Elevate your career as a Financial Fee Processing Associate at CI Financial, a leader in wealth management. This role focuses on the accuracy and management of financial transactions involving client fees.

CI seeks a detail-oriented candidate who can navigate complex fee structures with precision in this in-office position. With 1-3 years of experience in financial operations, you will work closely with internal teams to ensure timely processing and compliance with all regulations affecting financial transactions.

Key Responsibilities:
• Accurately process client fees and related adjustments
• Collaborate with IT on the monthly fee calculation
• Reconcile fee transactions for accuracy




• Ensure compliance with internal and external guidelines
• Act as a point of contact for fee inquiries and disputes

Requirements:
• Bachelor’s degree or equivalent experience in Finance
• 1-3 years in fee processing or financial operations
• Familiarity with financial systems preferred
• Robust Excel and analytical skills necessary
• Excellent communication for effective teamwork

Harness your skills in fee management to contribute to CI’s operational success while growing your career.
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📌 Financial Fee Associate at CI Financial (Ontario)
🏢 CI Financial
📍 Ontario