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.
We are seeking a highly motivated and Financial Analyst to join our Canadian Wealth Group. The successful candidate will play a key role in financial planning, analysis, and reporting, providing critical insights to support strategic decision-making. This position reports directly to the Director of FP&A and offers an exciting opportunity to contribute to the growth and success of CI Financial.
WHAT YOU WILL DO
- Develop and maintain financial models to support strategic planning and decision-making
- Support the budgeting process by collaborating with department heads to develop, review, and finalize annual budgets, ensuring alignment with organizational goals and financial targets
- Prepare detailed financial reports for senior management and stakeholders, providing valuable insights for strategic decision-making.
- Produce monthly management reports, highlighting key financial KPIs and metrics.
- Assist in the month-end variance analysis, interpreting key trends and underlying drivers and identify areas for improvement
- Opportunity to participate in projects and business initiatives, providing financial insights to drive business performance
WHAT YOU WILL BRING
- Bachelor’s degree in finance, Accounting, Economics, or a related field.
- In-progress CPA, CFA, or other relevant professional designation, or desire to pursue designation
- 2-5 years of experience in financial analysis, planning, and reporting.
- Strong analytical skills with the ability to interpret complex financial data.
- Proficiency in financial modeling and advanced Excel skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Detailed-oriented, extremely self-motivated and dedicated, and a good team player.
- Knowledge of the wealth management industry is a plus.
- Previous experience with Workday Financials or Adaptive Insights is a plus.
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.
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What We Do
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 selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing
