• Portfolio Trading Associate Vancouver
  • CI Financial in Vancouver, , Canada
  • jobs
  • 1 week ago

jobs 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.

Job Overview

CI Direct Investing is looking for a portfolio trading associate to contribute investment expertise to our small but growing team. Your responsibility will be trading client accounts, managing asset allocations across all portfolios, analyzing trade data, investment analysis and enhancing the client experience. You will also help us to enhance our trading platform and deliver great investment management to our clients.

What You Will Do
• Monitor account movements and implement investment strategies
• Trade North American ETFs and mutual funds
• Research ETFs, mutual funds and third-party managers
• Participate in enhancing and... developing investment/trading strategies
• Produce portfolio analytics and investment analysis
• Engage with clients via phone, email, and live chat
• Provide administrative support
• Collaborate with financial advisors and developers to optimize service

What You Will Bring
• At least 4 years of relevant experience in finance
• Extensive knowledge of ETFs and mutual funds
• Hands on experience in trading stocks or financial derivatives
• Excellent time management and the ability to prioritize
• Previous client-facing experience
• Excellent time management skills with the ability to prioritize
• Self-starter
• Positive attitude and strong work ethic
• Excellent attention to detail
• Ability to work independently yet also have strong team orientation

• Advanced Excel skills including VBA and macro
• Have or are on track for CFP/PFP designation and/or LLQP insurance licensing
• Have or are on track for CFA or CIM designation

What You Can Expect From Us

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:
• Recognition & Compensation
• Training & Development
• Health & Well-being
• Communication & Feedback


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.

What We Offer
• Modern HQ location within walking distance from Union Station
• Flexible & Hybrid Work Program
• Equipment Purchase Program
• Training Reimbursement
• Paid Professional Designations
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Fitness membership discounts
• Volunteer paid Days
• Complimentary vending machines

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


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