UMA Associate at CI Financial

Position: Full-Time UMA Associate at CI Financial
Advance your career as a Full-Time UMA Associate with CI Financial in Toronto, ON. Embrace responsibilities in trading, operations, and client service within wealth management.

This exciting role supports the investment operations and trading activities of CI Wealth Managed Solutions’ SMA/UMA programs. You will engage closely with Portfolio Managers and Advisors while ensuring all trading activities comply with company policy. Your understanding of complex investment strategies will be invaluable.

Key Responsibilities:

• Execute trade orders for stocks, funds, and bonds

• Work with teams to resolve operational challenges

• Communicate insights on investment management effectively

• Contribute to the enhancement of practices and procedures

• Manage ad-hoc projects related to trading operations

Requirements:

• Bachelor’s degree or relevant experience in a financial role

• Excellent attention to detail and a proactive mindset

• Strong oral and written communication skills

• Familiarity with investment management tools

• Current enrollment in investment certifications is beneficial

Bring your passion for finance and operational efficiency to CI Financial in this pivotal role.
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