Join the CI Financial team as a Financial Operations Associate, focusing on innovative fee-based solutions in a collaborative office setting. This is a unique chance to grow your financial expertise.

In this role, you will play a pivotal part in the operations of fee-based accounts and advisor compensation processes, ensuring both accuracy and efficiency. Ideal for candidates with a detail-oriented mindset and analytical skills, this position offers exposure to various operational activities in wealth management. Collaborate effectively with diverse teams to enhance operations.

Key Responsibilities:



• Manage all aspects of fee-based account fees and reporting • Reconcile Unified Managed Accounts and Client Administration Fees • Implement and monitor operational controls for compliance • Handle advisor inquiries via the Wealth Platform • Assist in preparing and analyzing operational reports

Requirements: • Bachelor’s degree in a related field, such as Finance • 1-3 years of relevant experience in financial operations • Familiarity with Power BI for reporting • Robust analytical and detail-oriented skill set • Ability to navigate fast-paced environments and meet deadlines

Embrace this opportunity with CI, where your contributions lead to meaningful impact in financial operations. #J-18808-Ljbffr

📌 Financial Operations Associate Opportunity (Winnipeg)
🏢 CI Financial
📍 Winnipeg