The Work Index by Flexa

CI Global Asset Management

CI Financial is a leading global wealth management and asset management firm offering services to individuals and institutions.

https://www.cifinancial.com/
5.0

/10

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Description

CI Financial is an independent Canadian-based company offering global wealth management and asset management advisory services. Founded in 1965, CI Financial has consistently anticipated and responded to the evolving needs of investors and institutions. Driven by a commitment to excellence, the company provides high-quality investments and advice, along with a focus on innovation and growth.

CI Financial operates through a network of businesses serving a diverse client base. These include CI Private Wealth, CI Assante Wealth Management, CI Direct Investing, CI Global Asset Management, and CI Investment Services. CI Financial has a strong presence throughout North America and around the world, with offices in Toronto, Calgary, Halifax, Montreal, Winnipeg, Saskatoon, Vancouver, Boston, Brisbane, Hong Kong, Melbourne, and Sydney.

Flexibility

CI Financial offers a hybrid work model, which allows employees to balance employee care and flexibility while driving personal and business growth. This model provides employees with the option to work from home or in the office, giving them more control over their work schedule and location.

Hybrid

Benefits

CI Financial offers a comprehensive benefits package to full-time employees, including extended health care coverage for prescription drugs, vision care and professional services such as naturopathy and acupuncture. They also provide dental care, life insurance, accidental death and dismemberment, short- and long-term disability and optional life and spousal life insurance. To foster a healthy work-life balance, CI Financial offers a hybrid work model, an Employee Savings Program with a dollar-for-dollar match up to $7,500 annually, training reimbursement, an Employee Assistance Program, corporate discounts, a Health & Wellness Program, parental leave top-up and Ray Days, which are paid days off for volunteering at a registered charity.

Enhanced parental leave

Mission

CI Financial is an independent company offering global wealth management and asset management advisory services. Since 1965, they have consistently anticipated and responded to the changing needs of investors by providing individuals and institutions with the highest-quality investments and advice. They are committed to generating strong returns for shareholders, delivering innovative and industry-leading investments and comprehensive wealth services to meet the needs of all investors.

Disruptor

Culture

CI Financial promotes a culture of excellence characterized by innovation, collaboration, and continuous improvement. They value diversity and inclusion, believing it fosters better decision-making, increased innovation, and higher employee satisfaction. They are committed to helping employees reach their full potential by offering training and development programs, while also emphasizing work-life balance through flexible work arrangements and competitive benefits. The company fosters a supportive and rewarding work environment that values creativity, ambition, and a dedication to helping clients achieve their financial goals.

Collaborative
Entrepreneurial
Fast-paced
People-first
Supportive

DE&I

CI Financial is committed to fostering a diverse and inclusive workplace, believing that a varied workforce leads to better decision-making, innovation, and employee satisfaction. They are dedicated to creating an environment where everyone feels valued and respected, with a specific focus on attracting, retaining, and developing the best talent in the industry, regardless of background, gender, race, ethnicity, or sexual orientation. They offer a variety of programs and initiatives to support this commitment, including a Women's Mentoring Program and a focus on work-life balance to ensure inclusivity and opportunity for all.

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