CI is a great place to start your financial services career, with many interesting and challenging entry-level career opportunities for you to explore.
Our Client Services and Operations departments are where many of our employees get their start. An excellent training program, ongoing educational support, and exposure to company products in Client Services equips you to interact with advisors, clients and other professionals. Setting up new investment accounts, processing transactions and interacting daily with internal departments offers first-hand experience and in-depth knowledge of the financial industry, with plenty of opportunity to grow within our Operations department as well.
If you’re considering a career move, CI offers an exciting, fast-paced environment that can help you achieve your true potential.
You’ll be part of a results-focused team working in an entrepreneurial environment that offers visibility and mentorship, which makes CI different than other corporate financial institutions. Together, we can make a difference for Canadian investors across the country.
As an Assante Financial Advisor, you can build a prosperous, successful business by helping clients achieve their financial goals.
You’ll benefit from:
- The bench strength, resources and support of a strong and established industry leader that aims to help you succeed
- Training and professional development opportunities to help you meet your clients’ financial needs
- A comprehensive compensation structure that rewards you as you grow your business
- Access to experienced mentors and industry leaders with a proven track record
- Affiliation with a well-known, highly respected brand
Grow your career
A career with CI Financial is defined by our investment in each employee, and we believe the skills and hard work our team applies to every project can turn into something even greater.
- We recruit, compensate and promote employees based on skill-set and merit.
- Company performance and contribution are evaluated.
- Internal promotion and career advancement are highly valued.
- A safe and enjoyable work environment is a top priority.
- Employees are part of a close knit community.
- Open communication between senior management creates visibility.
Our departments include:
- Information Technology
- Client Services
- Sales & Marketing
- Portfolio Management
- Product Development & Management
- CI Private Counsel
Invested in your career
CI provides training programs to ensure that the expertise of its employees and advisors remains at a high level, which empowers us to exceed the expectations of our clients. Our employees are part of a unique, goal-oriented community.
Whether you enter as a product specialist or accounts administrator, we continue to provide our employees with the tools to develop their talents and fulfil their personal and professional potentials.
Every year we host a number of events that encourage learning, which include:
Training programs that provide employees with the foundation of knowledge about CI Financial as an organization and key features of our diverse line up of products.
Assorted lunch and learn workshops with guest speakers such as Executives, Portfolio Managers and Analysts that explore market outlooks, economic trends, company performance and personal success stories.
Career development presentations with internal industry professionals discussing topics that range from team processes to culture, career paths, candidate criteria and possible job opportunities.
Learning and Development Programs
The Leader’s Digest Summit
This annual day long conference is a perfect opportunity for all CI Financial Senior Managers, Directors and Vice Presidents to share information, learn more about company initiatives and strategy, and network with colleagues across the organization.
Mentoring Program for Women
CI Financial aims to foster future leadership potential by tapping into our current talent. High potential females are selected and paired with a senior female leader in the organization for one year. This program aims to identify and foster future leadership potential. The Mentoring Program for Women also hosts semi-annual networking events, enabling fellow employees to enjoy presentations from industry leading guest speakers.
This annual conference is tailored to Supervisor and equivalent level employees across CI Financial and provides an excellent opportunity for them to hear directly from the senior management team. We discuss company positioning and strategy, as well as current topics affecting our business.
Management Development Program — Ready to Lead
In partnership with Development Dimensions International (DDI), CI Financial has launched “Ready to Lead”, a program designed to assist in developing and enhancing front-line leadership capabilities. This program supports the development of key leadership competencies such as managing relationships, guiding interactions and coaching for success.