About This Opportunity: Analyst, Multi-Asset Investment Advisory (Ontario)
CI Financial is currently seeking a Analyst, Multi-Asset Investment Advisory (Ontario) to join their team in Ontario.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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3 years of financial services experience.
3+ years of experience in the mutual fund / investment services industry.
University degree in the field of Business or Commerce or related field
CFA designation or working towards the designation (beneficial, not required).
Technical knowledge and interest in investment performance measurement and attribution analysis.
Fundamental knowledge of securities analysis and Portfolio Management.
Strong communication skills through readable formats and presentation skills.
Strong relationship management, communication, and time management skills.
Proficient with fund research tools & MS Office (i.e., Excel, Word, PowerPoint and Outlook)
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 to $95,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, the Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education
Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join CI Financial?CI Financial offers a supportive work environment in Ontario, where employees can grow and develop their skills. This Analyst, Multi-Asset Investment Advisory (Ontario) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
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Click the Apply button above to submit your application and take the next step in your career.
