CI Financial Overview

  • www.cifinancial.com
  • Toronto, Canada
  • 1001 to 5000 Employees
  • 1965
  • Company - Public (CIX)
  • Investment Banking & Asset Management
  • $1 to $2 billion (USD)

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 ...

Company Updates

November 18, 2020
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On November 17, CEO Kurt MacAlpine joined BNN Bloomberg to discuss CI Financial listing on the NYSE as it continues to boost its presence in the United States.
Shared image - CI Financial lists on the NYSE as firm continues U.S. push
CI Financial lists on the NYSE as firm continues U.S. push
glassdoor.com
November 17, 2020
KEY NOT FOUND: company-updates.categories.company-news
On November 12, CEO Kurt MacAlpine discussed with the Globe and Mail CI’s recent RIA acquisitions, and their plans to continue their rapid expansion.
Shared image - CI Financial plans to continue rapid pace of expansion after buying 12 investment firms this year
CI Financial plans to continue rapid pace of expansion after buying 12 investment firms this year
glassdoor.com

CI Financial Reviews

3.3
66%
Recommend to a Friend
88%
Approve of CEO
Kurt MacAlpine
Kurt MacAlpine
25 Ratings
5.0
Current Employee, less than 1 year

"CI is a great place to work"

Mar 23, 2021 - Manager, Compliance in Toronto, ON
Recommends
Neutral Outlook
Disapproves of CEO

Pros

Friendly environment. A culture that doesn't place urgency on everything. Compliance works as a business partner not as a "sales prevention" team.

Cons

Recent and ongoing restructure has left employees a little shaken, but this is how these things normally roll.
See All 271 Reviews

Diversity & Inclusion at CI Financial

3.9
(30 reviews)

CI Financial Photos

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CI Financial Interviews

Experience
Positive78%
Negative4%
Neutral18%
Getting an Interview
Applied online49%
Employee Referral25%
Campus Recruiting11%
Difficulty
2.8
Average
HardAverageEasy

  1. Intermediate Accountant Interview

    Anonymous Employee in Canada
    No Offer
    Neutral Experience
    Easy Interview
    Application

    I applied online. I interviewed at CI Financial (Canada) in Sep 2020

    Interview

    I applied 1st week in September 2020, got called for an interview with HR on the 3rd week of sept. Had the final interview 1st in Oct 2020. Called HR after 3 weeks of no feedback and got closure.
    Interview

    Basic accounting questions: - difference between balance sheet & trial balance. - Name one accounting standard

    Answer Question

See All 69 interviews

CI Financial Awards & Accolades

  • Great Place to Work CertifiedGreat Place to Work Institute Canada2020
  • Best Workplaces in Financial Services & InsuranceGreat Place to Work® Institute Canada2020
  • Great Place to Work CertifiedGreat Place to Work Institute Canada2018
  • Great Place to Work CertifiedGreat Place to Work Institute Canada2017
  • Lipper Fund AwardThomson Reuters2016

Popular Careers with CI Financial Job Seekers

Senior Manager, Product Development
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Financial Services Representative
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Bilingual Financial Services Representative
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Mutual Fund Processing Associate
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CI Financial FAQ

(30 Questions)

All answers shown come directly from CI Financial Reviews and are not edited or altered.

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What is health insurance like at CI Financial?

...Good insurance coverage....

April 15, 2020

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