Director, ETF Strategist

3 weeks ago

Toronto, Canada CI Financial Full time

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

Reporting to the Senior Vice-President, Head of ETF Strategy, the ETF Strategist will be a significant contributor to the overall growth of CI Global Asset Management’s (CI GAM) ETF business.

The ETF Strategist will be responsible for communicating investment philosophies, process, and ongoing product updates to CI GAM’s distribution team, clients & partners. The role will act as a vital resource to our distribution team to further enable the growth of our ETF strategy. This will include collaboration with wholesaling teams and identifying unique opportunities by providing ETF expertise regarding industry trends, competitor intelligence, CI GAM ETF offerings, and portfolio implementation ideas. The role will also represent CI GAM at industry events, as well as participating in speaking engagements internally and externally.

WHAT YOU WILL DO

Responsibilities will include but not be limited to:
 

Sales Support & Enablement
 

Develop relationships with CI GAM’s distribution team and assist in the sales process by acting as a subject matter expert on CI GAM’s ETF suite Build, maintain and communicate an advanced level of knowledge on CI GAM’s ETF suite Help identify opportunities to increase ETF sales Timely and relevant creation of ETF trade ideas and thought leadership to support the distribution team Assist in the creation or updates to ETF marketing pieces, sales decks and other collaterals that will be used by the distribution team Assist in monthly and quarterly tasks (i.e Sales tools update, trade ideas, pitch decks, performance updates, etc.)

Subject Matter Expert
 

Educate and promote CI GAM ETF’s investment philosophy, process, performance, and competitive strengths to clients Provide education to a wide range of retail clients with varying degrees of knowledge on ETF products and related capital markets information Participate in client meetings, seminars, conference calls and other meetings (virtual and in person) and provide a high level of product expertise Represent CI GAM at internal and external events Collaboration with internal and external stakeholders Be involved in other aspects of the development of CI GAM’s ETF business


WHAT YOU WILL BRING

The successful candidate will have a strong understanding of either ETFs, capital markets, or strong understanding of the Canadian asset management industry 5+ years investment related experience with specific subject matter expertise in ETFs preferred Completion of 4-year post-secondary degree, ideally with a business focus (Finance, Economics and/or Accounting)
  CIM, CFP, CAIA, CFA designation or an MBA degree is preferred Highly effective written and verbal communication capabilities; excellent presentation skills
  Demonstrated ability to think strategically, build strong relationships and drive sales Strong technical skills with high level of expertise in Microsoft Powerpoint, Excel, Morningstar, and Bloomberg preferred
  Bilingual (French and English) will be preferred

WORKING CONDITIONS

Periodic travel required

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.

  • Director, ETF Strategist

    6 days ago

    Toronto, Ontario, Canada CI Financial Full time

    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...

  • Etf Strategist

    7 days ago

    Toronto, Ontario, Canada Mackenzie Financial Corporation Full time

    Job Description:Grade: P10**Division: MI Exchange Traded Funds**IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians...

  • Etf Accounting

    7 days ago

    Toronto, Ontario, Canada Hamilton ETFs Full time

    Hamilton ETFs is one of Canada's fastest growing exchange traded fund ("ETF") providers. Based in Toronto's financial district and with over $2 billion in ETF assets under management, we are seeking a motivated individual to join our entrepreneurial team of experienced and dedicated professionals.The opportunity:As an ETF Accounting & Operations Analyst, you...

  • Etf Accounting

    4 weeks ago

    Toronto, Canada Hamilton ETFs Full time

    Hamilton ETFs is one of Canada’s fastest growing exchange traded fund (“ETF”) providers. Based in Toronto’s financial district and with over $2 billion in ETF assets under management, we are seeking a motivated individual to join our entrepreneurial team of experienced and dedicated professionals. **The opportunity**: As an ETF Accounting &...

  • Intern, Product Etf

    4 weeks ago

    Toronto, Canada Mackenzie Financial Corporation Full time

    **Job Description**: **Grade: S3** **Division: MI Exchange Traded Funds** IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million...

  • Associate Director, Etf Services

    6 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 193868Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence...

  • Associate Director, Etf Services

    3 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 193868 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank’s strong U.S. presence...

  • Junior Investment Strategist

    2 months ago

    Toronto, Canada THE EMPIRE LIFE INS. CO Full time

    **Junior Investment Strategist** **What you'll be working on**- Collect and analyze industry, company and economic information from a variety of sources including websites, institutional research, corporate reports and industry publications- Prepare formal and ad hoc written reports for the team on industry and sector trends- Communicate market positioning...

