Position Description

We are seeking a Financial Operations/Adjustments Associate to join our team. The ideal candidate has strong analytical and problem-solving skills, excellent communication abilities, and experience working with financial systems, particularly SAS. You will investigate account-related inquiries, resolve operational issues, and collaborate with internal and external stakeholders to provide timely solutions.

This role is hybrid and requires attendance at our downtown Toronto and/or client office a minimum of 1 day per week, subject to change.

Your future duties and responsibilities

Managing and accurately completing adjustments received from both internal and external partners Interpreting and analyzing client request documents including LOI (letters of indemnity) Completing research on accounts and transactions in SAS to identify root causes of errors Making contacts (telephone, e-mail, fax) to our external partners (head office, advisors, clients) as needed on adjustment customer requests Providing meaningful and concise feedback through error tracking to support the department Quality Program Proactively identifying areas of improvement to increase the accuracy and efficiency of the current processing procedures Assisting with quality control, trade rejects and standard processing customer requests as needed Completing tasks and participating in projects that may be assigned from Leadership

Required Qualifications To Be Successful In This Role

Excellent knowledge of one or more specialized registered products is an asset (i.e. Income, RESP) Minimum 3-5 years of financial services experience in an operations/back office environment Strong proficiency with SAS and Trex applications Passion for delivering consistent excellent customer service Excellent communication skills, both written and verbal Familiarity with back office data processing, processes/procedures and working knowledge of MS Office Detail oriented, strong decision making and problem-solving skills Good interpersonal, organizational and time-management skills Ability to work well under pressure, in a fast-paced, deadline driven environment Able to collaborate and work effectively with both internal and external partners Post-secondary education or any other relevant work experience in Mutual Funds/Financial Services is an asset Successful completion of the CSC and/or Operations course (IFIC) is an asset Bilingual (French) is an asset

CGI is providing a reasonable estimate of the pay range for this role. The determination of this range includes factors such as skill set level, geographic market, experience and training, and licenses and certifications. Compensation decisions depend on the facts and circumstances of each case. A reasonable estimate of the current range is $40,000-$90,000. This role is an existing vacancy opportunity.

Together, as owners, let’s turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…

You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.

Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

At CGI, we value the strength that diversity brings and are committed to fostering a workplace where everyone belongs. We collaborate with our clients to build more inclusive communities and empower all CGI partners to thrive. As an equal-opportunity employer, being able to perform your best during the recruitment process is important to us. If you require an accommodation, please inform your recruiter.

That same commitment to fairness extends to how we use technology. To support our recruitment team, AI tools may be used to help assess applications though they never replace human judgement. All hiring decisions remain entirely in the hands of our recruitment professionals.

To learn more about accessibility at CGI, contact us via email. Please note that this email is strictly for accessibility requests and cannot be used for application status inquiries.

Come join our team—one of the largest IT and business consulting services firms in the world.