At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are currently seeking a Private Client Operations Specialist to join our CIIS Reconciliation team. In this role, the successful candidate is expected to provide prompt and courteous service to our internal and external partners, which includes our custodians, Investment Counselors, and their Assistants. Primary duties include providing reconciliation support on all Financial and Non-Financial transactions for our private client accounts. Main areas of responsibility include:



daily reconciliation of cash, assets and book values between our internal systems and our custodians, providing analytical support and resolution on ad hoc reconciliation issues, identifying workflow inefficiencies and participate in enhancement projects as required. Our team takes outstanding pride in providing high quality work and service for our high-net-worth clientele under the CI Assante Private Client and CI Private Wealth platforms. WHAT YOU WILL DO Ensure daily financial/non-financial requests and integrity reports are acted upon in a timely manner and with exceptional accuracy. Duties may include: reconciling

📌 Private Client Operations Specialist (Toronto)
🏢 CI Financial
📍 Toronto