CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial firms.

The Communications and Knowledge Management (CKM) Specialist will support the communication and knowledge management needs of Client Services and other business units. Responsibilities include writing and editing content for our Client Services knowledge management platform, coordinating the content review, supporting advisor communications, implementing Salesforce Knowledge platform, and maintaining quality standards.

What You Will Do

- Create, maintain and edit content for our Client Services knowledge management platform while coordinating the content review process for ongoing updates.
- Assist with various Communications and/or Knowledge work packages associated with projects/implementations.
- Write and edit internal communication pieces to comply with internal guidelines for style and brand management.
- Write, edit and execute send of external Advisor communication pieces through use of Marketing Cloud.
- Maintain consistently high standards of quality in all writing, including plain business language, grammar and structure and ensure the same when editing the writing of others.
- Support the development and delivery of communication plans, while considering the needs of the Service team and clients. Ensure successful implementation of the approved communication plan.
- Keep well informed of company updates (e.g., changes to product, services) and ensure they are communicated effectively.
- Through surveys and other methods,



proactively seek feedback to enhance communications and knowledge articles for improved usability and effectiveness.

What You Will Bring

- Minimum 1 year of experience in a service-oriented role
- Minimum 1 year of experience working in Financial Services
- Minimum 1 year of experience in a communications and/or knowledge management role
- Exceptional written and verbal communication skills including strong presentation skills
- Experience working with Salesforce considered an asset
- Subject matter expertise in CI and Assante processes, will be considered an asset.
- Strong interpersonal skills and ability to collaborate with various teams
- Outstanding organizational and time management skills
- Ability to meet deadlines, manage competing tasks and thrive in a fast-paced environment
- Self-motivated with ability to work proficiently both independently and in a team environment
- Ability to effectively liaise with other business units and project teams
- Ability to remain calm and courteous under pressure
- Solid knowledge of the products and services offered by CI and Assante
- Knowledge of financial markets, mutual funds and other investment products
- Strong knowledge of Microsoft Office,



including Word, Excel and PowerPoint

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

The anticipated base salary range for this position is $42,500 to $71,000. 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 bonus program.

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 perks
- Parental Leave Top‑up program
- Paid time off for Volunteering

Benefits include 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 subsidised or fully paid for by the company.

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.

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📌 Communications and Knowledge Management Specialist (Toronto)
🏢 CI Financial
📍 Toronto