IFM Associate

CI Financial; Toronto; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Health insurance coverage

Retirement savings plans

Paid holidays and vacation time

Education-related programs

Training reimbursement

Professional designations paid

Employee discounts

Job summary

CI Financial Corp. in Toronto is hiring a full-time IFM Associate to join the IFM team.

The role exposes you to front, middle, and back-office operations within dealer services and involves supporting the fund operations team with audits, money movements, and pricing reviews. Reporting to the Director of Investment Funds Management, you will help develop the IFM and UMA platforms and liaise with third-party providers, advisors, and portfolio managers, while ensuring timely inquiries are

Qualifications

• 1–2 years of experience in the investment industry or related field.
• Proficiency in Excel.
• Excellent organization and communication skills.
• Initiative and ability to work independently within an overarching team structure.
• Critical thinking and sound judgement.
• Open mind with a desire to learn and drive business results.
• Completion of the Canadian Securities Course (CSC) is an asset.

Responsibilities

• Manage money moves related to fund custody accounts.
• Handle trade cancellations, corrections and backdates.
• Review and reconcile daily, weekly, and monthly fund prices from the external administrator.
• Assist with quarterly compliance reporting and reviews.
• Manage fund audits and regulatory filings for IIROC and the OSC.
• Acquire a thorough understanding of Dealer operations to contribute across platforms.
• Provide reporting to various team members and units.
• Liaise with third-party fund managers, service providers, advisors and portfolio managers.

Skills

Excel

Communication

Organization

Independence

Critical thinking

Learning mindset

CSC (asset)

Education

Canadian Securities Course (CSC)

Job description

Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés dans leurs efforts.

We are currently hiring for a full–time IFM Associate to join the IFM team in Toronto. In this dynamic role, the successful candidate will be exposed, and provide service, to many functional areas of the dealer’s front, middle and back-office operations. Key responsibilities include supporting the fund operations team with audit, money moves, pricing reviews in addition to other day-to-day duties as assigned and manage Dealer relationships.

Reporting directly to our Director of Investment Funds Management (IFM), the successful candidate will assist in the development of the IFM and UMA (Unified Managed Account) platform and act as a liaison with third party service providers and Aligned Capital Partner advisors and portfolio managers.

What You Will Do

• Manage money moves related to fund custody accounts
• Handle trade cancellations, corrections and backdates
• Review and reconcile daily, weekly, and monthly fund prices provided by our third-party fund administrator
• Assist with quarterly compliance reporting and reviews
• Manage fund audits and regulatory filings for IIROC and the OSC
• Acquire a thorough understanding of the many functional areas of Dealer operations, with the goal of being an active member in evolving internal platforms
• Provide reporting to various team members and functional units within the organization
• Liaise with third-party fund managers, service providers and internal teams, advisors, and portfolio managers
• Own and action inquiries in a timely manner

You Will Bring

• 1-2 years of experience in the investment industry or related field
• Proficiency in Excel
• Excellent organization and communication skills
• Initiative and the ability to work independently within an overarching team structure
• Critical thinking and sound judgement
• An open mind with a desire to learn and drive business results
• Completion of the Canadian Securities Course (CSC) is an asset

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. The anticipated base salary range for this position is $42,500 to $71,000. 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.

Financière CI est une société indépendante offrant des services de conseil en gestion de patrimoine et en gestion d’actifs à l’échelle mondiale par le biais de diverses sociétés de services financiers. Depuis 1965, nous anticipons les besoins changeants des investisseurs et y répondons de manière fiable. Nous sommes animés par la volonté d’offrir aux particuliers et aux institutions des investissements et des conseils de la plus haute qualité. Notre engagement à fournir les niveaux de rendement les plus élevés signifie que, peu importe leur poste, les employés de CI doivent être à l’aise dans un environnement trépidant qui les poussera à exploiter tout leur potentiel. Les employés qui font preuve d’un degré d’ambition élevé, d’une volonté de faire preuve de curiosité intellectuelle pour apprendre en permanence et d’une disposition à se dépasser s’épanouissent chez CI.

Un environnement propice à la réussite

Nous offrons un environnement de travail en présentiel, des avantages sociaux concurrentiels et un milieu de travail bienveillant, afin de permettre à nos employés de s’épanouir tant sur le plan personnel que professionnel.

CE QUE NOUS OFFRONS

• Siège social moderne situé à distance de marche d’Union Station
• Remboursement de la formation
• Désignations professionnelles payées
• Régime d’épargne des employés (REE)
• Programme de rabais d’entreprise
• Avantages sociaux collectifs améliorés
• Programme de complément de congé parental
• Congés payés pour activités bénévoles

Nous nous concentrons sur la création d’une main-d’œuvre diversifiée et inclusive. Si vous êtes enthousiaste à l’idée de ce poste et que vous n’êtes pas certain de répondre à toutes les exigences de qualification, nous vous encourageons à postuler pour en apprendre davantage sur l’occasion.

Nous ne communiquerons qu’avec les candidats sélectionnés pour une entrevue.

CI Financial Corp. et toutes ses sociétés affiliées (« CI ») offrent un environnement de travail équitable et accessible. CI s’engage à prendre en compte les besoins d’accommodement pour les personnes handicapées. Si vous avez besoin de mesures d’adaptation pour postuler une offre d’emploi, ou si vous avez besoin que cette offre soit publiée dans un autre format, ou si ce besoin se fait sentir à toute autre étape du processus de recrutement, communiquez avec nous à l’adresse [e-mail], ou appelez le 416 364-1145, poste 4747.