As a Bilingual Client Experience Manager, you will lead a client service team to provide support to financial advisors, manage inquiries, and collaborate on solutions. Responsibilities include team oversight, operational troubleshooting, and project task support, requiring fluency in French and English and knowledge of the Canadian investment landscape.

The Project Coordinator supports project reporting, governance, and management within the Wealth PMO, ensuring adherence to standards and assisting Project Managers with coordination activities.

The Senior Project Manager leads complex, cross-functional projects in the Wealth portfolio, ensuring adherence to scope, schedule, and budget while managing risks and stakeholder engagement.

The Learning and Development Specialist designs and facilitates training for CI Wealth, collaborates with SMEs, evaluates learner performance, and provides coaching.

The role involves preparing financial statements, regulatory reports, journal entries, reconciliations, and assisting with audits and process improvements.

Responsible for day-to-day settlement activities including responding to inquiries, ensuring timely trade settlements, and processing corporate actions.

Provide technical support for wealth management systems including troubleshooting, SQL-based analysis, incident management, system monitoring, upgrades, user training, documentation, and collaboration with development and infrastructure teams to ensure system stability and timely resolution.

Manage and grow client relationships for the Aligned Capital Partners network, drive asset growth through sales and referrals, provide investment recommendations and financial planning, ensure regulatory compliance, and deliver high-quality client service.

Support Wealth Advisor by developing and implementing financial plans, analyzing portfolios, monitoring market trends, preparing client reports and presentations, maintaining client relationships, ensuring compliance, and handling administrative duties.

Serve as a business systems analyst supporting corporate and institutional applications, integrations, and vendor feeds. Gather and document requirements, manage JIRA user stories, support UAT/production, provide reporting and investigative support, coordinate stakeholder meetings, and collaborate with developers and vendors to deliver and maintain portfolio management and back-office systems.

Support data governance by maintaining metadata, documenting definitions and lineage, assisting data quality monitoring, classifying data, enforcing access rules, and collaborating with stakeholders to improve data literacy and compliance.

The Director, Advisor Development will enhance CIGAM's reputation through educational programs for financial advisors, providing consulting support, creating content, and driving business growth. Responsibilities include research, workshop delivery, and strategic project management.

As a Data Analyst, you will support data migration initiatives by analyzing data structures, mapping source to target systems, and collaborating with stakeholders to document requirements and findings.

The Business Processing Associate is responsible for processing financial transactions, analyzing requests, ensuring compliance, and providing internal customer service.

The Digital Marketing Lead will manage integrated marketing initiatives including email, social media, and SEO, focusing on cross-functional collaboration and digital strategy.

The Data Analyst will analyze large datasets, collaborate with stakeholders, develop data processes, and support data-driven decision-making to improve business efficiency.

The Manager of Data Operations will lead a team to ensure the reliability and scalability of data platforms, enforce operational standards, and implement CI/CD practices. Responsibilities include monitoring data quality, incident management, and collaborating with various teams to enhance data operations.

Support senior advisors in client relationship maintenance by preparing and reviewing meeting materials, completing transaction and follow-up tasks, coordinating presentations and onboarding of new families, managing wealth management reviews and asset transfers, and producing year-end tax information and performance/portfolio reports.

The Senior Accountant will manage daily accounting operations, regulatory reporting, month-end closes, and support audits within a CIRO/OSC regulated environment.

Lead strategy and execution of integrated digital marketing initiatives (email, web, social, webinars). Manage requests, ensure compliance and SEO, measure campaign performance, improve processes, collaborate cross-functionally, and mentor co-op students.