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About the Role

Support Investment Counsellors, Portfolio Managers, and their teams by preparing accurate trade instructions, resolving investment policy and trade-related inquiries, and coordinating complex trade analysis and correction activities. The successful candidate will bring strong analytical skills, exceptional attention to detail, and a commitment to delivering outstanding service to our high-net-worth clients.

Responsibilities

Prepare accurate asset allocation instructions and portfolio rebalancing activities for Private Client managed portfolios.
Support the implementation and maintenance of Pool and Segregated portfolio models, ensuring alignment with client objectives, risk profiles, IPS requirements, and compliance standards.
Investigate and resolve trade-related inquiries by analyzing issues, recommending solutions, and driving timely resolutions.
Perform portfolio market value analysis as it relates to LOI/Adjustment requests, and coordinate the end-to-end correction process with internal and external stakeholders.
Provide timely and professional support to Investment Counsellors, Portfolio Managers, their assistants, and other business partners.
Review daily integrity reports and contribute to quality control, risk mitigation, and operational excellence initiatives.
Participate in special projects, process improvement initiatives, and User Acceptance Testing (UAT) activities.

Requirements

Post-secondary education in Business, Finance or a related field, or an equivalent combination of education and experience.
Minimum 2 years of experience in the financial services industry, with knowledge of mutual funds and investment products such as stocks, bonds, ETFs, GICs, and derivatives.
Understanding of investment management principles, portfolio construction, and asset allocation concepts.
Strong analytical, problem-solving, organizational, and communication skills.
Exceptional attention to detail and commitment to accuracy.
Ability to manage multiple priorities and thrive in a fast-paced environment with minimal supervision.

Skills

Microsoft Excel

Location

Onsite

Work Type

In-office

Experience Level

Minimum 2 years

Education Level

Post-secondary education in Business, Finance or a related field

Salary/Compensations

$42,500 to $71,000

Benefits

Participation in a bonus program
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.

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.