Location: Toronto, ON, Canada
Date Posted: Aug 14, 2025
Description
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.

ABOUT US

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.
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 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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

• Work closely with the TREP team and sales team members from across the country to build new relationships and strengthen existing ones via value added services that lead to the sale of CI GAM products and services;
• Act as a subject matter expert and educate financial advisors on tax, retirement and estate planning issues and concepts, changes in legislation, and general concepts;
• Work with sales to provide education and information to advisors and investors through presentations, consultations, calls, emails and other written communication;
• Conduct ongoing sales presentations, participate in promotional road shows, conferences and investor seminars;
• Present at CI conferences and related events for financial advisors across multiple distribution channels;
• Develop creative articles to be shared with larger audiences on key initiatives and value added propositions;
• Participate in media opportunities on relevant topics;
• Conduct ongoing research on important industry trends and research;
• Build relationships with sales and conduct training as needed on important industry concepts that would assist in promoting CI GAM product;
• Work collaboratively with TREP, Sales and other CI GAM departments as needed to gain and share technical knowledge to meet company objectives;
• Maintain working knowledge of industry competitors, resources and financial markets to develop and assess suitability of various TREP-related materials and strategies; and
• Work collaboratively with TREP team members to develop new topics, promotional material, and deliverables.