  • Paid Search Strategist

    7 days ago

    Toronto, Ontario, Canada Topinteractiveagencies Full time

    We're on the lookout for an experienced and talented Paid Search Strategist to join our growing team in Toronto. The Paid Search Strategist is a key role on the team, and is responsible for defining and executing on clients' pay-per-click advertising strategies across Google, Bing, Facebook, and other channels. Reporting to our Paid Search Director, the...

  • Content Strategist

    1 week ago

    Toronto, Canada DAC Group Full time

    **Leading digital performance marketing agency seeks a Content Strategist** Do you have the **enthusiasm **to rise to each challenge, the **execution **to drive outrageous performance, the **curiosity **to continually expand your knowledge, and the **courage **to propose original solutions to perplexing problems? Then you may have just found the perfect...

  • Content Strategist

    3 weeks ago

    Toronto, Canada DAC Canada Full time

    **Leading digital performance marketing agency seeks a **Content Strategist**: Do you have the **enthusiasm** to rise to each challenge, the **execution** to drive outrageous performance, the **curiosity** to continually expand your knowledge, and the **courage** to propose original solutions to perplexing problems? Then you may have just found the...

  • Junior Investment Strategist

    7 days ago

    Toronto, Ontario, Canada THE EMPIRE LIFE INS. CO Full time

    Junior Investment StrategistWhat you'll be working on- Collect and analyze industry, company and economic information from a variety of sources including websites, institutional research, corporate reports and industry publications- Prepare formal and ad hoc written reports for the team on industry and sector trends- Communicate market positioning ideas to...

  • Digital Media Strategist

    3 weeks ago

    Toronto, Canada FKA Full time

    FKA is seeking a full-time Digital Media Strategist with five or more years of experience to join our growing media department. As a Digital Media Strategist you’ll demonstrate strong digital prowess, strategic thinking, the ability to convey strategies to clients and provide day-to-day oversight on media planning and buying activities. This role will...

  • Senior Strategist

    4 weeks ago

    Toronto, Canada Ogilvy Full time

    Job Title: SENIOR STRATEGIST  The Senior Strategist leverages industry knowledge to provide key insights and strategic recommendations for positioning a client's business/products. Responsibilities Development of brand strategies, writing creative briefs, guiding development and presentation of the creative work Collaborate with the client and...

  • Senior Strategist

    3 weeks ago

    Toronto, Canada Ogilvy Full time

    Job Title: SENIOR STRATEGIST  The Senior Strategist leverages industry knowledge to provide key insights and strategic recommendations for positioning a client's business/products. Responsibilities Development of brand strategies, writing creative briefs, guiding development and presentation of the creative work Collaborate with the client and...

  • Media Strategist

    2 months ago

    Toronto, Canada JP\TBWA Full time

    **Overall Responsibilities**: The Strategist's main responsibility is to provide input into (recommending) the most effective and cost efficient means of achieving the client's advertising objectives. You must have a complete understanding of the media measurement tools used to evaluate opportunities and must also have a detailed knowledge of current media...

  • Social Media Content Strategist

    1 month ago

    Toronto, Canada OTT Financial Group Full time

    OTT Financial Group is a leading financial services company dedicated to providing innovative solutions in payments, foreign exchange, financial technology, and property development. With a focus on customer-centric approaches, OTT Financial Group continuously strives to enhance financial experiences through innovative technology and personalized...

  • Social Media Content Strategist

    2 weeks ago

    Toronto, Canada OTT Financial Group Full time

    OTT Financial Group is a leading financial services company dedicated to providing innovative solutions in payments, foreign exchange, financial technology, and property development. With a focus on customer-centric approaches, OTT Financial Group continuously strives to enhance financial experiences through innovative technology and personalized...

  • Learning Strategist

    2 weeks ago

    Toronto, Canada The Salvation Army Canada and Bermuda Full time

    **Learning Strategist** **Location: Hybrid/Remote** **Division: Information Technology, IT Governance** **About The Salvation Army** For more than 130 years, The Salvation Army (TSA) has had the privilege of serving vulnerable people in communities across Canada and Bermuda. Last year, we helped 2.6 million people, providing necessities of life such as...

  • Investment Associate

    3 weeks ago

    Toronto, Canada Fidelity Investments Full time

    Job Description Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace...