Jobs at CI Financial

The Senior Business Systems Analyst will gather and document business requirements, engage stakeholders, support testing, and mentor junior analysts while ensuring quality implementations of technology solutions in wealth management.

The VP, Fund Taxation leads CI Financial's fund taxation strategy, ensuring compliance, optimizing performance, overseeing tax distributions, and collaborating cross-functionally to enhance tax-related processes.

Manage end-to-end tax reporting processes: format and reconcile large data sets, create tax shells, enter and QC tax factors, generate year-end and estate tax slips, perform batch closing and XML filing to CRA/MRQ, support acceptance testing and process controls, and coordinate between business units, IT, and end users to ensure timely, accurate deliverables.

Support daily HR operations including onboarding/offboarding, employee record-keeping in Workday, benefits administration, payroll data submissions, HRIS improvements, employee inquiries, compliance checks, and general administrative support for HR initiatives and events.

The Business Development Manager is responsible for sales, brand promotion, and client engagement, working closely with financial professionals to drive market share for CI GAM products.

The Director, Fund Taxation oversees fund tax operations, ensuring compliance with tax regulations, preparing tax-related documentation, and coordinating with cross-functional teams for optimal tax management. This role also involves mentoring junior staff and liaising with external advisors.

The Manager of Reconciliation oversees daily reconciliation processes, manages a team, ensures operational accuracy, and supports platform implementation and optimization.

The Internal Auditor will enhance CI Financial's control environment by executing audits, assessing risks, and recommending improvements to internal controls across business processes.

Design and optimize scalable data pipelines, develop reusable frameworks, troubleshoot production issues, and enforce data engineering standards while collaborating with stakeholders.

The Data Steward ensures data governance and quality by managing metadata, supporting data quality initiatives, and collaborating with stakeholders to document data lineage and manage access controls.

The Senior Data Engineer will design and maintain scalable data pipelines, collaborate with stakeholders, and ensure data governance and quality. Responsibilities include project ownership, mentoring juniors, and implementing data solutions across platforms.

The role involves delivering data-driven insights for investment decisions, managing complex data sets, reporting, and automating analytics processes.

The Full Stack Developer designs and develops web-based applications for investment management, working on both front-end and back-end systems. They also collaborate with business analysts and support the software development lifecycle including testing and deployment.

Support Trading and Operations by reviewing and approving trading/operational corrections, liaising with advisors and back office, tracking pro-statements, reporting, documenting process improvements, and resolving inquiries promptly.

The Data Engineer will design, develop, and maintain data pipelines, transform data, and support analytics for investment and client reporting in a cloud environment.

Support Accounts Payable by processing high volumes of vendor invoices and payments, manage hard/soft dollar vendors, resolve vendor and partner issues, assist payment processing in Workday, review employee expenses in Concur, monitor AP mailboxes, and support related projects and reporting.

Lead digital experience strategy and delivery across web and mobile using Adobe Experience Cloud. Partner with cross-functional teams and agencies to translate requirements, manage projects and vendors, establish governance and accessibility standards, leverage analytics for personalization, and optimize customer journeys to drive lead generation and business growth.

Provide accurate, timely administrative support for high-net-worth client requests across debits/credits, new accounts, estates, and transfers. Ensure compliance with internal and custodian procedures, build custodian/internal relationships, resolve inquiries, escalate issues, assist on special projects, and work overtime during peak periods.

The Data Operations Specialist will manage data operations, ensuring quality data services and compliance, while optimizing data workflows and conducting audits.

Provide high-quality client support to financial advisors by handling process-related matters, troubleshooting operational/account issues, processing dealer-related financial transactions, escalating and tracking client issues, and collaborating across teams to ensure seamless daily operations.