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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.