Teams at CI Financial

The Manager will oversee the delivery of institutional RFPs, RFIs, and DDQs, optimize proposal processes using technology and AI, and collaborate across departments to ensure quality outcomes.

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.

Provide investment advice and client service for the Assante Financial Management book of business. Develop and maintain client relationships, cultivate new business and referrals, establish savings/investment plans, recommend suitable in-house products and managed solutions, resolve client issues, and ensure compliance with securities regulations.