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 Business Processing Associate to join our Client Experience team. In this role, the successful candidate will be responsible for ensuring the timely and accurate processing of various financial transaction types, for analyzing trade requests deemed “not in valuable order” and for incorporating the necessary steps to ensure all information and documentation is received in good order for processing.

This role will be based in Toronto, with a requirement of being in the office four days a week. Conduct adequate analysis of all new financial/transactional request types Ensure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requests Handle set ups and/or modifications to existing/ongoing systematic transactions in accounts Communicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as required Review daily reconciliation and data integrity reports as assigned Assist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the department Participate in User Acceptance Testing when required Minimum 1+ years of experience in an administrative position or Operations back-office environment High school diploma is the minimum requirement Post-Secondary education (preferably with a focus in Business or Accounting)



or equivalent related business experience in the financial services industry is an asset Understanding of investing fundamentals and/or Mutual Funds is considered an asset Completion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an asset Strong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an asset Prior data entry/financial transaction processing experience Extensive knowledge of industry back-office or Operations practices This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs. In addition to base salary, this position is eligible for participation in a bonus program.

In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. Training Reimbursement Corporate Discount Program Parental Leave Top–up program We are focused on building a diverse and inclusive workforce. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.

📌 Business associates Business associates (Toronto)
🏢 CI Financial
📍 Toronto