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Added 1 min ago
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Wealth Insurance Advisor
TD
Markham, ON · Toronto, ON
- Full-time
…the TD Wealth offices through leading joint sales and product learning and development…
Added 16 mins ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Témiscamingue
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 16 mins ago
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Personal Finance Advisor
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 16 mins ago
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Client Financial Services Agent
Desjardins
Rouyn-Noranda, QC · Caisse Desjardins de Rouyn-Noranda
- Full-time
Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability
Added 16 mins ago
Senior Financial Advisor - 1st and Renfrew Branch - Vancouver, BC
Scotiabank
Vancouver, BC
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 16 mins ago
SAP SuccessFactors Employee Central Global Benefits - Senior Consultant or Manager
EY
Edmonton, AB · AB · Winnipeg, MB · Dieppe, NB · Saint John, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Calgary, AB · Waterloo, ON
Serve as a trusted advisor to HR and Benefits leaders, shaping global benefits strategies and technology roadmaps.
Added 16 mins ago
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Beauty Advisor - Part Time
Sephora
Peterborough, ON
- $19.2 to $22.6 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 31 mins ago
VC
Clinical Operations Supervisor (RPN/RN) - Long Term Care
Vancouver Coastal Health
Richmond, BC
- $52.39 to $66.65 CAD / hour
- Temporary
…organizations. Guided by our values: We Care for Everyone, We Are Always Learning and We Strive for Better Results, we remain committed to fostering quality practice and learning…
Added 45 mins ago
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Data Engineering Advisor
Alithya
QC · QC, Canada
- Full-time
Continuous growth and learning: Through partnerships with world-renowned education leaders, we provide access to thousands of top-rated online courses and certifications. With exclusive…
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T
Vendor Manager II (IT Sourcing)
TD
Toronto, ON
- Full-time
Act as trusted advisor for business & finance stakeholders related to portfolio
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T
Audit Manager II ( Business Intelligence Engineering)
TD
Toronto, ON
- Full-time
Acts as the audit lead or audit advisor to management and respective teams for area of specialization. Reports on emerging trends, identifying issues and opportunit
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Advisor, Securities
Desjardins
Montreal, QC
- Full-time
As Security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through…
Added 1 hour ago
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Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Marieville, QC · Saint-Césaire, QC · Caisse Desjardins de Rouville
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
D
Advisor, Member/client sales and service
Desjardins
Montreal, QC
- Full-time
As a member/client service advisor, Sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized…
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B
Sr Learning and Experience Designer
BMO
Toronto, ON · FCP
- Full-time
Plans, designs, and develops clear, engaging, compelling learning and performance-focused solutions that enhance retention and knowledge transfer. Applies design expertise to create…
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ANALYST, BUSINESS INSIGHTS AND ANALYTICS
BDC
Montreal, QC
- Full-time
Opportunities for learning, training and development, and much more...
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Financial Advisor - Amherst, NS (37.5 Hours / Week)
Scotiabank
Amherst, NS
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
Intermediate Data Analyst - Value Partners Investments- 12 Month Term
The Canada Life Assurance Company
Winnipeg, MB
…of Canadians. By bringing together more than 4,000 trusted advisor relationships and $89 billion in assets under administration, Canada Life and Value Partners can expand access to advice…
Added 1 hour ago
Senior Manager, HR Business Partner (Technology)
Scotiabank
Toronto, ON
Business Acumen & Influence: Serve as a trusted advisor to senior leadership across ScotiaTech, providing expert insights on HR best practices and industry trends. Leverage internal and…
Added 2 hours ago
T
Senior Audit Manager, (Business Intelligence & Analytics)
TD
Toronto, ON
- Full-time
Added 2 hours ago
NC
Human Resources Business Advisor - 18-Month term
NAV CANADA
Montreal, QC
- Full-time
The Human Resources Business Advisor serves as a trusted partner to leaders, employees, and union representatives in a highly unionized environment. The role provides guidance on a broad…
Added 2 hours ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
The Advisor Trainee position is a temporary contract of up to four-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain…
Added 2 hours ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Rimouski, QC
- Full-time
The Advisor Trainee position is a temporary contract of up to four-months, designed as a unique opportunity to explore a rewarding career in financial advice. In this role, you’ll gain…
Added 2 hours ago
D
Financial security advisor, Life and health insurance
Desjardins
Baie-Comeau, QC · Forestville, QC · Les Escoumins, QC · Caisse Desjardins de la Manicouagan
- Full-time
As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell…

CI Financial

Analyst, Equity Capital Markets

Toronto, ON, Canada

The anticipated base salary range for this position is $55,000 to $75000. · Full-time

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Job details

Pay: The anticipated base salary range for this position is $55,000 to $75000.
Job type: Full-time
Posting language: English
Posted: Oct 29, 2026

Original job 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.

This Analyst, Equity Capital Markets position offers a unique opportunity to join a syndication-focused ECM team that works closely with retail advisors and partner banks. The Analyst will support equity deal execution, advisor communications, and structured product initiatives. They will also contribute to product launches and marketing efforts related to structured notes.

WHAT YOU WILL DO

Equity Syndication & Execution

Assist in the coordination and execution of equity offerings, including IPOs, follow-ons, and structured deals.
Prepare and distribute syndication materials to retail advisors, such as deal summaries, pricing notices, and allocation updates.
Support documentation, compliance, and coordination with legal, operations, and accounting teams.
Maintain internal tracking tools for deal progress, advisor participation, and post-deal performance.

Structured Notes Support

Collaborate with partner banks on the launch of Principal-at-Risk notes, including product documentation and marketing.
Assist in the creation of promotional materials tailored to retail distribution.
Monitor product performance and advisor feedback to support future launches.

Retail Advisor Engagement

Prepare briefing notes, FAQs, and educational content to support advisor communications.
Respond to advisor inquiries regarding deal terms, timelines, and subscription processes.
Help organize webinars, training sessions, and marketing campaigns to promote new offerings.
Assist with advisor outreach and follow-up during live deals.

Market Intelligence & Reporting

Track market trends, investor sentiment, and comparable transactions to support origination and syndication strategy.
Prepare internal reports summarizing deal activity, advisor engagement, and product uptake.

WHAT YOU WILL BRING

An undergrad degree in finance, economics or business related field.

Strong organizational and communicational skills
Strong attention to detail

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 to $75000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a sales incentive plan program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

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.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Paid time off for Volunteering

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.

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More about this job

Responsibilities

The Analyst will support equity deal execution, including IPOs and structured products, while maintaining syndication materials and tracking deal progress. They will also engage with retail advisors through educational content, webinars, and marketing support for new product launches.

Requirements

Candidates must possess an undergraduate degree in finance, economics, or a business-related field. Strong organizational, communication, and attention to detail skills are required for this role.

Skills

Equity syndication
Deal execution
Structured notes
Financial analysis
Market intelligence
Advisor communication
Documentation
Compliance
Reporting
Investor sentiment tracking
Organizational skills
Communication skills
Attention to detail

Benefits

Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Training reimbursement
Employee savings plan
Corporate discount program
Enhanced group benefits
Parental leave top-up program
Paid time off for volunteering

Visa sponsorship

Not detected in the job text

Keywords

Equity Capital Markets
Syndication
IPO
Structured Notes
Principal-at-Risk Notes
Wealth Management
Asset Management
Retail Distribution
Financial Services
Market Trends
Investor Sentiment
Deal Execution
Compliance
Marketing
Reporting
Finance
Economics
Business

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