75 Investment jobs in North York

Job Description

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.

We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.

WHAT YOU WILL DO

• Assist in the development and implementation of financial plans and strategies.
• Analyze financial data to determine the best investment strategies for clients.
• Maintain regular contact with clients to understand their financial needs and goals.
• Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
• Prepare reports on client accounts and create presentations for client meetings.
• Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
• Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
• Ensure compliance with financial regulations and adhere to company policies and procedures.
• Participate in continuing education and training programs to stay current with industry standards and trends.
• Provide administrative support as needed.

WHAT YOU WILL BRING

• Post Secondary education in related field.
• Relevant financial licenses (CSC, CPH, CIM, CFP).
• Proven experience in wealth management or a related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple work flows simultaneously.
• Proficiency in financial software and Microsoft Office Suite.
• High level of integrity and professionalism.

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
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced Group Benefits
• Parental Leave Top–Up Program
• Fitness Membership Discounts
• Paid Volunteer Day

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 , or call ext. 4747.

Publicis Media is one of Canada's fastest growing Media Agency networks. The secret sauce? A pool of talented individuals who learn from each other (while tapping into global centres of excellence) and transparency at the core of everything we do, from data reporting to billing all the way to agency leadership. The result is a blend of meaningful work for some of Canadas' favorite brands and endless opportunities to grow for our team members.

Publicis Media has experienced an incredible growth rate over the past years. The network has transformed and moved at the pace of culture.

Publicis Media Canada is proud to be Great Places to Work certified and recognized with Best Workplaces for Today's Youth. We provide continuing opportunities for career growth by fostering a diverse work environment that respects and supports individual contributions and opinions.

We also offer our employees market leading benefit and incentive programs. You'll be provided with 3 weeks minimum vacation to start plus additional long weekend Publicis days, holidays closures, your birthday off, free Headspace memberships, wellness and technology credits, and a market leading savings plan.

We strive to provide what matters to you personally with the ability to choose and modify programs to suit your lifestyle.

The OOH Director at APEX Exchange is a senior leadership role responsible for overseeing the execution and performance of OOH investment. This role ensures the delivery of high-quality, results-driven campaigns while maintaining financial discipline and operational excellence. The Director acts as a key liaison between internal teams, clients, and media vendors, and plays a critical role in developing team talent, optimizing vendor relationships, and driving innovation in media buying practices.

Team Leadership & Development

• Lead and mentor a team of Managers, Supervisors, Buyers, and Assistants across investment functions.

• Foster a collaborative, high-performance culture focused on accountability, innovation, and continuous improvement.

• Conduct performance reviews and support career development plans for direct reports.

• Encourage initiative and professional growth by observing and nurturing individual strengths.

Campaign Oversight & Execution

• Maintain quality control over all group projects, ensuring accuracy, timeliness, and alignment with client KPIs.

• Oversee the full campaign lifecycle-from planning and negotiation to execution, reconciliation, and reporting.

• Ensure campaigns meet benchmarks, goals, and contractual obligations.

• Provide strategic input on media mix, vendor selection, and deal structures.

Vendor & Partnership Management

• Lead deal negotiations in collaboration with the VP.

• Build and maintain strong relationships with key media partners to unlock added value and innovation.

• Ensure compliance with vendor deal terms and pacing requirements.

Financial Accountability & Reporting

• Oversee campaign financials, including budgeting, billing, and reconciliation.

• Track deal pacing and extraction rates to ensure profitability and commitment fulfillment.

• Support monthly forecasting and financial reporting in collaboration with finance teams.

• Identify opportunities to improve financial outcomes through smarter media investments.

Operational Excellence & Innovation

• Develop and implement process improvements and best practices to enhance efficiency and consistency.

• Ensure accurate use of media systems (Prisma, DDS) and reporting tools (Excel, PowerPoint, COMMB).

• Lead by example in work ethic, collaboration, and solution-oriented thinking.

• Champion innovation in media buying strategies and campaign execution.

Cross-Functional & Client Collaboration

• Act as a strategic partner to planning, strategy, and buying teams to align on campaign goals and execution.

• Participate in client meetings and presentations, providing insights on media performance and investment strategy.

• Contribute to the development of case studies and thought leadership that highlight media value and innovation.

• Develop and execute strategies to drive sustained growth in OOH investments and expand share of wallet across all agencies

• Associate or Bachelor's Degree in Media, Business, or a related field.

• 8+ years of progressive experience in media buying or planning, with leadership responsibilities.

• Strong understanding of media systems, reporting tools, and financial tracking.

• Proven ability to lead teams, manage vendor relationships, and drive campaign performance.

• Excellent communication, negotiation, and presentation skills.

• Demonstrated critical thinking, problem-solving, and decision-making abilities.

• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.

Key Contacts:

• Internal:Investment Managers, Buyers, Assistants, Strategy/Planning Teams, Finance, Operations

• External:Media Vendors, Sales Reps, Clients, Media Systems Representatives

Publicis Media is an equal opportunity employer with a strong commitment to diversity and inclusion. We create and nurture a vibrant work environment that celebrates, values and leverages all aspects of diversity and inclusiveness, attracts world-class talent and serves as the industry benchmark for best practices. We encourage applications from all qualified individuals and will provide appropriate accommodation for candidates with disabilities or accessibility needs throughout the recruitment process, upon request. Please contact our recruiter for any questions, accommodations or specific requests. We thank all candidates for their interest in Publicis Media however, only those candidates selected for an interview will be contacted

Job Description

Agentis Capital Advisors is looking to hire an experienced Investment Banking Analyst for the office in Toronto, ON.

Overview

Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including the 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Our guiding principles and ability to generate value for clients sets us apart.

