Manager, Finance (Wealth)

CI Investments Inc.; Golden Horseshoe; On-site; CAD 95,000 - 126,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Many others

Job summary

CI Investments Inc. is seeking a high-performing accountant to strengthen the monthly close process and support acquisition activity, investor reporting, and governance. You will own intercompany transactions and collaborate across Finance, Corporate Development, HR, and Operations.

The role emphasizes IFRS reporting, complex financial models, and partnering with business leaders to drive efficiency in a fast-paced environment.

Qualifications

• CPA designation completed or nearing completion preferred.
• Strong technical accounting and financial reporting foundation.
• Advanced Excel and analytical skills with complex models.

Responsibilities

• Prepare and review monthly journal entries, reconciliations, and working papers across multiple legal entities.
• Lead month-end and quarter-end close processes ensuring accuracy and timeliness.
• Analyze financial results, investigate variances, and provide insights to management.
• Prepare quarterly investor reporting packages including share price calculations and distributions.
• Maintain financial models and schedules used for shareholder reporting and governance.
• Partner with Corporate Development to support acquisition, valuation, and integration.
• Calculate and validate share issuance and repurchase amounts for acquisitions/rollovers.
• Support audits and contribute to improving accounting policies and controls.
• Identify opportunities to improve efficiency, automation, and reporting.

Skills

CPA designation

Financial reporting

Excel advanced

Analytical skills

Stakeholder communication

Time management

Education

CPA designation in progress

Tools

Excel

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. This role is ideal for a high-performing accountant who wants to build on a strong financial reporting foundation while gaining exposure to acquisition activity, shareholder economics, complex intercompany structures, and strategic business initiatives. You will own key aspects of the monthly close process, manage complex intercompany transactions, support acquisition-related valuation activities, and prepare investor reporting and shareholder distribution calculations. The role offers significant visibility across Finance, Corporate Development, HR, and Operations, providing an excellent opportunity to broaden your experience and accelerate your career.

WHAT YOU WILL DO:

• Prepare and review monthly journal entries, account reconciliations, and supporting working papers across multiple legal entities.
• Lead key aspects of the month-end and quarter-end close process, ensuring financial results are accurate, complete, and delivered on time.
• Analyze financial results, investigate variances, and provide meaningful insights to management.
• Prepare quarterly investor reporting packages, including share price calculations, distributions, and other shareholder-related metrics.
• Maintain financial models and supporting schedules used for shareholder reporting and governance purposes.
• Partner with Corporate Development and business leaders to support acquisition, valuation, and integration activities.
• Calculate and validate share issuance and repurchase amounts related to acquisition and rollover transactions.
• Support internal and external audits and contribute to the ongoing enhancement of accounting policies, controls, and processes.
• Identify and implement opportunities to improve efficiency, automation, and reporting effectiveness.

WHAT YOU WILL BRING:

• CPA designation completed or nearing completion preferred.
• 3-6 years of progressive accounting, finance, or public accounting experience.
• Strong technical accounting and financial reporting foundation.
• Advanced Excel and analytical skills, with the ability to work with complex financial models and large datasets.
• Proven ability to manage competing priorities, exercise sound judgment, and consistently meet deadlines.
• Experience within wealth management, asset management, investment management, private equity, or other financial services organizations.
• Exposure to acquisitions, valuations, corporate transactions, or transaction-related accounting.
• Experience supporting audits, regulatory reviews, and IFRS financial reporting.
• Naturally curious and interested in understanding the economics behind business and investment transactions.
• Seeks exposure beyond traditional accounting and enjoys partnering with stakeholders across the business.
• Takes ownership, demonstrates initiative, and is comfortable working in a fast-paced environment.
• Strong communicator with the ability to translate financial information into meaningful business insights.
• Ambitious, career-driven, and motivated to take on increasing levels of responsibility.

This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs.

The anticipated base salary range for this position is $95,000 to $125,500. 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.

• health insurance coverage
• wellness programs
• life and disability insurance
• retirement savings plans
• paid leave programs
• education-related programs
• paid holidays and vacation time
• many others

Many of these benefits are subsidized or fully paid for by the company.

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 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.

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.