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About the Role

In this dynamic role, the successful candidate will be exposed to and provide service to many functional areas of the dealer’s front, middle, and back-office operations. Key responsibilities include supporting the fund operations team with audit, money moves, and pricing reviews, in addition to other day-to-day duties as assigned and managing dealer relationships. Reporting directly to our Director of Investment Funds Management (IFM), the successful candidate will assist in the development of the IFM and UMA (Unified Managed Account) platform and act as a liaison with third-party service providers and Aligned Capital Partner advisors and portfolio managers.

Responsibilities

• Manage money moves related to fund custody accounts
• Handle trade cancellations, corrections, and backdates
• Review and reconcile daily, weekly, and monthly fund prices provided by our third-party fund administrator
• Assist with quarterly compliance reporting and reviews
• Manage fund audits and regulatory filings for IIROC and the OSC
• Acquire a thorough understanding of the many functional areas of Dealer operations, with the goal of being an active member in evolving internal platforms
• Provide reporting to various team members and functional units within the organization
• Liaise with third-party fund managers, service providers, and internal teams, advisors, and portfolio managers
• Own and action inquiries in a timely manner

Requirements

• 1-2 years of experience in the investment industry or related field
• Proficiency in Excel
• Excellent organization and communication skills
• Initiative and the ability to work independently within an overarching team structure
• Critical thinking and sound judgement
• An open mind with a desire to learn and drive business results

Skills

• Excel
• Organization
• Communication
• Initiative
• Independent work
• Teamwork
• Critical thinking
• Judgement
• Learning agility
• Business acumen

Location

• Toronto

Work Type

• Full-time
• In-office (four days per week)

Experience Level

• 1-2 years

Education Level

• Completion of the Canadian Securities Course (CSC) is an asset

Salary/Compensations

• $42,500 to $71,000
• Eligible for participation in a bonus program

Benefits

• Health insurance coverage
• Wellness programs
• Life and disability insurance
• Retirement savings plans
• Paid leave programs
• Education-related programs
• Paid holidays and vacation time
• 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

About the Company

• 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.
• We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

Equal Opportunity

• We are focused on building a diverse and inclusive workforce.
• 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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.