Associate, Canadian Wealth Initiatives

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

JOB OVERVIEW
We are currently seeking an Associate to join our Corporate Finance team. Reporting to the Director of Corporate Finance, the successful candidate will support the team on managing the pipeline of Canadian Wealth Management initiatives, and other internal strategy mandates. Our team takes great pride in providing actionable recommendations in a timely manner as markets and competitive dynamics evolve.

WHAT YOU WILL DO

• Act as the key coordinator for CI Financials' Canadian Wealth Management (“CWM”) acquisition initiatives, ensuring the alignment of all critical stakeholders from the inception of the transaction, through closing and integration
• Track progress of CWM initiatives, in addition to analysis of key KPIs to provide summaries, reports and findings to senior management
• Contribute to the preparation of deal related materials for CWM initiatives, in addition to broader corporate finance related documents, on an as-needed basis
• Participate in corporate finance initiatives, such as the preparation of recurring monthly and quarterly analyses, financial modelling and other ad-hoc requests
• Collaborate with functional groups across the organization to solve internal issues
• Assist with analysis and preparation of KPIs for management reporting
• Assist with ad-hoc projects, documentation, presentations and initiatives as assigned

WHAT YOU WILL BRING

• Undergraduate degree in business/finance/accounting
• Minimum 2-3 years relevant work experience in project management, corporate finance, the wealth management or asset management industry
• Ability to meet tight deadlines and manage conflicting priorities
• Fluent in finance and accounting concepts, with an understanding of economic factors affecting valuation
• Ability to create, update, and manage databases and financial models, in addition to developing simple and effective presentations
• Communicate findings clearly and concisely
• Strong analytical and critical thinking skills with exceptional attention to detail
• Superior written and verbal communication skills
• Strong work ethic, ability to learn and work independently as well as part of a team
• Advanced knowledge of Microsoft Excel and experience with other Microsoft Office products. Experience with Excel Macros and VBA coding an asset

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.   Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.  Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER 

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering 

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416-364-1145 ext. 4747.