Manage client asset transfers in Toronto with CI Financial, using financial services knowledge and careful documentation in an in-office model four days weekly.
As a fixed-term Transfer Administrator, you will complete registered and non-registered transfers into and from CI Investment Services. The work covers mutual funds, stocks, bonds, money market positions, GICs, and cash. You will process manual and automated requests while meeting industry guidelines, deadlines, and service levels.
Key Responsibilities: Complete transfers between CI Investment Services and external institutions
Process documentation for registered and non-registered account transfers
Initiate or accept ATON requests within IIROC deadlines




Research security codes and coordinate asset release with settlement
Follow up on outstanding transfers and manage residual amounts
Requirements: Three or more years in a similar financial services role
High school diploma or equivalent
Understanding of mutual funds or securities basics
Proficiency with Word, Excel, Access, and Outlook
Knowledge of CDS, CDCC, NSCC, and DTC
Apply transfer administration, documentation accuracy, and securities knowledge to support CI Investment Services in Toronto.

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📌 Transfer Administrator Toronto (Ontario)
🏢 CI Financial
📍 Ontario