CI Financial Business Integrity Associate

Position: CI Financial Business Integrity Associate Role
Join CI Financial as a Business Integrity Associate in Burlington, ON. This full-time position focuses on managing trading corrections and enhancing operational processes.

Great opportunities await with CI Financial at Aligned Capital Partners Inc. (ACPI). As a Business Integrity Associate, you will manage the execution and approvals of trading corrections while minimizing risks. You will collaborate closely with advisors and support efficient operational workflows, ensuring accurate reporting and tracking.

Key Responsibilities:

• Manage execution of trading corrections accurately

• Liaise between advisors and CI back-office teams

• Provide timely reporting and process documentation

• Optimize operations and provide valuable feedback

• Own inquiries and corrections effectively

Requirements:

• Familiarity with trade cancellations and corrections

• Proficient in Excel and SharePoint applications

• Excellent time management and communication abilities

• Strong understanding of various investment vehicles

• Ability to work autonomously within a team-oriented environment

Utilize your skills in trading operations to drive effectiveness at CI Financial in Burlington.
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