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

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CI Financial

Nov 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.

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CI Financial has listed on the NYSE as it continues to boost its presence in the United States. Kurt MacAlpine, CEO at CI Financial joins BNN Bloomberg to discuss this and his outlook for the firm. He says that the future for mutual funds is bright.

CI Financial - Why Work With Us?

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.

CI Financial Reviews

3.2
60%
Recommend to a Friend
97%
Approve of CEO
Kurt MacAlpine
Kurt MacAlpine
15 Ratings
Feb 28, 2021
CI Financial icon

"Great Company with Lots of Opportunities"

Current Employee - Manager in Canada
Recommends
Positive Outlook
Approves of CEO

I have been working at CI Financial full-time for more than 3 years

Pros

We are going through some exciting changes and growth CI has done a fabulous job at pivoting to a virtual environment without a hitch The Company has enhanced some benefits to help support staff

Cons

It can be difficult at times adapting to the recent changes , understanding the Company structure and fast paced environment. I do think while change can be sometimes stressful, it has generated new

Advice to Management

Communication Company wide has significantly improved over the past few years, keep it up!
See All 250 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. [employerShortName] icon

    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

CI Financial FAQ

(25 Questions)

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

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Does CI Financial offer massages?

...A con of CI would be that massage therapy is not included in benefits....

May 30, 2019

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