Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      CI Financial

      Engaged employer

      About
      Reviews
      Pay and benefits
      Jobs
      Interviews
      Interviews
      Related searches: CI Financial reviews | CI Financial jobs | CI Financial salaries | CI Financial benefits
      CI Financial interviewsCI Financial Client Service Associate interviewsCI Financial interview


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Centre
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy and Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      • Security

      Work With Us

      • Advertisers
      • Careers
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent posts

      Copyright © 2008-2026. Glassdoor LLC. "Glassdoor," "Worklife Pro," "Bowls" and logo are proprietary trademarks of Glassdoor LLC.

      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalised job recommendations and updates by starting your searches.

      Client Service Associate Interview

      14 Nov 2019
      Anonymous employee
      Toronto, ON
      Accepted offer
      Neutral experience
      Difficult interview

      Application

      I applied through university. I interviewed at CI Financial (Toronto, ON) in Oct 2017

      Interview

      phone interview from HR first, then behaviour questions and an excel test with some EQ test, then background check phone interview from HR first, then behaviour questions and an excel test with some EQ test, then background check

      Interview questions [1]

      Question 1

      Priority
      Answer question

      Other Client Service Associate interview reviews for CI Financial

      Client Service Associate Interview

      21 Apr 2026
      Anonymous interview candidate
      Toronto, ON
      No offer
      Negative experience
      Easy interview

      Application

      I applied online. I interviewed at CI Financial (Toronto, ON) in Mar 2026

      Interview

      The interview process was very brief and consisted of a short conversation. Based on my experience, it did not feel like there was a genuine intent to fill the position at the time. The interaction seemed more aligned with gathering information rather than actively recruiting for an open role. Overall, the process lacked depth, and I would have appreciated more clarity regarding the status and urgency of the hiring need.

      Client Service Associate Interview

      24 Nov 2025
      Anonymous interview candidate
      No offer
      Negative experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at CI Financial in Jun 2024

      Interview

      I was invited to complete a one-way video interview, which consisted of pre-recorded behavioral questions and took about 20 minutes. However, I never received any follow-up or response from the company afterward. What concerns me is that the company continues to keep the job posting active on their career website, even though the role appears to have been filled. To respect candidates' time and effort, companies should remove inactive postings in a timely manner.

      Interview questions [1]

      Question 1

      What is mutual fund? Why do you want to work at CI financial?
      Answer question

      Top companies for "Compensation and Benefits" near you

      avatar
      Citi
      3.6★Compensation and benefits
      avatar
      Allianz
      3.6★Compensation and benefits
      avatar
      Investcorp
      3.7★Compensation and benefits
      avatar
      Moody's
      3.7★Compensation and benefits