The Programmer Analyst will work with the IT Client Reporting team to develop, modernize, and maintain client-facing statements and tax processes. Responsibilities include designing system solutions, collaborating with stakeholders, and documenting new systems.

The Business Development Manager is responsible for sales, asset retention, and brand promotion of CI Global Asset Management's investment products. This role includes educating and motivating financial advisers, generating leads, performing account management, and developing sales strategies to enhance market share.

The Business Development Manager is responsible for sales and asset retention at CI Global Asset Management. Key duties include performing sales campaigns, managing customer accounts, providing product information, and developing sales materials while collaborating with District Vice Presidents and engaging with financial advisers.

The Document Management Centre Associate at CI Financial will organize and maintain financial documents, ensure compliance with regulations, and facilitate document retrieval for internal and external stakeholders. Responsibilities also include digitalizing documents, quality control audits, and collaborating with other departments. The role emphasizes training new staff and seeking continuous improvements.

The Business Development Manager at CI is responsible for promoting investment products, managing client relationships, building partnerships with financial advisers, and driving sales growth. The role requires proactive outreach, account management, and collaboration with district vice presidents to enhance market share and provide exceptional client service.

The End User Services Engineer is responsible for implementing and operating end-user technologies at CI Financial, optimizing Microsoft 365 environments, leading discussions for service improvement, managing projects, and providing engineering support for various collaboration technologies while ensuring adherence to company policies.

The Manager of Transfer In will lead the Transfer Operations teams, ensuring high service standards and compliance with regulations. Responsibilities include team management, addressing escalations, training staff, and overseeing the implementation of new technology solutions to improve efficiency.

The Team Leader, Settlements & Reconciliations oversees a team responsible for daily settlements, ensuring the integrity of records and operational controls. This role includes resolving discrepancies, improving processes, tracking KPIs, and fostering a culture of accountability and operational excellence.

The Bilingual Wealth Planning Analyst will support financial advisors by preparing financial assessments, wealth plans, and conducting research for various financial matters. The role requires analyzing client information and creating deliverables while ensuring consistent application of financial concepts using specialized software.

The Account Administration Associate will provide administrative support by handling financial and non-financial requests, ensuring compliance with company policies, and maintaining exceptional accuracy. Responsibilities include processing new account requests, resolving inquiries, and assisting with special projects. Candidates should have strong analytical skills, attention to detail, and the ability to work under pressure.

The Senior Reconciliation Analyst will oversee daily reconciliation processes to ensure integrity in financial operations. Responsibilities include reconciling cash and asset accounts, resolving discrepancies, managing control frameworks, and supporting the implementation of new reconciliation platforms. The role requires collaboration with stakeholders and reporting on performance metrics.

The Associate will work with the Corporate Finance team to coordinate Canadian Wealth Management acquisition initiatives, track progress, prepare financial documents, and provide analytical support while collaborating with different functional groups.

The Tax Manager will manage and coordinate tax compliance and provisions for global and Canadian subsidiaries. Responsibilities include preparing and reviewing tax returns, managing tax audits, conducting technical research, and overseeing quarterly and annual tax provision calculations. The role also focuses on maintaining documentation for transfer pricing studies and ensuring timely tax filings.

The ETF Analyst will support ETF sales by collaborating with sales teams, providing analytical insights, creating marketing materials, and assisting with ETF product strategy. Responsibilities include responding to inquiries, meeting with stakeholders, and conducting research and reporting.

The Manager of PC Admin & Quality Assurance will oversee daily team operations, ensuring tasks are timely, high quality, and compliant with policies. Responsibilities include managing resources, resolving escalated issues, coaching staff, keeping up with industry updates, developing procedures, and participating in project initiatives to enhance client services.

As a Financial Operations Processing Associate, you'll manage and process financial transactions, especially focusing on fees. You'll work on maintaining compliance, reconciling transactions, collaborating with IT, and supporting audits, all while ensuring efficient processing and resolution of fee-related inquiries.

The Business Systems Analyst II at CI Financial will gather and document business requirements, serve as a liaison between IT and business stakeholders, conduct gap analyses, provide project support, and collaborate with quality assurance for user acceptance testing. The role requires strong analytical and communication skills, particularly in the financial services industry.

The Supervisor will oversee the operations of the Private Client Service team, leading and developing a team to meet service standards and organizational goals. Responsibilities include managing service levels, coaching staff, handling escalated inquiries, performance assessments, and collaborating with other business units.

The Senior Data Engineer will design and maintain data pipelines, ensuring data transformation and accessibility for analytics and reporting. Responsibilities include collaborating with teams to gather requirements, developing scalable architectures, managing ETL processes, and mentoring junior team members.

The Associate at Corient Investments will support the Senior Portfolio Management Team by developing a thorough understanding of taxable fixed income investments, executing trades, administering portfolios, analyzing financial markets, and utilizing risk analysis software. The role requires strong analytical skills, and involvement in portfolio management strategies.