CI Financial Tech Stack

Independent asset and wealth management firm offering global investment strategies

Financial Services Toronto, Ontario 1,001–5,000 employees Public Company

CI Financial operates a multi-brand wealth and asset management platform (Global Asset Management, Assante Wealth Management, Investment Services, Direct Investing) serving individuals and institutions. The tech stack reveals a firm mid-transition: heavy Excel/VBA/SQL legacy, but actively adopting containerization (Docker, Terraform, ArgoCD) and cloud CI/CD tooling (AWS CodeSuite, CodeBuild) while migrating Jenkins pipelines away. Finance and operations dominate hiring (57 roles combined), with engineering and data teams scaling to support new platform builds (middle office, reconciliation, onboarding automation), yet data integrity and process automation remain top friction points across teams.

Tech Stack 125 technologies

Core StackJira Salesforce Python C# GitHub Bitbucket Jenkins PostgreSQL Snowflake AWS Pandas NumPy RPM Excel VBA SQL Microsoft Office PowerPoint Outlook Microsoft 365 Teams OneDrive UiPath UiPath Studio UiPath Document Understanding UiPath Insights VB.NET Amazon QuickSight Azure Unix+92 more

AdoptingArgoCD Docker Terraform Jenkins CloudFormation AWS CodeSuite AWS CodeBuild Artifactory+3 more

ReplacingJenkins Spinnaker

What CI Financial Is Building

◆Challenges

Data integrity
Improving ci/cd processes
Streamlining processes
Generating high quality leads
Ensuring efficient asset transfers
Operational account issues
Complex inquiries
Automating onboarding processes
Data discrepancies
Accuracy monitoring

▲Active Projects

Workflow development for compliance and portfolio operations
New middle office platform implementation
System enhancements testing
Advisor onboarding
Automation of onboarding processes
Migrate pipelines from jenkins to aws codesuite
Researching pending transfer requests
Refining data governance program scope
Solution and system architecture support for new products
Next-generation reconciliation platform

Hiring Activity

Steady150 roles · 50 in 30d

Department

Finance

Ops

Support

Engineering

Data

Sales

Marketing

Operations

Seniority

Mid

Senior

Junior

Manager

Director

Lead

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About CI Financial

CI Financial is a Toronto-based publicly traded firm operating four wealth and asset management lines of business. The company serves both retail and institutional clients with investment management, advisory, and direct investing services. With 1,001–5,000 employees, the firm is running parallel modernization efforts: building a next-generation middle office platform, refining data governance, automating advisor onboarding workflows, and shifting infrastructure tooling toward containerized, cloud-native deployments on AWS. Current hiring (148 active roles, 50 posted in the last 30 days) is concentrated in finance, operations, and support functions, with smaller but active engineering and data teams focused on compliance automation, portfolio operations, and reconciliation systems.

HeadquartersToronto, Ontario

Company Size1,001–5,000 employees

Hiring MarketsCanada

Frequently Asked Questions

What tech stack does CI Financial use?

Enterprise Microsoft Office suite (Excel, VBA, Outlook, Teams, 365), Salesforce, SQL, PostgreSQL, Snowflake, AWS, Azure, and RPA automation via UiPath. Development: Python, C#, VB.NET, GitHub, Bitbucket, Jenkins. BI: Amazon QuickSight.

Is CI Financial hiring engineers and data professionals?

Yes. 18 active engineering roles and 15 data roles across 148 total open positions. Hiring is concentrated in finance (33), ops (24), and support (20), with most postings at mid and senior levels.

What is CI Financial working on?

New middle office and reconciliation platforms, compliance workflow automation, advisor onboarding systems, data governance programs, pipeline migration from Jenkins to AWS CodeSuite, and portfolio operations enhancements.