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 Senior Business Processing Associate to join our Client Experience team. The individual will monitor the team queue and to ensure all items are processed within their SLA and escalating when there is any risk of falling behind. WHAT YOU WILL DOBe the main point of contact for assigned Client Experience team for processing tasksMonitor team queue to ensure workload is assigned efficiently across administratorsAssist in the training of various queues to internal team membersConduct adequate analysis of all new financial/transactional request typesAssist the team in analyzing and interpreting trade requests to make sound decisions to action the request accordinglyEnsure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requestsCommunicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as requiredReview daily reconciliation and data integrity reports as assignedHandle routine cleanup reports to ensure all client information is accurately reflected in our recordsAssist with special projects during peak periods as assigned,



and contribute to ongoing initiatives undertaken by the departmentParticipate in User Acceptance Testing when requiredWHAT YOU WILL BRINGMinimum 3+ years of experience in an administrative position or Operations back-office environmentHigh school diploma is the minimum requirementPost-Secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an assetAbility to work well under pressure and within time constraintsExcellent analytical and problem-solving skillsExcellent written and verbal communications skillsKeen attention to detailUnderstanding of investing fundamentals and/or Mutual Funds is considered an assetCompletion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an assetStrong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an assetPrior data entry/financial transaction processing experienceExtensive knowledge of industry back-office or Operations practicesWORKING CONDITIONSRoutine office environmentOvertime as requiredThis 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 may be 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. A Supportive Environment for SuccessWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.WHAT WE OFFERModern HQ location within walking distance from Union StationTraining ReimbursementPaid Skilled DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top-up programPaid time off for VolunteeringWe 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.

📌 Senior Business Processing Associate (Toronto)
🏢 CI Financial
📍 Toronto