Asset Transfer Specialist (CDS/ATON) (Toronto)

Asset Transfer Specialist (CDS/ATON) (Toronto)

28 Oct
|
CI Financial
|
Toronto

28 Oct

CI Financial

Toronto

CI Financial is seeking a Transfer Administrator to manage both in-kind and cash transfers of client assets to and from CI Investment Services (CIIS). The role requires handling registered and non-registered transfers, ensuring CRA and regulatory documentation, and meeting tight deadlines in a fast-paced workplace.

The position emphasizes accuracy, knowledge of CDS/DTC platforms, and coordination with Trustees and internal teams.

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📌 Asset Transfer Specialist (CDS/ATON) (Toronto)
🏢 CI Financial
📍 Toronto

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