Top Tech Jobs & Startup Jobs in Toronto

Provides accurate, timely administrative support for high-net-worth client financial and non-financial requests, including debits, credits, new accounts, estates, and transfers. Ensures compliance with internal and custodian procedures, coordinates with custodians and internal teams, resolves inquiries, escalates issues, communicates incomplete requests, and supports special projects. The role requires attention to detail, client service skills, flexibility during peak periods, and regular onsite work.

Serves as the subject matter expert and escalation point for a Client Experience processing team. Monitors queues, allocates workloads, trains administrators, analyzes financial and trade requests, verifies documentation and authorizations, communicates with advisors and third parties, reviews reconciliation and data integrity reports, maintains accurate client records, supports special projects, and participates in user acceptance testing.

Manage tax operations and compliance for Canadian investment funds, including mutual funds, ETFs, closed-end funds, and segregated funds. Coordinate tax distributions, returns, slips, year-end tax factors, CRA compliance, PFIC reporting, HST calculations, and international tax forms. Collaborate with internal teams, advisors, custodians, and service providers; support fund launches and transactions; maintain controls and documentation; and mentor junior tax staff.

Processes and records fee-related financial transactions, supports monthly fee runs, reconciles accounts, maintains fee schedules, investigates discrepancies, resolves inquiries, and coordinates with IT, vendors, and internal teams. The role also supports system improvements, compliance activities, audits, and issue escalation while ensuring accurate and timely processing within service-level agreements.

Supports trading, portfolio modeling, order entry, reconciliations, custodial and trading issue resolution, and investment operations for SMA/UMA platforms. The role collaborates with portfolio managers, investment advisors, brokers, custodians, and internal teams; supports process improvements and ad hoc projects; and provides client service to advisors and portfolio managers. Requires financial markets and asset management knowledge, strong attention to detail, problem-solving, communication, and teamwork skills.

The Business Development Manager promotes and sells investment products, retains assets, and expands market share within an assigned territory. Responsibilities include sales campaigns, lead and referral generation, account management, client support, advisor education, sales presentations, due diligence responses, territory reporting, and competitor research. The role partners with District Vice Presidents and requires strong financial-services sales knowledge, communication, organization, and relationship-management skills.

Process registered and non-registered client asset transfers into and out of CI Investment Services. Review documentation, initiate manual and automated transfers through ATON, CDS, and related depositories, research asset identifiers, follow up on aged requests, process cheques, and ensure CRA and industry compliance. Respond to internal and external inquiries, maintain service-level standards, manage residual assets, and support operational projects during deadline-driven and seasonal workloads.

Manage monthly and quarterly financial close activities across multiple entities, including journal entries, reconciliations, variance analysis, investor reporting, shareholder distributions, and complex intercompany transactions. Support acquisitions, valuations, integrations, audits, financial reporting, and accounting policy improvements. Maintain financial models, enhance reporting efficiency, and partner with Corporate Development and business leaders on transaction-related activities.

The Director of Procurement develops company-wide procurement strategy, policies, governance, and operating models. Responsibilities include strategic sourcing, vendor lifecycle management, contract and supplier oversight, third-party risk and regulatory compliance, spend visibility, performance metrics, cost optimization, and business advisory support. The role partners cross-functionally with Legal, Compliance, Risk, Privacy, Finance, and Technology, while leading procurement process improvements and supplier governance.

Leads the internal controls and ICFR program, including control testing, SOX compliance, IT process walkthroughs, audit support, risk assessments, documentation, and remediation tracking. Advises executive leadership and the Compliance Committee, manages internal control specialists and consultants, strengthens governance and processes, and provides training and recommendations. The role also oversees management testing, maintains audit evidence, supports internal and external audits, and develops Floqast to improve compliance efficiency.