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About the Role
CI Wealth Managed Solutions Platforms provide investors direct access to some of the top asset managers in the world with a wide range of investment vehicles. As we continue to expand, we are looking for an individual who thrives in a fast-paced environment with an entrepreneurial spirit. Reporting to the Director, this role will be responsible to support the investment operations and trading of the SMA/UMA programs. Our corporate culture encourages teamwork, service excellence, creativity, and initiative.
Responsibilities
- Support the core trading and portfolio modeling responsibilities.
- Interpret and execute trade instructions provided by Portfolio Managers, Third Party Sub-Advisors and Investment Advisors for CI Wealth platforms.
- Order entry for stock, mutual funds, and fixed income securities.
- Ensure all activities, trading and analytical are completed within company and regulatory policy.
- Collaborate with the team, internal and external partners to identify and resolve reconciliation issues.
- Troubleshoot and resolve custodial and trading queries.
- Anticipate and avoid potential issues to mitigate risk.
- Articulate Broker-Dealer and/or Investment Management operations knowledge to help facilitate the rapid growth of CI Wealth Platforms.
- Understand financial markets, asset management and complex investment strategies.
- Assist with development, review, and maintenance of processes and procedures on the platforms.
- Manage and participate in ad-hoc projects as needed.
- Engage with Investment Advisors and Portfolio Managers to support their book of business.
- Facilitate and triage issues related to their advisory practice on the CI Wealth Platforms.
- Possess in-depth knowledge of wealth management solutions.
Requirements
- Strong attention to detail
- Demonstrated problem-solving skills
- Highly effective teamwork and collaboration skills
- Strong written and verbal communication skills
- Strong skills working with business applications/technology, including Microsoft Office Suite
Skills
- Portfolio management systems
- Investment book of record technologies
- Financial markets
- Asset management
- Complex investment strategies
- Microsoft Office Suite
Location
- Toronto
Work Type
- Full-time
- In-office (four days per week)
Experience Level
- Existing vacancy
Education Level
- Bachelor degree or relevant work experience in finance, or related fields
- Canadian Securities Course (CSC) is an asset
- Conduct and Practices Handbook (CPH) 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
- Vacation time
- 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.
- Modern HQ location within walking distance from Union Station
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.