Business Processing Associate

CI Investments Inc.; Golden Horseshoe; On-site; CAD 34,000 - 59,000; Full time

Benefits offered by this job

Modern HQ location within walking dist

Training Reimbursement

Paid Professional Designations

Employee Savings Plan

Corporate Discount Program

Enhanced group benefits

Parental Leave

Top-up program

Paid time off for Volunteering

Job summary

CI Investments Inc. is seeking a Business Processing Associate to join our Client Experience team in Toronto. You will ensure timely processing of financial transaction types, analyze trade requests deemed not in good order, and confirm documentation is complete before processing.

The role requires staying aligned with company policies, providing prompt service to internal teams, advisors, and third-party institutions, and being onsite four days per week to enable collaboration and efficiency.

Qualifications

• Minimum 1+ years of experience in an administrative position or Operations back-office environment.
• High school diploma is the minimum requirement.
• Post-Secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an asset.
• Ability to work well under pressure and within time constraints.
• Excellent analytical and problem-solving skills.
• Excellent written and verbal communications skills.
• Keen attention to detail.
• Understanding of investing fundamentals and/or Mutual Funds is considered an asset.
• Completion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an asset.
• Strong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an asset.
• Prior data entry/financial transaction processing experience.
• Extensive knowledge of industry back-office or Operations practices.

Responsibilities

• Conduct adequate analysis of all new financial/transactional request types.
• Analyze and interpret trade requests to make sound decisions to action the request accordingly.
• Ensure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requests.
• Handle set ups and/or modifications to existing/ongoing systematic transactions in accounts.
• Communicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as required.
• Review daily reconciliation and data integrity reports as assigned.
• Handle routine cleanup reports to ensure all client information is accurately reflected in our records.
• Assist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the department.
• Participate in User Acceptance Testing when required.

Skills

Administrative experience

Analytical skills

Problem-solving

Written and verbal communications

Attention to detail

Ability to work under pressure

Investing fundamentals knowledge

Education

High school diploma

Post-secondary education in Business or Accounting

CSC or IFIC Mutual Funds course (asset)

Job description

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 Business Processing Associate to join our Client Experience team. In this role, the successful candidate will be responsible for ensuring the timely and accurate processing of various financial transaction types, for analyzing trade requests deemed “not in good order” and for incorporating the necessary steps to ensure all information and documentation is received in good order for processing. The incumbent is also responsible for providing prompt and courteous service to internal teams, to our advisors and/or to third-party institutions depending on the assigned task. This role will be based in Toronto, with a requirement of being in the office four days a week.

WHAT YOU WILL DO

• Conduct adequate analysis of all new financial/transactional request types
• Analyze and interpret trade requests to make sound decisions to action the request accordingly
• Ensure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requests
• Handle set ups and/or modifications to existing/ongoing systematic transactions in accounts
• Communicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as required
• Review daily reconciliation and data integrity reports as assigned
• Handle routine cleanup reports to ensure all client information is accurately reflected in our records
• Assist with special projects during peak periods as assigned, and contribute to ongoing initiatives undertaken by the department
• Participate in User Acceptance Testing when required

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs. This opportunity is for an existing vacancy with the company.

WHAT YOU WILL BRING

• Minimum 1+ years of experience in an administrative position or Operations back‑office environment
• High school diploma is the minimum requirement
• Post‑Secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an asset
• Ability to work well under pressure and within time constraints
• Excellent analytical and problem‑solving skills
• Excellent written and verbal communications skills
• Keen attention to detail
• Understanding of investing fundamentals and/or Mutual Funds is considered an asset
• Completion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an asset
• Strong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an asset
• Prior data entry/financial transaction processing experience
• Extensive knowledge of industry back‑office or Operations practices

The anticipated base salary range for this position is $34,320 to $58,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is 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. Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. 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. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave
• Top‑up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce.

CI Financial Corp. 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 [e-mail], or call 416-364-1145 ext. 4747.

CI Financial is an independent company offering global wealth management and asset management advisory services. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest‑quality investments and advice.