Business Processing Associate

Overview  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 Business Processing Associate to join our Client Experience team.
Responsibilities   Conduct adequate analysis of all new financial/transactional request types.
Analyze and interpret trade requests to make sound decisions to action the request accordingly.
Ensure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requests.
Handle set ups and/or modifications to existing/ongoing systematic transactions in accounts.
Communicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as required.
Review daily reconciliation and data integrity reports as assigned.
Handle routine cleanup reports to ensure all client information is accurately reflected in our records.
Assist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the department.
Participate in User Acceptance Testing when required.
Qualifications   Minimum 1+ years of experience in an administrative position or operations back‑office environment.
High school diploma is the minimum requirement.
Post‑secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an asset.
Ability to work well under pressure and within time constraints.
Excellent analytical and problem‑solving skills.
Excellent written and verbal communication skills.
Keen attention to detail.
Understanding of investing fundamentals and/or Mutual Funds is considered an asset.
Completion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an asset.
Strong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an asset.
Prior data entry/financial transaction processing experience.
Extensive knowledge of industry back‑office or Operations practices.
Work Model & Benefits   This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.
Anticipated base salary range: $34,320 to $58,500 (may vary by experience, skills, education, and geographic location).
Eligible for participation in a bonus program.
Health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education‑related programs, paid holidays and vacation time, and many others; many of these benefits are subsidized or fully paid for by the company.
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.
Paid time off for volunteering.
Equal Employment Opportunity Statement  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 , or call 416‑364‑1145 ext.

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