Trade Support Analyst

CI Financial; Toronto; Sur place; CAD 43 000 - 71 000; Plein temps

Avantages offerts par ce poste

Modern HQ location

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up

Paid time off for Volunteering

Résumé du poste

CI Financial invites applications for a Trade Support Analyst in Toronto. The role supports the mutual fund trade desk, processing trades, handling rejections, and assisting with corrections and LOIs.

You will interact with internal teams to resolve issues and respond to client inquiries while maintaining high service standards. The role requires 1–2 years in financial services, with Excel/Power BI proficiency and familiarity with Fundserv/CANNEX assets.

Qualifications

• 1–2 years experience in the financial industry, preferably mutual funds

Responsabilités

• Processing of mutual fund trades files and follow up on rejected trades
• Handling of transaction corrections and LOI preparation
• Resolving trade-related inquiries promptly and professionally
• Collaborating with internal teams to resolve trade-related issues
• Other duties and ad hoc projects as required

Connaissances

Mutual funds exp

Attention to detail

Communication

Team player

Prioritization

Formation

CSC course

Outils

Excel

Power BI

Python

SQL

VBA

Fundserv

CANNEX

Description du poste

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.

The CI Investment Services Inc (CIIS) Trade Support Analyst is responsible for the handling of mutual fund trading for the CIIS trade desk. Reporting to the VP, Trading, the Trade Support Analyst is responsible for supporting trade desk daily activities including the allocation of trades, handling mutual fund rejections and handling of client inquiries.

WHAT YOU WILL DO

• Processing of mutual fund trades files and follow up on rejected trades
• Handling of transaction corrections and preparation of LOI’s when required
• Resolving trade related inquiries in a prompt, courteous and professional manner
• Communicate and collaborate with internal teams to resolve trade related issues
• Other duties and ad hoc projects relevant to the position shall be assigned as required

WHAT YOU WILL BRING

• 1-2 years experience in the financial industry, preferably experience with mutual funds
• CSC course considered an asset
• Proficiency with Excel and Power BI.
• Experience with Python, SQL and VBA would be an asset
• Experience using Fundserv and CANNEX would be an asset
• Proven analytical and investigative skills with attention to detail.
• Excellent customer service skills, conflict resolution skills, written and verbal communication skills.
• Ability to prioritize and multi-task in a fast-paced environment.
• Self motivated but with desire to work as part of a highly cohesive team.

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.

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. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking "Apply". Only qualified candidates selected for an interview will be contacted. 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.