Teams at CI Financial

The Tax Manager oversees Canadian corporate income tax compliance, tax accounting, tax provisions, transfer pricing documentation, audits, and indirect tax filings. The role prepares and reviews federal and provincial returns, manages tax installments, supports GST/HST, QST, and PST compliance, and conducts technical research. Responsibilities include partnering with finance, accounting, legal, and treasury teams, maintaining tax balance sheets, supporting financial disclosures, and contributing to tax planning and special projects.

Leads daily performance and modernization of Canadian individual life insurance operations. Responsibilities include developing the future operating model, improving case progression and carrier advocacy, building operational intelligence, defining technology and data requirements, enhancing advisor service, and leading an established team through sustained change while maintaining service quality and operational results.

Designs end-to-end data solutions spanning ingestion, transformation, storage, modeling, and delivery for BI, analytics, AI/ML, and external consumers. Creates data flow diagrams and models, guides architectural and technology decisions, and collaborates with engineering, analytics, AI, governance, and business teams. Ensures solutions are scalable, secure, well-documented, performant, and compliant with financial-services governance and regulatory requirements using AWS, Snowflake, dbt, Alation, and Tableau Data Catalogs.