CI Financial Corp. Jobs in United States

At Corient Wealth Management Platform we help high- and ultra-high-net-worth individuals enjoy their life while preserving wealth for future generations. · Job Responsibilities: · Prepare client presentations · Analyze financial aspects · Research topics as needed · ...

Description · At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectat ...

Onboarding Specialist II · This role involves guiding clients through a professional onboarding process with efficiency. · End-to-end client onboarding from WMA generation to account setup and funding. · Prepare new account paperwork including custodial forms and required disclos ...

Job Overview · The investment associate will play a critical role in evaluating and selecting investment managers across various asset classes. · Key Responsibilities: · ...

At Corient, we help high-net-worth individuals and families enjoy a full life while preserving their wealth for future generations. We focus on exceeding expectations, simplifying lives, and establishing legacies that last. · We are looking for talented individuals who value grow ...

Job DescriptionAt Corient, we help high- and ultra-high-net-worth individuals and families enjoy life while preserving wealth for future generations. · Key Responsibilities · Proficiency in ticketing systems for software & hardware issuesOnboarding/Offboarding of employee hardwar ...

Job Summary · The Family Office Associate will help high- and ultra-high-net-worth individuals and families preserve their wealth for future generations. · ...

We help high- and ultra-high-net-worth individuals and families to enjoy a full life, · while enabling them to preserve their wealth for future generations, · and provide for the people, causes and communities they care about. · We focus on exceeding expectations,simplifying live ...

**Job Overview:** We help high- and ultra-high-net-worth individuals and families to enjoy a full life. · Associate Wealth Planners advise clients in all areas of their financial lives, providing exceptional service with good communication, collaboration skills. · Research financ ...

Compliance Officer Role · The Compliance Officer will be responsible for regulatory reporting, data management, compliance monitoring, and staying updated with regulatory changes. · Prepare and submit regulatory filings to ensure accuracy and full compliance with standards. · Col ...

Job Description · We help high- and ultra-high-net-worth individuals and families to enjoy a full life while preserving their wealth for future generations. · Our focus is exceeding expectations, simplifying lives, establishing legacies that last generations. · Key Responsibiliti ...

Description · At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectat ...