Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Manager, Finance (Wealth) role.

Rezi rewrites your resume against CI Financial's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Manager, Finance (Wealth) posting at CI Financial — free, in seconds.

About the Role

This role is ideal for a high-performing accountant who wants to build on a strong financial reporting foundation while gaining exposure to acquisition activity, shareholder economics, complex intercompany structures, and strategic business initiatives. The role offers significant visibility across Finance, Corporate Development, HR, and Operations, providing an excellent opportunity to broaden your experience and accelerate your career.

Responsibilities

Prepare and review monthly journal entries, account reconciliations, and supporting working papers across multiple legal entities.
Lead key aspects of the month-end and quarter-end close process, ensuring financial results are accurate, complete, and delivered on time.
Analyze financial results, investigate variances, and provide meaningful insights to management.
Prepare quarterly investor reporting packages, including share price calculations, distributions, and other shareholder-related metrics.
Maintain financial models and supporting schedules used for shareholder reporting and governance purposes.
Partner with Corporate Development and business leaders to support acquisition, valuation, and integration activities.
Calculate and validate share issuance and repurchase amounts related to acquisition and rollover transactions.
Support internal and external audits and contribute to the ongoing enhancement of accounting policies, controls, and processes.
Identify and implement opportunities to improve efficiency, automation, and reporting effectiveness.

Requirements

CPA designation completed or nearing completion preferred.
3-6 years of progressive accounting, finance, or public accounting experience.
Strong technical accounting and financial reporting foundation.
Advanced Excel and analytical skills, with the ability to work with complex financial models and large datasets.
Proven ability to manage competing priorities, exercise sound judgment, and consistently meet deadlines.
Experience within wealth management, asset management, investment management, private equity, or other financial services organizations.
Exposure to acquisitions, valuations, corporate transactions, or transaction-related accounting.
Experience supporting audits, regulatory reviews, and IFRS financial reporting.
Naturally curious and interested in understanding the economics behind business and investment transactions.
Seeks exposure beyond traditional accounting and enjoys partnering with stakeholders across the business.
Takes ownership, demonstrates initiative, and is comfortable working in a fast-paced environment.
Strong communicator with the ability to translate financial information into meaningful business insights.
Ambitious, career-driven, and motivated to take on increasing levels of responsibility.

Skills

Advanced Excel
Analytical skills
Financial modeling
Working with large datasets
Communication

Location

Onsite

Work Type

Full-time
Onsite

Experience Level

3-6 years

Education Level

CPA designation preferred

Salary/Compensations

$95,000 to $125,500

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
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.