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CAREERS

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WHY WORK FOR US

"Join a team that values your ambition and empowers your growth: Unlock your potential with CI Private Wealth US."

 

At CI Private Wealth US, we are guided by core values that define who we are as a firm and how we approach our work. These core values are:

 

Client focus: We are committed to putting our clients' needs first and providing exceptional service and investment performance.

Integrity: We conduct ourselves with the highest ethical standards, honesty, and transparency in all our interactions.

Collaboration: We believe that working together as a team, leveraging each other's strengths and diverse perspectives, leads to better outcomes for our clients and our firm.

Innovation: We embrace change and continuously seek new and innovative ways to improve our services, processes, and investment strategies.

Excellence: We strive for excellence in everything we do, setting high standards and holding ourselves accountable to achieve our goals.

Inclusivity: We believe that diversity and inclusivity are essential to our success as a firm, and we are committed to promoting a culture that values and respects differences.

 

These core values guide our decisions, actions, and behaviors and are fundamental to our business. By living these values, we can build lasting relationships with our clients, employees, and stakeholders and achieve our mission of delivering exceptional wealth management services.

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Our People

A team of dedicated professionals committed to exceptional investment performance and client service. We foster a culture of collaboration, innovation, and continuous learning to help our employees excel in their roles and achieve their career goals. Our investment professionals have a wealth of experience managing complex portfolios, while our client service representatives provide personalized solutions to help clients achieve their goals. Our business operations professionals ensure our operations run smoothly and efficiently. We promote a culture of diversity, inclusivity, and collaboration and welcome talented professionals to join our team.

Benefits

As a team, we believe in supporting our employees in every way possible. That's why we offer a range of outstanding benefits to help you grow professionally, personally, and financially.

Our Professional Development Benefits include opportunities to attend annual conferences, maintain certifications, and improve your job skills through coaching opportunities. We want you to feel empowered and confident in your work, and we're committed to investing in your growth and success.

But it's not just about work – we also believe in supporting you in all aspects of your life. That's why we offer Full Life Benefits, including a volunteer day to give back to the community and generous maternity and paternity leave to allow bonding time with your new addition.

When it comes to Traditional Benefits, we have you covered too. Our 401(k) Plan includes a Safe Harbor Match Contribution, and our group health and welfare insurance plans provide medical, dental, and vision coverage. We even offer short- and long-term disability and life and AD&D insurance to help protect you and your family.

We also offer a Flexible Spending Account, Healthcare Savings Account, and an Employee Assistance Program to support your well-being and financial planning needs. And to top it off, our Team Incentive Compensation Plan rewards greatness and recognizes your hard work and dedication.

At our company, we believe in taking care of our team members, and we're proud to offer outstanding benefits to support your success, both inside and outside of work. Join us, and let's grow together.

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Is CI Private Wealth right for you?

We are always looking for talented and motivated individuals to join our team. If you are interested in a finance and investment management career and want to work for a company that values your contributions and supports your growth, CI Private Wealth US is the place for you.