CI Financial

www.cifinancial.com

5 Jobs

2,920 Employees

About the Company

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.

Listed Jobs

Company Name: CI Financial
Job Title: Estate Administrator
Job Description: Job title: Estate Administrator Role Summary: Support the Dealer Operations team by administering and processing estate settlements and related financial transactions. Ensure accurate, timely completion of settlements, manage documentation, and maintain high service standards within agreed SLAs. Expectations: * Deliver settlement processes within established service level agreements. * Maintain accuracy and completeness of all client and transaction records. * Collaborate effectively with internal units and external advisors. * Demonstrate initiative in continuous improvement and special project support. Key Responsibilities: * Process outgoing/incoming EFTs and wire transfers, updating RBC Express, PARIO/BMS, and internal Back‑Office systems. * Execute internal client account transfers within CIIS. * Own end‑to‑end estate settlement workflow, coordinating with business units to ensure timely delivery. * Conduct due diligence on financial/transactional requests, securing proper documentation and authorization. * Respond to, manage, and process estate mailbox, Salesforce, and Gateway requests within SLA. * Participate in User Acceptance Testing and implement system enhancements. * Configure and adjust systematic transaction setups. * Communicate with advisors and third parties via phone, email, messaging, or fax. * Perform cleanup reports to maintain accurate client records. * Support peak‑period projects and departmental initiatives as assigned. Required Skills: * 1+ year in financial services back‑office/operations or similar. * Strong verbal and written communication. * Proficiency in MS Office (Word, Excel, Outlook). * Detail‑oriented, organized, and self‑initiated. * Analytical and problem‑solving capabilities. * Ability to thrive in fast‑paced, high‑volume environments. * Knowledge of investment fundamentals, mutual funds, and registered products (RRSP, RIF, TFSA, LIRA, LIF, RESP) is a plus. Required Education & Certifications: * Post‑secondary degree in Business or related field, or equivalent financial services experience. * Progress or completion of financial services designations (PFP, CFP, IFIC, CSC, CPH) is an asset. * STEP designation or certificate in Estate and Trust Administration preferred. * Experience with CDS, ATON, and/or DTC advantageous.

Company Name: CI Financial
Job Title: Cloud Strategist (DevOps)
Job Description: Job title: Cloud Strategist (DevOps) Role Summary: Lead design, deployment, and management of CI/CD pipelines and cloud infrastructure across AWS and hybrid environments. Drive automation, secure deployment practices, and cloud platform best‑practice adoption while collaborating with enterprise architecture, engineering, and operations teams. Expectations: • 12+ years of software, system, or architecture experience, with deep DevOps expertise. • AWS Certified Solutions Architect – Professional and Kubernetes Certified Administrator required. • Strong leadership in driving DevOps culture, strategy, and roadmaps. Key Responsibilities: • Deploy, optimize, and maintain CI/CD toolsets (AWS CodeSuite, Jenkins, ArgoCD, Spinnaker, JFrog Artifactory/Xray). • Migrate pipelines from Jenkins to AWS CodeSuite and from Spinnaker to ArgoCD; manage Jenkins HA, RBAC, plugins, monitoring, and backups. • Automate artifact management and CI/CD tasks using JFrog Artifactory and related tools. • Implement DevSecOps frameworks (CheckMarx, SonarQube, Xray) and enforce security controls in cloud deployments. • Design and implement cloud and application patterns on AWS; recommend platform best practices and reference architectures. • Build and maintain containerized workloads with Docker, Kubernetes, and Terraform/CloudFormation, including IaC governance. • Resolve incidents, problems, and service requests for cloud operations; develop enterprise‑wide management processes and tooling. • Conduct discovery assessments with stakeholders; advise on application architecture (monolith vs microservices) and deployment strategies (blue/green, canary). • Automate manual tasks using Python and scripting; analyze logs, thread dumps, and performance metrics to troubleshoot complex CI/CD scenarios. Required Skills: • CI/CD tooling: AWS CodeSuite, Jenkins, ArgoCD, Spinnaker, Bitbucket, JFrog Artifactory, Xray, CheckMarx. • Cloud: AWS, Terraform, CloudFormation, Systems Manager. • Container Orchestration: Docker, Kubernetes (admin). • Scripting/Programming: Python, shell, Git, build tools (NPM, Java, PyPI). • SDLC: Agile, waterfall, change/release management. • Security: DevSecOps, IAM, encryption, network security, compliance. Required Education & Certifications: • Bachelor’s degree in Computer Science, Software Engineering or equivalent professional experience. • AWS Certified Solutions Architect – Professional. • Certified Kubernetes Administrator. • (Preferred) HashiCorp Terraform certification, JFrog Artifactory certification, and additional DevOps certifications.

