Associate Principal

1 week ago

Toronto, Ontario, Canada CI Financial Full time $120,000 - $180,000 per year

Description

CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients' lives. Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions. At CI Private Wealth, we create a legacy of trust. The result is long-term confidence and peace of mind. Are you energized by working in a fast-paced, entrepreneurial environment? Do you have a strong foundation in investment management and a passion for supporting ultra-high-net-worth families? If so, this may be the opportunity to take your career to the next level. At CI Private Wealth, we provide a dedicated experience in guiding wealthy families through the intricate process of managing and transitioning their wealth.  We provide thoughtful counsel on estate structuring, multi-generational wealth architecture, corporate planning, and institutional-grade investment management — all with a focus on delivering bespoke strategies that align with client's long-term objectives and values. As we continue to grow, we're seeking an Associate Principal to join our investment team. This is a unique opportunity to work alongside experienced professionals, build deep client relationships, and contribute to sophisticated portfolio and wealth planning strategies.
What You'll Do
Partner with a seasoned investment team to perform due diligence and portfolio implementation across a wide variety of public and private asset classes. classes including Fixed Income, Private Credit, Hedge Funds, Equities, Real Estate, Infrastructure, Private Equity. Support client relationship management by clearly communicating investment strategies and recommendations. Contribute to comprehensive financial planning focused on tax efficiency, corporate structure planning, and multi-generational wealth structures. Proactively respond to client needs, ensuring timely reporting and exceptional service delivery.
What You Bring

  • Proven experience as an Associate Portfolio Manager, Relationship Manager, UHNW Planner, Investment Analyst, or Family Office professional.
  • Preference for CPA/CA designation with strong expertise in taxation and financial planning for ultra-high-net-worth clients.
  • Undergraduate degree plus CSC, CPH, and IR licensing (or desire to obtain).
  • Enrollment or completion of the CFA program considered an asset.
  • Strong understanding of capital markets and an interest in alternative investments.
  • Strategic thinker with the ability to thrive in an innovative, fast-paced environment.
  • Exceptional attention to detail, advanced communication skills, and the ability to build trust with clients at all levels.
  • Strong technical and analytical skills with proficiency in Microsoft Office.

Why CI Private Wealth

  • Join a tight-knit, high-performing team focused on impact and excellence.
  • Work with remarkable families and institutions shaping business and philanthropy.
  • Opportunity to grow into a client-facing leadership role with meaningful influence on investment strategy and estate comprehensive financial planning.
  • Be part of a firm that values integrity, collaboration, and innovation.

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