Become a part of CI's financial team as a Financial Operations Associate. This in-office position emphasizes operational excellence, fee administration, and data analysis.

As a Financial Operations Associate, you’ll be integral in managing operations related to fee administration and regulatory compliance. This role suits motivated individuals eager to contribute to continuous process improvement while gaining expertise in the wealth management sector. You will collaborate with various internal teams to drive operational success.

Key Responsibilities:
• Oversee fee-based account fees from onboarding to billing
• Reconcile fees for Unified Managed Accounts and Client Administration Fees
• Monitor key audit and operational controls for compliance




• Investigate advisor tickets alongside service level agreements
• Utilize Power BI for enhanced data reporting and insights

Requirements:
• Bachelor’s degree in Finance, Accounting, or Business Administration
• 1-3 years of experience in financial services operations
• Strong attention to detail and organizational skills
• Advanced capabilities in Microsoft Excel
• Effective communication skills and teamwork mindset

Leverage your skills in a supportive workplace at CI, where growth and innovation thrive.
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📌 CI Financial Operations Professional Role (Ontario)
🏢 CI Financial
📍 Ontario