ResponsibilitiesSupport the core trading and portfolio modeling responsibilities. Interpret and execute trade instructions from Portfolio Managers, Third Party Sub‑Advisors and Investment Advisors for CI Wealth platforms. Enter orders for stock, mutual funds, and fixed income securities. Ensure all activities, trading and analytical are completed within company and regulatory policy.Collaborate with the team, internal and external partners to identify and resolve reconciliation issues. Troubleshoot and resolve custodial and trading queries. Anticipate and avoid potential issues to mitigate risk.Engage with Investment Advisors and Portfolio Managers to support their book of business. Facilitate and triage issues related to their advisory practice on the CI Wealth Platforms.Assist with development, review, and maintenance of processes and procedures on the platforms. Manage and participate in ad‑hoc projects as needed.QualificationsBachelor degree or relevant work experience in finance or related fields.Robust attention to detail.Demonstrated problem‑solving skills.Highly effective teamwork and collaboration skills.Strong written and verbal communication skills.Strong skills working with business applications/technology,



including Microsoft Office Suite.Completion or enrollment in investment industry courses such as Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) is an asset.Work ModelThis role follows an in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.Salary and CompensationThe anticipated base salary range for this position is $42,500 to $71,000, depending on experience, skills, education, and budget. In addition to base salary, the position is eligible for participation in a bonus program.BenefitsHealth insurance coverage.Wellness programs.Life and disability insurance.Retirement savings plans.Paid leave programs.Education‑related programs.Paid holidays and vacation time.Employee savings plan (ESP).Corporate discount program.Top‑up program.Paid time off for volunteering.Training reimbursement.Paid professional designations.EEO and Accessibility StatementsCI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. Please contact [email protected] or call 416‑364‑1145 ext. 4747 if you require accommodations in any stage of the recruitment process.#J-18808-Ljbffr

📌 Uma Associate - $42,500 - $71,000 A Year (Winnipeg)
🏢 CI Financial
📍 Winnipeg