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.

In this role, the successful candidate will have an opportunity to support our clients within the back-office, banking, and account administration functions. The candidate will support our Client Service Team with processing of financial transactions. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is an entry-level role that is primarily non-client facing with ample room for career growth.

WHAT YOU WILL DO

• Banking duties (EFT, wires, resolution of payment issues with financial institutions, Interfund cash and position transfers)
• Journal entry and other trade related administrative tasks
• Processing client account updates and related tasks
• Registered income account updates
• Registered accounts Processing (includes RESP, RDSP etc.)
• Processing and following up on internal and external asset transfers
• RESP Withdrawal Processing (EAP, PSE, NCW, AIP) and generating RESP Breakdown
• Unlocking of locked-in accounts (LIRA, LRSP, LIF etc.)
• Cheque withdrawal booking
• Pending Close/Freeze account and balances write-offs
• Book value update entry

WHAT YOU WILL BRING

• Previous experience in the Mutual Fund industry and/or customer service role is preferred
• Post-secondary education
• Knowledge of Back Office functions
• Ability to prioritize effectively and work efficiently and independently to meet daily deadlines
• Detailed-oriented, extremely self-motivated and dedicated, and a good team player
• Fluency in English (verbal and written)
• Excellent communication and interpersonal skills
• Proficiency with MS Office applications
• Ability to thrive in a growing/dynamic environment
• Canadian Securities Course, IFIC, PFP and other industry courses would be an asset
• Comfort in using and learning new software systems

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.