Financial Processing Associate - In-Office Toronto (Ottawa)

Financial Processing Associate - In-Office Toronto (Ottawa)

26 Sep
|
CI Investments
|
Ottawa

26 Sep

CI Investments

Ottawa

CI Investments Inc. is seeking a Business Processing Associate to join our Client Experience team in Toronto. You will ensure timely processing of financial transaction types, analyze trade requests deemed not in positive order, and confirm documentation is complete before processing. The role requires staying aligned with company policies, providing prompt service to internal teams, advisors, and third-party institutions, and being onsite four days per week to enable collaboration and efficiency.

📌 Financial Processing Associate - In-Office Toronto (Ottawa)
🏢 CI Investments
📍 Ottawa

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