Jobs at CI Financial

The Tax Manager oversees Canadian corporate income tax compliance, tax accounting, tax provisions, transfer pricing documentation, audits, and indirect tax filings. The role prepares and reviews federal and provincial returns, manages tax installments, supports GST/HST, QST, and PST compliance, and conducts technical research. Responsibilities include partnering with finance, accounting, legal, and treasury teams, maintaining tax balance sheets, supporting financial disclosures, and contributing to tax planning and special projects.

Leads daily performance and modernization of Canadian individual life insurance operations. Responsibilities include developing the future operating model, improving case progression and carrier advocacy, building operational intelligence, defining technology and data requirements, enhancing advisor service, and leading an established team through sustained change while maintaining service quality and operational results.

Designs end-to-end data solutions spanning ingestion, transformation, storage, modeling, and delivery for BI, analytics, AI/ML, and external consumers. Creates data flow diagrams and models, guides architectural and technology decisions, and collaborates with engineering, analytics, AI, governance, and business teams. Ensures solutions are scalable, secure, well-documented, performant, and compliant with financial-services governance and regulatory requirements using AWS, Snowflake, dbt, Alation, and Tableau Data Catalogs.

Processes financial transactions accurately and on time, analyzes incomplete trade requests, verifies documentation and authorization, manages systematic transaction updates, communicates with advisors and third parties, reviews reconciliation and data integrity reports, maintains client records, supports projects, and participates in user acceptance testing.

Coordinate advisor onboarding and transitions, including registration, licensing, code creation, asset transfers, account setup, system access, and data maintenance. Communicate with advisors, internal stakeholders, and external partners; track workflows, resolve issues, identify bottlenecks, and maintain accurate documentation. Support reporting and operational initiatives while helping improve processes in a fast-paced, evolving financial services environment.

Support fundamental equity research across financial institutions by building and maintaining financial models, analyzing earnings and management commentary, producing research and investment recommendations, monitoring company developments, meeting with management, and identifying investment opportunities. Drive research efficiency by identifying process improvements and implementing data tools, automation, and AI-enabled workflows in partnership with technology and data teams.

Lead analysis of advisor, client, portfolio, sales, and operational data to produce actionable business intelligence. Build dashboards, scorecards, and executive reporting; conduct deep-dive analyses to identify trends, risks, and growth opportunities; partner with Sales, Operations, Technology, and leadership to translate requirements into scalable reporting and insights; support data governance and platform evolution to improve data quality and self-service BI adoption.

Lead operational execution of book purchases and M&A transactions from close through integration. Own the M&A operating framework, governance, roadmaps, budgets, and cross-functional delivery. Coordinate teams across Finance, Legal, Compliance, HR, Technology, and Sales, manage risks and escalations, run steering committees and executive reporting, and continuously improve playbooks and processes to drive scalable, timely, and effective integrations.

Build and maintain relationships with independent advisors and branches across Ontario, identify insurance opportunities, provide product guidance, support client discussions, and maintain pipeline momentum through application and placement. Coordinate with advanced planning and insurance specialists for complex cases, participate in advisor events and regional initiatives, and use Salesforce to track engagement, opportunities, and business results.

Provides end-to-end middle-office trading operations support, including order generation, account rebalancing, trade matching, settlement, reconciliations, corporate actions, collateral management, security master maintenance, and post-trade issue resolution. The role supports multiple asset classes and collaborates with portfolio managers, traders, brokers, custodians, clients, and compliance teams. It requires financial markets knowledge, advanced Excel skills, trading and settlement systems experience, strong analytical ability, and exceptional attention to detail.

Build and manage enterprise observability across cloud and hybrid environments using Dynatrace and AWS CloudWatch. Responsibilities include platform architecture, APM instrumentation, dashboard and alert development, incident triage, SLI/SLO and error-budget management, observability-as-code automation, telemetry governance, cost optimization, CI/CD integration, operational reporting, and mentoring engineering teams. The role requires advanced Dynatrace, AWS, Kubernetes, scripting, distributed-systems, and incident-management expertise.

Build, maintain, and enhance enterprise observability across cloud and hybrid environments using Dynatrace and AWS CloudWatch. Configure monitoring agents, dashboards, alerts, application performance monitoring, logs, metrics, and traces. Support observability for microservices, containers, serverless workloads, and distributed systems. Perform incident triage, troubleshooting, reporting, instrumentation, and alert tuning while collaborating with Cloud Engineering, DevOps, SRE, and application teams. Automate monitoring deployments through scripting and infrastructure-as-code.

Supports enterprise data governance and Data Security Posture Management initiatives by classifying sensitive data, maintaining metadata and catalogs, documenting lineage, monitoring data quality and risk, supporting retention policies, and governing structured and unstructured data. The role uses SQL and governance platforms to investigate findings, improve data protection, support audits, collaborate with stakeholders, and promote responsible data use and literacy.

Leads Salesforce developers and manages enterprise CRM architecture, configuration, customization, development, testing, security, deployments, and code repositories. Serves as a Salesforce subject matter expert across Sales Cloud, Service Cloud, and Financial Services Cloud. Partners with business and IT teams to define requirements, design solutions, coordinate projects, establish best practices, and mentor administrators, developers, and support analysts.

Support Salesforce users, troubleshoot platform issues, manage support tickets, maintain user access, validate and cleanse data, prevent duplicate records, and help ensure data integrity and completeness. The role also assists with functional testing of Salesforce developments and requires strong communication, organization, customer service, analytical, and problem-solving skills. Employees work onsite four days per week.

Coordinates integrated digital marketing initiatives across media campaigns, websites, email, and other channels. Reviews requests, validates requirements, manages workflows and deliverables, supports lead pipeline optimization, develops personalized customer experiences, and assists with marketing automation and reporting. The role coordinates stakeholders, vendors, legal and compliance teams while managing schedules, risks, issues, and communications across multiple projects.

Analyzes investment portfolio performance, attribution, benchmarks, and risk. Calculates returns, prepares recurring reports, investigates discrepancies, supports client deliverables, automates processes, participates in UAT testing, and provides timely analysis and commentary to internal and external stakeholders.

Executes and optimizes automated email campaigns using Salesforce Marketing Cloud, including customer journeys, audience segmentation, reporting, integrations, and digital content development. Analyzes campaign performance and KPIs, recommends improvements, supports omnichannel marketing initiatives, documents automation workflows, and trains team members on campaign best practices. The role collaborates with sales, product, content, and other business teams and requires onsite work four days per week.

Support fund operations including money moves, trade corrections, price reconciliation, audits, regulatory filings, and dealer relationships. Assist IFM and UMA platform development, liaise with third-party service providers, and produce reporting to internal teams.

The Senior Project Manager leads complex, cross-functional projects in the Wealth portfolio, ensuring adherence to scope, schedule, and budget while managing risks and stakeholder engagement.