Top Benefits
About the role
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are currently seeking a Compliance Officer to join our Compliance team. In this role, the successful candidate is expected to conduct compliance tasks in accordance with internal procedures and regulatory requirements, and to be heavily involved in trading surveillance in multiple entities within CI Wealth Management.
We are currently seeking a highly motivated and energetic Registered Accounts Specialist to join our Operations team, reporting to the Supervisor, Registered Accounts. In this role, will be responsible for all processes and procedures related to the operation of Registered Plans such as Registered Disability Saving Plan (RDSP), Retirement Savings (RRSP), Retirement Income (RRIF), Education (RESP) and Locked In plans (LRSP, LRIF). You will ensure all requests and inquiries from advisors and clients are processed accurately and in a timely manner according to the established service level agreements and that respective control accounts are reconciled by the established deadlines.
WHAT YOU WILL DO
- Manage RDSP account administration
- Manage RRIF account administration, including the setup and payout of minimums
- Manage RESP account administration
- Process RRSP withdrawals
- Perform special processing for estates, home buyers, LLP, marriage breakdown, court orders, etc.
- Perform recurring events set up and ongoing support (PAC, SWP)
- Manage control account reconciliation
- Respond to client service inquiries related to registered products
- Perform other duties as assigned.
WHAT YOU WILL BRING
- Minimum of 1-year registered accounts experience
- Post-secondary education
- Knowledge of Registered Accounts/Products
- Intermediate Knowledge of Microsoft Office products, primarily Excel
- Excellent communication and organizational skills
- Excellent attention to detail and problem-solving skills
- Ability to work independently as well as in a team environment
- Knowledge of client tax reporting
- Overtime may be required during peak periods
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.
WHAT WE OFFER
-
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
-
Fitness Membership Discounts
-
Paid Volunteer Day
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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.
Top Benefits
About the role
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are currently seeking a Compliance Officer to join our Compliance team. In this role, the successful candidate is expected to conduct compliance tasks in accordance with internal procedures and regulatory requirements, and to be heavily involved in trading surveillance in multiple entities within CI Wealth Management.
We are currently seeking a highly motivated and energetic Registered Accounts Specialist to join our Operations team, reporting to the Supervisor, Registered Accounts. In this role, will be responsible for all processes and procedures related to the operation of Registered Plans such as Registered Disability Saving Plan (RDSP), Retirement Savings (RRSP), Retirement Income (RRIF), Education (RESP) and Locked In plans (LRSP, LRIF). You will ensure all requests and inquiries from advisors and clients are processed accurately and in a timely manner according to the established service level agreements and that respective control accounts are reconciled by the established deadlines.
WHAT YOU WILL DO
- Manage RDSP account administration
- Manage RRIF account administration, including the setup and payout of minimums
- Manage RESP account administration
- Process RRSP withdrawals
- Perform special processing for estates, home buyers, LLP, marriage breakdown, court orders, etc.
- Perform recurring events set up and ongoing support (PAC, SWP)
- Manage control account reconciliation
- Respond to client service inquiries related to registered products
- Perform other duties as assigned.
WHAT YOU WILL BRING
- Minimum of 1-year registered accounts experience
- Post-secondary education
- Knowledge of Registered Accounts/Products
- Intermediate Knowledge of Microsoft Office products, primarily Excel
- Excellent communication and organizational skills
- Excellent attention to detail and problem-solving skills
- Ability to work independently as well as in a team environment
- Knowledge of client tax reporting
- Overtime may be required during peak periods
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.
WHAT WE OFFER
-
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
-
Fitness Membership Discounts
-
Paid Volunteer Day
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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.