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CI Financial Overview

Toronto, ON
1001 to 5000 employees
1965
Company - Public (CIX)
Investment Banking & Asset Management
$1 to $2 billion (CAD) per year
Independent and Canadian-owned, CI Financial is a diversified wealth management firm and one of the country’s largest investment companies.

Since our beginnings in 1965, CI Financial has consistently anticipated and responded to the changing needs ... Read more

Company Updates

  • Kurt MacAlpine appointed Chief Executive Officer of CI Financial

    Kurt MacAlpine appointed Chief Executive Officer of CI Financial

    TORONTO (August 6, 2019) - The Board of Directors of CI Financial Corp. ("CI") (TSX:CIX), a diversified asset and wealth management company, today announced the appointment of Kurt MacAlpine as Chief Executive Officer and a Director of the corporation, effective September 1, 2019.

  • BBS’s Virtual Brokers, a subsidiary of CI Financial, Named Top Canadian Online Broker by the Globe and Mail
    http://glassdoor.com/slink.htm?key=vQZ7E

    Which online brokerage is best in 2019? Rob Carrick ranks your options

    This year's ranking finds two companies at the top

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CI Financial – Why Work For Us?


Canada's Investment Company

Independent and Canadian-owned, CI Financial is a diversified wealth management firm and one of the country’s largest investment companies. Since our beginnings in 1965, CI Financial has consistently anticipated and responded to the changing needs of Canadians.  Through a history of growth and strategic alignment, today we operate through subsidiaries offering investors and institutions a comprehensive and innovative selection of investment products and services. CI became a public company in June 1994, listing on the Toronto Stock Exchange under the symbol CIX.

Our businesses include...

  • CI Investments: An independent Canadian investment company with 50 years of history. We are passionate about providing exceptional service, strong performance and best-in-class, actively managed investment solutions. CI proudly partners with financial advisors across Canada to help their clients achieve financial success, and today, we have earned the trust of more than two million investors. We are Canada’s Investment Company.

  • Assante Wealth Management: One of Canada’s largest independent financial advisory firms. For decades, our professional advisors have been helping Canadian families achieve their financial goals by delivering complete wealth management services and advice. Be well advised is our promise to you.

  • BBS Securities Inc.: Providing a wide range of services to retail and institutional investors using a proprietary system that is one of the most technologically advanced and efficient brokerage platforms in the Canadian market. BBS companies include Pario Technology Corp., a financial technology company, and Virtual Brokers, a top-ranked online brokerage. 

  • First Asset: A leading provider of actively managed and factor-based ETFs in Canada. First Asset’s track record of innovation and best-in-class service has resulted in strong partnerships with financial advisors, helping their clients reach their financial goals. 

  • Stonegate Private Counsel: Providing wealth planning services to high net worth individuals, business owners and families. We take a holistic view of your assets and objectives to provide coordinated strategies aimed at improving your financial well-being.

  • Grant Samuel Funds Management: Investment solutions managed by high-calibre local and international managers to institutional and retail investors in Australia and New Zealand.

The culture at CI Financial is a product of an integrated and communicative environment that supports the employee experience personally and professionally.

CI’s administrative office space was designed with our employees in mind. A friendly game of pool or ping pong, catching the latest sporting event on one of our big screen TVs, or enjoying some time on our unique rooftop patio to take in the Lake Ontario view are all every day happenings here. And, our main Toronto office is conveniently located steps from Toronto’s Union Station.

Over the years, we have organized a variety of fun events to give employees a chance to interact socially with colleagues across the company, to get to know each other better.

Some of our popular events include:

  • Annual Summer and Holiday Parties
  • Wine Tasting and Silent Auction Charity Event
  • Vendor Day

Hailing from diverse backgrounds, our employees bring a wide range of experience and skill sets to CI. Some are new to the financial services industry, while others have built their careers around it.

Strike the perfect work-life balance:

  • Comprehensive Benefits Package: Extended health care coverage and more, with 100% coverage and 100% paid by CI. Visit our benefits page for more info.
  • Work-Life Balance: Employees start with 3 weeks paid vacation, with automatic increases after 3 years. 
  • Employee Savings Program – contribute up to 5% and we’ll match contributions dollar-for-dollar to a maximum of $7,500 a year.
  • Training Reimbursement – expand your horizons and continue learning
  • Employee Assistance Program – personal, legal and financial counseling
  • Corporate Discounts – fitness memberships, home and auto insurance and rentals, and more
  • Health & Wellness Program – a range of events that provide a holistic approach to the health & wellness of our employees
  • Ray Days – paid time off to volunteer for the registered charity of your choice
  • Professional Designation Reward - increases in compensation for achieving your professional designation
  • Milestone Days - bonus vacation days to celebrate work anniversaries
  • Parental Leave Top-Up - additional support to help new parents

CI Financial Reviews

  • Featured Review

    Helpful (2)

    "CI has a supportive and nurturing culture with work that challenges and develops you"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at CI Financial full-time (Less than a year)

    Pros

    CI has been an absolutely fantastic experience. I have felt that my team, department and larger organisation have taken a personal interest in both, my professional and personal growth and development. I am given ownership of my work and allowed to develop and further hone my skills. There is no micromanagement, only encouragement and facilitation, which has lead me to enjoy my work and my environment even more. I am lucky to have such a fantastic team of hardworking and genuine individuals to work with and look forward to, what I hope, a bright future here.

    Cons

    I think the technology could be a bit more up to date but IT are working tirelessly to address this

See All 189 Reviews

CI Financial Photos

CI Financial photo of: CI Has Heart - Our Big Bike team raising money for the Heart & Stroke Foundation
CI Financial photo of: TFC All For One Cup Champions!
CI Financial photo of: CI was the top sponsor for the 2018 SickKids Get Loud Event!
CI Financial photo of: CI was the top sponsor for the 2018 SickKids Get Loud Event!
CI Financial photo of: CI Has Heart - Our Big Bike team raising money for the Heart & Stroke Foundation
CI Financial photo of: Green Committee Group Volunteering - Invasive Species Removal at Tommy Thompson Park in collaboration with LivingCity
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CI Financial Interviews

Experience

Experience
80%
16%
4%

Getting an Interview

Getting an Interview
48%
25%
9%
7
7
4

Difficulty

2.8
Average

Difficulty

Hard
Average
Easy
  1. Featured Interview

     

    Financial Services Representative Interview

    Anonymous Employee in Toronto, ON
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at CI Financial (Toronto, ON) in June 2015.

    Interview

    2 stage process - 1 technical and 1 behavioural. Technical aspect was basic financial knowledge. Behavioural part was a little more challenge with emphasis on learning ability and understanding future career goals.

    Interview Questions

    • How do you go about learning difficult concepts?   1 Answer
See All 58 Interviews

CI Financial Awards & Accolades

  • Great Place to Work Certified, Great Place to Work Institute Canada, 2018
  • Lipper Fund Award, Thomson Reuters, 2016
  • Foreign Equity Fund Manager of The Year, Morningstar, 2015
  • Breakout Fund Manager of The Year, Morningstar, 2015
  • Great Place to Work Certified, Great Place to Work Institute Canada, 2016
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