting & Finance / 2 Years
Share:
Job Description:

Job Description & Qualifications

CI Investments Inc. is one of the country’s largest investment fund companies, managing over $80.5 billion on behalf of two million Canadian investors. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms. 

Job overview

We are currently seeking an Internal Wholesaler who is professional, coachable and accountable to join our Sales team in Vancouver. 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 

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 in confidence online. 

Only qualified candidates selected for an interview will be contacted. 

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.