CI Financial

www.cifinancial.com

3 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: Data Solutions Designer
Job Description: **Job Title:** Data Solutions Designer **Role Summary:** Design and guide implementation of end‑to‑end data solutions that enable business intelligence, analytics, and AI/ML initiatives within an asset‑management environment. Collaborate with data engineers, analysts, quants, and business stakeholders to ensure solutions are secure, scalable, and compliant with regulatory and governance standards. **Expectations:** - Deliver robust data architectures aligned with business goals and regulatory requirements. - Produce clear technical documentation (flowcharts, DFDs, models) for cross‑functional teams. - Influence platform standards, data‑product delivery patterns, and governance practices. - Communicate effectively with both technical and non‑technical audiences. **Key Responsibilities:** - Design data flows from ingestion (real‑time & batch) through transformation, storage, and delivery. - Create logical and physical data models supporting reporting, dashboards, APIs, and AI/ML use cases. - Develop technical diagrams (flowcharts, DFDs, system interaction models) to validate designs. - Partner with engineering, analytics, and AI teams to evaluate and enhance solution designs within AWS and Snowflake ecosystems. - Align designs with platform standards, data‑governance policies, and asset‑management regulations. - Review and challenge solution proposals to ensure maintainability and strategic fit. - Promote metadata, documentation, and lineage tracking using tools such as Alation, dbt, and Tableau Data Catalog. - Contribute to improving data product reusability and performance optimization. **Required Skills:** - End‑to‑end data solution design thinking (ingestion → processing → modeling → delivery). - Strong knowledge of Snowflake, AWS services, and dbt for data transformation and documentation. - Ability to create and interpret data flow diagrams and data models. - Excellent cross‑functional communication and stakeholder management. - Understanding of data governance, quality, privacy, and financial‑industry regulatory considerations. - Familiarity with investment data domains (holdings, transactions, benchmarks, risk, client reporting) is a plus. - Experience with data APIs, external data sharing, and AI/ML workflow integration is desirable. **Required Education & Certifications:** - Bachelor’s degree in Computer Science, Information Systems, Data Science, Engineering, or related field (required). - Master’s degree in Data Analytics, Information Systems, Financial Engineering, or related discipline (preferred). - Relevant certifications (e.g., Snowflake, AWS, dbt, TOGAF) are advantageous.

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.