Company Name: CI Financial
Job Title: Senior Manager – Cloud Platform Engineering & Operations
Job Description: **Job Title** Senior Manager – Cloud Platform Engineering & Operations **Role Summary** Lead the design, engineering, operation, and transformation of AWS-based cloud platforms. Drive platform excellence, automation, security, and reliability while managing migration initiatives, DevOps practices, and vendor relationships. Mentor a high‑performance team and align cloud strategy with enterprise objectives. **Expectations** - Oversee all aspects of AWS cloud operations (EC2, EKS, ECS, RDS, Lambda, Data Lake, etc.) for production workloads. - Lead application migration and modernization projects, including lift‑shift, re‑platforming, refactoring, and containerization. - Establish and enforce CI/CD, IaC, observability, and security practices across the organization. - Manage service‑level agreements, incident response, and disaster recovery for cloud services. - Represent cloud initiatives in executive and cross‑functional stakeholder meetings. **Key Responsibilities** 1. **Platform Engineering & Operations** – Design, build, and operate AWS services; manage patching, monitoring, backup/recovery, performance tuning, and cost optimization. 2. **Automation & IaC** – Drive Terraform, CloudFormation, and automation for self‑service and standardization. 3. **Security & Compliance** – Implement Dynatrace, Qualys, AWS Backup; ensure InfoSec, audit, and governance compliance. 4. **Application Migration** – Lead lift‑shift, re‑platforming, refactoring; collaborate with architects on modernization roadmaps. 5. **DevOps & Tooling** – Govern CI/CD pipelines (AWS CodeSuite, ArgoCD), container platforms (EKS, ECS), API management (Kong), and security scanning (CheckMarx). 6. **Service Management** – Own incident, problem, change processes via ServiceNow; maintain SLA compliance and business continuity plans. 7. **Stakeholder & Vendor Management** – Engage application owners, InfoSec, compliance, and business stakeholders; manage vendor contracts and performance. 8. **Leadership & People Development** – Mentor cloud teams, drive training and certification, conduct performance reviews, and plan succession. **Required Skills** - **Programming & Automation**: Python, Shell scripting (basic). - **Infrastructure as Code**: Terraform, AWS CloudFormation (intermediate). - **AWS Cloud**: EC2, EKS, ECS, RDS, S3, Lambda, Data Lake, Systems Manager (intermediate). - **Architecture**: AWS Well‑Architected Framework, high availability, scalability, security principles (intermediate). - **DevOps & SDLC**: CI/CD pipelines, AWS CodeSuite, ArgoCD, Git, automated testing, release management (basic). - **Containers & Orchestration**: Docker, Kubernetes (EKS) (basic). - **ITSM Tools**: ServiceNow for incident, change, problem (expert). - **Soft Skills**: Leadership presence, strategic thinking, cross‑functional collaboration, communication, problem solving, change leadership. **Required Education & Certifications** - Bachelor’s degree in Computer Science, Information Technology, or related field (minimum). - Senior managerial experience in cloud platform engineering (8+ years). - AWS certifications preferred: Solutions Architect – Professional, DevOps Engineer – Professional, or equivalent.

Company Name: CI Financial
Job Title: Analyst, Business Analytics and Insights
Job Description: **Job Title:** Analyst, Business Analytics and Insights **Role Summary:** Provide analytical support to the sales organization by collecting, analyzing, and reporting on advisor performance data. Build and maintain dashboards, ensure data accuracy, and deliver actionable insights that drive advisor engagement and sales effectiveness in a B2B environment. **Expectations:** - Minimum 2 years of experience in data analysis, business intelligence, or sales analytics, preferably within financial services or B2B. - Proficient in SQL and data visualization tools (e.g., Tableau). - Strong analytical and problem‑solving skills with meticulous attention to detail. - Excellent written and verbal communication, capable of presenting findings to business stakeholders. **Key Responsibilities:** 1. Collect, clean, and organize sales and advisor‑related data from multiple sources. 2. Analyze trends in advisor performance, client acquisition, and product adoption to identify growth opportunities. 3. Design, build, and update interactive dashboards and regular performance reports for sales leadership. 4. Collaborate with data engineering to maintain data integrity and perform routine quality checks. 5. Conduct ad hoc analyses requested by sales or senior management, testing hypotheses and supporting strategic initiatives. 6. Provide data‑driven recommendations to improve advisor engagement and sales support strategies. **Required Skills:** - SQL proficiency (querying relational databases). - Experience with Tableau or equivalent BI platforms. - Knowledge of statistical analysis and data modeling concepts. - Ability to work with large data sets and ensure high quality, accurate outputs. - Strong analytical thinking, critical problem solving, and attention to detail. - Effective written and verbal communication; ability to translate technical findings into business insights. **Required Education & Certifications:** - Bachelor’s degree in Mathematics, Business, Finance, Economics, Statistics, Data Science, or a related field. - Certifications such as Tableau Desktop Specialist are a plus. - Experience in asset management or advisor‑based sales models is preferred.

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