Job Details

• Base Salary: $120,000 per annum

• NOC Group: 11101

• NOC Job Title: Financial Analyst

• Job Type: Full Time, Permanent

• Language: English

• Position Available: 1

• Job Location: 810-18 King Street East, Toronto, ON M5C 1C4

• Desire Start Date: Immediately

• Hours of Work: 40 hours/week, Monday through Friday, 9:00AM - 5:00PM

Job Description

As an integral member of the advisory team, you will be challenged to accept increasing levels of responsibility as you develop your skills and reputation. Your work will directly impact our clients and the firm.

Your role will include:

• Participating in the execution of equity and debt offerings, mergers and acquisitions, public-private partnerships, and principal investments

• Developing complex financial models for infrastructure transactions, including the use of macros and VBA programming

• Assisting in the management of due diligence processes, including managing third-party advisors

• Developing asset valuations using a variety of approaches

• Preparing client presentations and actively participating in discussions

• Evaluating investment opportunities and management of existing investments

• Researching potential investment banking opportunities; providing research on target companies, sectors, industries, and geographies

• Maintaining marketing materials for the firm, including creating pitch decks to be presented to potential clients

Job Requirements

• Completion of an undergraduate program with specialization in finance is required;

• Please highlight if you have post-graduation or equivalent formal education in finance;

• Prior investment banking experience is required;

• Prior experience in infrastructure advisory is required;

• Minimum one year of full-time work experience is required;

• Exceptional academic results (minimum cGPA of 80% or 3.7/4.0);

• Ability to concisely communicate complex concepts and ideas verbally and in writing;

• Ability to take initiative and work independently with minimal supervision;

• Desire to assume increasing levels of responsibility and seek solutions to complex problems;

• Committed to producing accurate and thorough work product under tight deadlines;

• Ability to learn quickly and adapt in a fast-paced work environment;

• Ability to work effectively in a team environment;

• Able to work under pressure and time constraints in a fast-paced environment.

Other Information

• Benefits include paid vacation, paid sabbatical, extended health benefits (including dental, vision, and drug), EAP, AD&D, basic life insurance, dependent life, and other minimum provincial benefits.

How to Apply

• Please apply via email.

• Applications must include your resume and a copy of your latest university transcripts.

• Only qualified candidates will be contacted.

• This position is open for newcomers to Canada, visible minorities, and Indigenous peoples.

Job Description

Salary:

We are seeking an experienced Investment Banking Associate to join our growing organization for an immediate start. This is a remote position based in North America. You will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments.

Qualifications:

• Bachelors degree in Business, Economics, or Finance with a 3.5 GPA or above.
• At least four years of experience in investment banking, management consulting, or Big 4 transaction services. (Must have already completed your degree and graduated.)
  
• Previous M&A or past internship experience
• Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses and perform valuation analyses
• People and project management skills appropriate to the level
• Good financial modeling experience in Excel, basic or better PowerPoint skills
• Self-driven, detail-oriented, ability to produce large amounts of high-quality work products in a short period of time
• Passion for finance, investment banking, and e-commerce

Job Description

Salary:

We are seeking an experienced Investment Banking Associate to join our growing organization for an immediate start. This is a remote position based in North America. You will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments.

Qualifications:

• Bachelors degree in Business, Economics, or Finance with a 3.5 GPA or above.
• At least four years of experience in investment banking, management consulting, or Big 4 transaction services. (Must have already completed your degree and graduated.)
  
• Previous M&A or past internship experience
• Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses and perform valuation analyses
• People and project management skills appropriate to the level
• Good financial modeling experience in Excel, basic or better PowerPoint skills
• Self-driven, detail-oriented, ability to produce large amounts of high-quality work products in a short period of time
• Passion for finance, investment banking, and e-commerce

Job Description

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.

At CI GAM we believe robust, independent research is critical to generating alpha, at the portfolio level. The successful candidate will be expected to, participate in, the research, analysis and stock selection of global companies in your respective sector(s).

We are open to applications across different experience levels with different sector expertise but are particularly interested in those with expertise in the Utilities sector.

WHAT YOU WILL DO

• Be part of a highly engaged, collaborative team that focuses on what’s right, not who’s right.
• Openly hold yourself accountable to support collective learning and continuous improvement.
• Generate and manage research that supports strong alpha within the Utilities sector.
• Research, analyze, and recommend investments:
• Perform fundamental security and industry analysis to identify companies with superior risk-return profiles
• Perform quantitative modeling and analysis for security and industry selection
• Meet with company management, industry experts, and other specialists
• Document research ideas and investment rationales
• Maintain and update various analytical tools used to evaluate stocks for inclusion in funds
• Communicate high conviction recommendations to the rest of the group
• Present to internal and external clients about stock selection, investment ideas, and portfolio activity.
• Work closely with portfolio managers
• Participate in research and process improvement initiatives on an ongoing basis.

WHAT YOU WILL BRING

• A broad range of experience levels will be considered although applicants should ideally have a minimum of 5 years equity research experience (buy-side or sell-side) in the Utilities sector. Flexible compensation structure that will adjust for those applicants with more experience
• Bachelors degree, or higher.
• CFA designation, or commitment to obtain the CFA designation.
• Ability to work within a small team of investment professionals.
• High level of organizational skills.
• High work ethics and determination to succeed.
• A willingness to continue to learn and open to improvements in process and structure.
• Good communications skills.
• Interpersonal skills and ability to communicate complex ideas and concepts in a succinct way.
• Attention to detail and high degree of accuracy.
• Ability to work independently and meet deadlines consistently.
• Excellent verbal and written communications.
• Competent with Microsoft Office software and willingness to learn new platforms (e.g. trading platforms, content sharing (Bloomberg) and attribution software).

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• 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

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 , or call ext. 4747.