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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

Technology Analyst I

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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Technology Analyst I

Location:
(CANADA) and Toronto
Job Reference:
10725
Functional Area/Experience:
IT / Fresh Graduate
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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 Technology Analyst to join our IT team. In this role, the successful candidate is expected to provide IT administrative support to CI Financial and its subsidiaries, including Assante, BBS and Stonegate financial advisors and branch staff. This individual will perform IT administrative tasks in a timely manner while maintaining a high standard of quality and service.

What you will do

  • Handle IT configuration tasks – hardware, software, and server related - for employee configuration, including onboarding, moves, transfers, leave of absence, change requests, moves, and terminations, and access requests in accordance with audit standard. 
  • Maintain inventory floats and ensure all hardware and software assets are tracked accurately in asset register. 
  • Deploy new hardware, including Cisco, iOS, Windows 10 devices, printers and decommission end of life hardware in accordance with defined process. 
  • Deliver a high standard of customer service based on communication, professionalism, timeliness and accuracy of technical information provided. 
  • Log requests follow up on outstanding items, and provide instructions and status updates to users in a clear, professional manner (written and verbal). 
  • Maintain team knowledge base (Wiki), ensuring internal resources about processes, systems, and devices used by the team are up to date. 
  • Investigate and resolve issues using internal resources as well as conducting research from sources publicly available (i.e. internet sources). 
  • Determine scope of user issues and escalate to applicable team when appropriate. 
  • Prioritize and manage multiple requests based on urgency and scope of the issue. 
  • Resolve all incidents and issues within the defined SLA. 
  • Maintain orderliness and cleanliness of IT storage area, ensuring hardware is stored in accordance with established standards.

What you will bring

Experience  

  • Previous experience in Active Directory computer, users, and groups related configuration role.  
  • Previous experience automating Active Directory administrative tasks using PowerShell and Flow. 
  • Previous experience with asset management, hardware lifecycle, and pc and mobile device deployment using SCCM/Intune or equivalent tools. 
  • Previous experience in a customer service-oriented role.  

Asset:  

  • Familiarity with hardware, software applications and platforms used by CI Financial and subsidiaries. 
  • Understanding of and/or previous experience in the financial services industry. 
  • Previous experience using a ticketing system to log incidents and service requests. 
  • Previous experience using asset registry system to track hardware/software lifecycle. 
  • Experience with PowerShell scripting. 
  • Experience with printer deployment and secure printing technologies.  

Education/Training  

  • University degree/college diploma or equivalent in an IT related discipline.  

Assets:  

  • A+, MCITP, Network +, and/or ITIL certification  

Knowledge, Skills, and Abilities

Knowledge  

  • Technical and practical knowledge of Microsoft Active Directory, Exchange Online, SCCM and Intune. 
  • Technical and practical knowledge of Windows, iOS operating systems, MS Office suite and MS Office 365. 
  • Understanding of security technologies RSA, Bitlocker. 
  • Networking – specifically TCP/IP, Ethernet, Windows networking, network printing. 
  • Good understanding of internet technologies (http, https, e-mail, VPN, etc.). 
  • Familiarity Apple iPhone, iPad, Lenovo, Microsoft Surface Pro, and Cisco VoIP desk phone hardware.  

Skills  

  • Customer service and detail oriented 
  • Strong written and verbal communication skills 
  • Excellent problem-solving skills 
  • Strong interpersonal skills 
  • Strong organizational skills 
  • Propensity to learn 
  • Ability to manage competing priorities 
  • Can lift 40 lbs  

Abilities  

  • Ability to manage client expectations by actively listening and communicating in a friendly, professional manner. 
  • Ability to prioritize and multi-task several requests in a short period of time. 
  • Can adapt to the needs of different environments and people. 
  • Willing to adapt to technology and process change. 
  • Willing to take initiative and ownership in resolving incidents and requests. 
  • Able to work independently or in a team with minimal supervision.  

Office conditions

  • Rotating 8-hour shift, to cover 8 am to 6 pm support window. 
  • May require overtime depending on workload. 
  • Moderate physical labor required on occasion.   

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 by clicking “Apply”.

Only qualified candidates selected for an interview will be contacted.

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Equity Research Analyst

Location:
(CANADA) and Toronto
Job Reference:
10724
Functional Area/Experience:
Business, Accounting & Finance / 2 Years
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Job Description:

Job Description & Qualifications

Sentry Investment Management a CI Investments company was founded in 1997 and, through financial advisors in Canada, offers a diverse range of investment products, including domestic mutual funds, managed solutions and separately managed accounts. Sentry has an experienced team of investment professionals with diverse backgrounds and expertise, focused on delivering superior risk-adjusted returns over the long-term. We emphasize objective, independent thinking with an investment process focused on bottom-up, company-specific research.    

