Manager, Finance (Wealth)

CI Financial; Toronto; On-site; CAD 95,000 - 126,000; Full time

Benefits offered by this job

Modern HQ location near 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

Job summary

CI Financial in Toronto is seeking a high-performing accountant 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.

Qualifications

• 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 complex models and large datasets.
• Experience in wealth/asset management or financial services.
• Exposure to acquisitions, valuations, or transaction accounting.
• Experience supporting audits and IFRS reporting.

Responsibilities

• Own key aspects of the monthly close process and intercompany transactions.
• Support acquisition-related valuation activities and investor reporting.
• Prepare shareholder distributions calculations and governance schedules.
• Maintain financial models and supporting schedules for reporting.
• Partner with Corporate Development to support acquisitions and integration.
• Calculate share issuance and repurchase amounts for acquisitions/rollovers.
• Support internal and external audits and improve accounting controls.
• Identify efficiency improvements in reporting and automation.

Skills

Strong communicator

Advanced Excel

Financial modeling

Deadline driven

Strategic mindset

Education

CPA designation (in progress preferred)

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.

This opportunity is for an existing vacancy with the company. 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. 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.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

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.