The Analyst, Institutional Operations role involves cash and asset reconciliation, client onboarding support, ad-hoc reporting, and collaboration with internal teams to enhance operational 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.

This role involves delivering data-driven insights for investment decisions, managing large datasets, automating analytics, and collaborating with various teams to enhance investment performance.

The Account Administrator will process operational requests for the Client Experience team, supporting Account Management and back-office tasks while ensuring timely completion of responsibilities in a fast-paced environment.

As an RPA Developer, you will develop automation processes, mentor junior staff, conduct code reviews, support production bots, and promote best practices.

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

The Lead Data Support Analyst will oversee data workflows, troubleshoot data issues, lead a team, and maintain data health across reporting systems.

The Private Client Services Coordinator serves as the main contact for investment counselors and clients, facilitating account issues, trade requests, and maintaining client relationships in a high-paced environment.

The Director of Data Governance & Strategy leads the development and implementation of data governance frameworks, ensuring data integrity, compliance, and strategic asset management across CI Global Asset Management.

The Private Client Administration Associate provides administrative support to high net worth clients, ensuring accurate and timely handling of financial requests and compliance with procedures while maintaining strong relationships with custodians and internal departments.

The Internal Wholesaler will engage in sales campaigns, account management, client interactions, and support the sales team in various tasks.

Lead indirect tax governance for Canadian subsidiaries, ensuring compliance with tax laws, overseeing tax filings, and managing audits while collaborating with internal teams.

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.

Provide operational and emergency support for Windows infrastructure across on‑prem, cloud, and hybrid environments. Deploy and manage Windows EC2 on AWS using IaC, maintain storage, backups, hypervisors, monitoring, patching, and Active Directory. Automate recurring tasks, maintain documentation, participate in post‑mortems, on‑call rotation, and support solution architecture for new services.

The Data Engineer will develop and maintain applications for tax reporting, modernize data systems, and ensure data integrity while collaborating with various teams.

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

The Trade Support Analyst handles mutual fund trading, processes trades, resolves inquiries, and collaborates with internal teams to ensure accuracy and efficiency in trade-related activities.

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.