Job overview

The successful candidate will partner with the Equity Income team and is responsible for the research and analysis of North American dividend and income-paying equity securities. The Equity Research Analyst will have a broad knowledge base across various industries, with some specific sector responsibility, in generating buy, hold and sell decisions.           

What you will do

  • Analyze financial information to determine current and future financial performance;         
  • Generate a sound fundamental thesis for each investment position;         
  • Develop expertise on the securities under his/her responsibility, and support other Analysts/PMs as necessary;         
  • Perform maintenance work on securities held within the team's funds;         
  • Build and maintain financial models for key companies in the industry universe;         
  • Update the team accordingly with material information (i.e. Annual and Semi-Annual Reports, AIFs, Press Releases, other Analyst reports);         
  • Monitor operational and financial performance of the companies through financial statement analysis, management meetings, industry contacts, and conferences;         
  • Support marketing and capital raising efforts;         
  • Take part in presentations to Wholesalers and existing/potential clients;         
  • Ability to present an idea to a team and defend that idea under scrutiny;         
  • Be passionate about investing and learning about capital markets;                                                                                                                                
  • Ability to work under pressure and meet deadlines

 What you will bring

  • Successful completion of CFA Level 1 at a minimum;         
  • University degree preferably in Economics, Finance or Business or equivalent experience;         
  • Minimum 2 years buy or sell-side securities analysis experience required;         
  • Superior working knowledge of Excel, Power Point and Word;         
  • Outstanding research capabilities: proven, in-depth analytical skills;         
  • Excellent written /verbal communication, presentation and interpersonal skills. Must be able to work well in a team environment or independently when required

What you can expct 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 by clicking “Apply”.

Only qualified candidates selected for an interview will be contacted.

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Private Client Operations Specialist

Location:
(CANADA) and Toronto
Job Reference:
10723
Functional Area/Experience:
Business, Accounting & Finance / Fresh Graduate
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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.

Status: Contract (6 months)

Job Overview

We are currently seeking a Private Client Operations Specialist to join our Private Client Operations team. In this role, the successful candidate is expected to provide prompt and courteous service to our internal and external partners, which includes our Investment Counselors, Financial Advisors and their Assistants. Primary duties include providing administrative support on all Financial and non-Financial requests for our private client accounts. Areas of responsibility may include: tax package generation, account reconciliation, cash investment and trade processing (including LOIs/Corrections). Our team takes great pride in providing high quality work and service for our high net worth clientele under the Assante Private Client and Stonegate platforms.

What you will do  

  • Ensure daily financial/non-financial requests and integrity reports are acted upon in a timely manner and with exceptional accuracy. 
  • Duties may include: managing daily investment directions and investing high dollar values with the utmost accuracy in our high-net worth client portfolios; reconciling account and ACB values with custodial records, and setting up securities and transactions in our internal system where required; preparing tax packages for our high net worth corporate and trust accounts with exceptional accuracy and quality; processing financial trades and LOI/Corrections and co-ordinating money movement between internal and external parties. 
  • Provide prompt and courteous service to Financial Advisors, Investment Counsellors, Client Service, Wealth Planners, Custodians and other internal departments via phone and email on account-specific inquiries. 
  • Review all incoming requests and ensure all business and compliance procedures are adhered to. 
  • Investigate account-related problems, analyze, make recommendations, and implement the best-possible agreed-upon solution for the client in a timely manner. 
  • Handle escalated issues and ensure regular follow up and prompt resolution is achieved. Ensure proactive escalation of issues on matters requiring management’s attention. 
  • Support team with quality control efforts and assist in other Private Client desks or special projects throughout the year as assigned.

What you will bring  

  • Post-secondary education in Business or a related discipline 
  • Experience within the financial services industry in an administration/service role considered an asset 
  • Mutual funds/securities knowledge and related industry courses (CSC IFIC Operations, etc.) is an asset 
  • Working knowledge of day-to-day operations/administration of client accounts, with strong analytical, problem solving and good arithmetic skills 
  • Strong and accurate alphanumeric data entry skills and customer service mindset 
  • High degree of accuracy and attention to detail, with the ability to multitask and deliver high quality work under pressure 
  • Proficiency in MS Office (Excel, Outlook and Word)
      

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 by clicking “Apply”.

Only qualified candidates selected for an interview will be contacted.