At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where ... Highly adaptable to change CI Financial is an independent company offering global wealth management ...
Ci Financial
60 Ci Financial Jobs Hiring Near You
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where ... Highly adaptable to change CI Financial is an independent company offering global wealth management ...
Financial Advisor
Toronto, ON · On-site
CA$70K - CA$90K/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where ... In this role, the Financial Advisor will develop and maintain the relationships for the Assante ...
Financial Advisor
Toronto, ON · On-site
CA$70K - CA$90K/yr
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where ... In this role, the Financial Advisor will develop and maintain the relationships for the Assante ...
Licensed Associate Advisor
Vancouver, BC · On-site
We are seeking a diligent and detail-oriented Licensed Associate to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and ...
Licensed Associate Advisor
Vancouver, BC · On-site
We are seeking a diligent and detail-oriented Licensed Associate to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and ...
Internal Auditor
Toronto, ON · Hybrid
CA$55K - CA$95K/yr
The primary objective of this role is to enhance the overall control environment at CI Financial through the development and testing the Board Approved Internal Audit Plan. The Internal Auditor will ...
Internal Auditor
Toronto, ON · Hybrid
CA$55K - CA$95K/yr
The primary objective of this role is to enhance the overall control environment at CI Financial through the development and testing the Board Approved Internal Audit Plan. The Internal Auditor will ...
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 ...
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 ...
Associe(e) au service
Dorval, QC · On-site
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 ...
Associe(e) au service
Dorval, QC · On-site
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 ...
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 ...
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 ...
Senior Compliance Officer
Toronto, ON · On-site
CA$55K - CA$95K/yr
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 ...
Senior Compliance Officer
Toronto, ON · On-site
CA$55K - CA$95K/yr
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 ...
Working closely with the President, CI Wealth, this role focuses on driving business growth, enhancing operation efficiency, and ensuring the overall success of financial advisor practices. The ...
Working closely with the President, CI Wealth, this role focuses on driving business growth, enhancing operation efficiency, and ensuring the overall success of financial advisor practices. The ...
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where ... We are currently seeking a Financial Operations Fee Processing Associate. In this role, the ...
New
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where ... We are currently seeking a Financial Operations Fee Processing Associate. In this role, the ...
New
Service Associate
Vancouver, BC · On-site
CA$42K - CA$71K/yr
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 ...
Service Associate
Vancouver, BC · On-site
CA$42K - CA$71K/yr
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 ...
District Vice President, Sales
Toronto, ON · On-site
CA$85K - CA$135K/yr
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 ...
District Vice President, Sales
Toronto, ON · On-site
CA$85K - CA$135K/yr
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 ...
AI/ML DevOps Engineer
Toronto, ON · On-site
CA$69K - CA$119K/yr
CI Financial is seeking an experienced AI/ML DevOps Engineer to join the Data, AI & Analytics (DNA) team. In this role, you will help operationalize Gen AI and machine learning solutions by building ...
AI/ML DevOps Engineer
Toronto, ON · On-site
CA$69K - CA$119K/yr
CI Financial is seeking an experienced AI/ML DevOps Engineer to join the Data, AI & Analytics (DNA) team. In this role, you will help operationalize Gen AI and machine learning solutions by building ...
Registered Accounts Specialist
Toronto, ON · On-site
CA$42K - CA$71K/yr
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 ...
Registered Accounts Specialist
Toronto, ON · On-site
CA$42K - CA$71K/yr
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 ...
Fixed Income Analyst - Sovereign Credit
Toronto, ON · On-site
CA$100K - CA$130K/yr
CI GAM is part of CI Financial, a diverse group of financial services firms. JOB OVERVIEW At CI GAM we believe robust, independent research is critical to generating alpha at the portfolio level. As ...
New
Fixed Income Analyst - Sovereign Credit
Toronto, ON · On-site
CA$100K - CA$130K/yr
CI GAM is part of CI Financial, a diverse group of financial services firms. JOB OVERVIEW At CI GAM we believe robust, independent research is critical to generating alpha at the portfolio level. As ...
New
Tax Specialist
York, ON · On-site
CA$42K - CA$71K/yr
CI Investment Services Inc. (CIIS) is a wholly-owned subsidiary of CI Financial Corp. CIIS is registered in all Provinces and Territories of Canada as an Investment Dealer and is a member of the ...
Tax Specialist
York, ON · On-site
CA$42K - CA$71K/yr
CI Investment Services Inc. (CIIS) is a wholly-owned subsidiary of CI Financial Corp. CIIS is registered in all Provinces and Territories of Canada as an Investment Dealer and is a member of the ...
Adjoint(e) aux ventes
Montreal, QC · On-site
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 ...
Adjoint(e) aux ventes
Montreal, QC · On-site
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 ...
Business Systems Analyst
Toronto, ON · On-site
CA$55K - CA$95K/yr
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 ...
Business Systems Analyst
Toronto, ON · On-site
CA$55K - CA$95K/yr
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 ...
Data Analyst
CA$55K - CA$95K/yr
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 ...
Data Analyst
CA$55K - CA$95K/yr
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 ...
Sales & Service Administrator
Vancouver, BC · On-site
CA$55K - CA$65K/yr
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 ...
Sales & Service Administrator
Vancouver, BC · On-site
CA$55K - CA$65K/yr
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 ...
Full-time
PTO
Posted 4 days ago
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.
The successful candidate will provide fund oversight and support within the Fund Administration team.WHAT YOU WILL DO
- Prepare daily manual transactions file for Middle Office
- Provide assistance to Trade Support and Middle Office on any reconciling issues
- Execute policies and procedures for fund oversight and controls
- Identify and provide support to all fund accounting related errors/issues with fund administrator, escalate to management as appropriate
- Assist with class action lawsuit compensation claim filings
- Manage the maintenance of fund data repository, ensuring the data is complete and accurate
- Maintain oversight with daily review of dilutions and capital stock reconciliations
- Assist in answering internal and external inquiries
- Assist in prospectus review during renewals to ensure completeness and accuracy
- Provide support during audit requests
- Support various weekly/monthly/quarterly internal and reporting requirements
- Participate in ad-hoc projects as required
WHAT YOU WILL BRING
- Minimum 2 years of fund industry or consulting experience
- Post-secondary degree required (Accounting or Business preferred)
- Canadian Securities Course and/or IFIC Mutual Funds Course and/or other related industry education is an asset
- Excellent attention to detail and consistent high level of accuracy
- Strong organizational, interpersonal and communication (written and oral) skills
- Strong MS Excel skills.
- Proven ability to work independently as well as with a team, under pressure and with time sensitive deadlines
- Self-motivated individual; flexible and adaptable; proactive; self-starter
- Sound professional judgment, professionalism and integrity
- Able to work in a high-performance culture
- Open to and comfortable with constantly evolving and changing priorities and new challenges
- Highly adaptable to change
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 ataccessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.