assante jobs in Toronto

Overview We are seeking a highly organized and detail‑oriented individual to join our Document Management team at Assante Wealth Management, a leading financial services organization. As an Associate of Document Management, you will support the efficient management, retrieval, and storage of critical financial documents while ensuring compliance with...

Monitor client account activity as a Compliance Officer, Surveillance with CI Financial in Toronto, working onsite four days weekly. Apply financial services expertise.This Compliance Officer supports CI’s Compliance team by reviewing Assante advisor activity against CIRO rules, regulations, and corporate policies. You will analyze suitability,...

DescriptionAt 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. The...

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. As a Corporate...

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. We are...

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.We are...

Elevate your career as a Bilingual Senior Compliance Officer with CI Financial, based in Toronto, requiring 70% travel. You will conduct thorough audits and deliver essential compliance training. In this senior role, you will travel to various CI Assante Branches across Canada. Your primary focus will be on identifying compliance deficiencies and providing...

Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et...

Take the next step in your compliance career with CI Financial as a Bilingual Senior Compliance Officer. This role involves extensive travel, performing audits and delivering training across Canada. As part of the Compliance team, you will conduct branch audits to identify and resolve regulatory compliance issues while empowering branch staff through...

Join CI Financial as a Life Insurance Specialist, focusing on high-quality advisory services and client coverage solutions. Enhance your career in a thriving environment. In this crucial role, you'll partner with CI Wealth and Assante advisors to identify and fulfill complex client insurance needs. With a strong foundation in life insurance and wealth...

OverviewCI Financial is an independent company offering global wealth management and asset management advisory services. 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. CI employees work in a...

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....

## Compliance Officer, SurveillanceApply: Toronto, ON: Full time: Posted Today: JR6352At 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...

Elevate your career as a Senior Corporate Insurance Advisor at CI Financial. Use your skills to provide tailored insurance advice and manage client relationships effectively. CI Financial seeks a qualified Corporate Insurance Specialist to partner with CI Wealth and Assante advisors. This role focuses on identifying client insurance needs and navigating the...

Become a key player in CI Financial’s Assante sales team as a Sales Coordinator in our head office. Support logistical operations and manage advisor interactions across two territories while adhering to compliance and deadlines. In this full-time role, you will carry out administrative and sales support tasks vital to team efficiency. Engage in scheduling...

Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et...

Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et...

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.We are...

Focal AI is the number #1 AI Assistant for financial and wealth advisors in Canada. We already serve advisors at leading organizations like IPC, Designed Wealth Management and Assante. Focal's AI Assistant enables advisors to streamline their operations from providing note-taking and data entry automation workflows that help them save 15+ hours a week. The...

Become a key player in CI Financial’s Assante sales team as a Sales Coordinator in our head office. Support logistical operations and manage advisor interactions across two territories while adhering to compliance and deadlines. In this full-time role, you will carry out administrative and sales support tasks vital to team efficiency. Engage in scheduling...