Working at CI Financial | Glassdoor.ca

CI Financial Overview

Toronto, ON
1001 to 5000 employees
1965
Company - Public (CIX)
Investment Banking & Asset Management
$1 to $2 billion (USD) 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

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

3.6
StarStarStarStarStar
Rating TrendsRating Trends
Recommend to a friend
Approve of CEO
(no image)
Peter Anderson
37 Ratings
  • Featured Review

    "CI Financial - A Great Place to Work"

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

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

    Pros

    Since joining CI Financial, I have loved every moment of coming to work each day. In my time with CI, I have been given much latitude to be creative, bring forth new and innovative business ideas, and assist/manage various projects. I receive excellent guidance from my superiors and get to work with a team who exhibits nothing but the upmost respect for one another.

    CI is a place of great equality and offers many opportunities for growth and development. I’m very lucky to be a part of something so great.

    Thanks CI!

    Cons

    I firmly believe that any cons CI may possess, senior management takes very seriously and works tireless to correct in order to better its employees and business as a whole.

See All 141 Reviews

CI Financial Photos

CI Financial photo of: lunchroom
CI Financial photo of: OneWalk to Conquer Cancer 2017
CI Financial photo of: Patio Seating
CI Financial photo of: Meeting in 3rd Floor Lunchroom
CI Financial photo of: Patio Seating
CI Financial photo of: Informational Training Session
See All PhotosSee All

CI Financial Interviews

Experience

Experience
81%
17%
2%

Getting an Interview

Getting an Interview
43%
26%
11%
9
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 through a recruiter. The process took 3 weeks. I interviewed at CI Financial (Toronto, ON) in February-2018.

    Interview

    I applied online after attending a career fair. The process was very professional and efficient(took about 3 weeks). I interviewed at CI Investments in downtown Toronto.

    The HR coordinators were some of the most professional and they are super fast at responding any questions or concerns you have.

    First a phone screening with an HR coordinator for about 20 minutes.
    Then follow with an in-person interview with both the HR coordinator and one of the manager.
    Last, a skill testing session regarding basic math/mutual fund knowledge.

    Upon passing all three stages, a conditional offer was delivered; conditions being credit/background check, education verification, and references check.

    The entire process was very organized and professional. The HR department was more than helpful and handled all the questions I have efficiently.

    Interview Questions

    • Please describe a time that you had a disagreement with a colleague and how you handled it.   Answer Question
    • Where would you like to see yourself in 3 months, 6 months, and 1 year with this company?   Answer Question
    • What is 15% off of $ 24,000?   Answer Question
See All 48 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
See More

Work at CI Financial? Share Your Experiences

CI Financial
  • Star
  • Star
  • Star
  • Star
  • Star
 
Click to Rate
or