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Added 2 days ago
CI
Associate, Private & Alternative Asset Operations (12-month contract)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
As an Associate, Private & Alternative Asset Operations, on a 12-month contract, you will play a key role in ensuring the accurate and efficient execution, servicing, and reporting of…
Added 4 days ago
RD
Associate
RBC Dominion Securities
Kamloops, BC
- Full-time
The RBC Dominion Securities Kamloops branch is currently seeking a licensed Associate to assist an established Private Investment Management (PIM) team. The successful candidate will…
Added 4 days ago
RD
Associate
RBC Dominion Securities
BC · West Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in West Vancouver, is looking for an Associate to provide administrative support to a successful Advisory Team.
Added 4 days ago
MF
Associate, Client Services
Municipal Finance Authority of British Columbia
Victoria, BC
- Full-time
Experience in banking, with an understanding of account signatory and payment settlement processes would be an asset.
Added 4 days ago
RB
Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
The RBC Dominion Securities Kamloops branch is currently seeking a licensed Associate to assist an established Private Investment Management (PIM) team. The successful candidate will…
Added 4 days ago
RB
Associate
Royal Bank of Canada
West Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in West Vancouver, is looking for an Associate to provide administrative support to a successful Advisory Team.
Added 4 days ago
R
Associate
RBC
Kamloops, BC
- Full-time
The RBC Dominion Securities Kamloops branch is currently seeking a licensed Associate to assist an established Private Investment Management (PIM) team. The successful candidate will…
Added 4 days ago
R
Associate
RBC
BC
- Full-time
The RBC Dominion Securities branch located in West Vancouver, is looking for an Associate to provide administrative support to a successful Advisory Team.
Added 8 days ago
SC
Student Services Associate (Temporary)
Sheridan College
ON · Ontario, Canada
- Temporary
Reporting to the Manager, Service Excellence, the Student Service Associate (SSA) serves as the initial point of contact for Sheridan community members, including prospective students,…
Added 8 days ago
SC
Student Services Associate
Sheridan College
Brampton, ON
- Full-time
Reporting to the Manager, Service Excellence, the Student Service Associate (SSA) serves as the initial point of contact for Sheridan community members, including prospective students,…
Added 8 days ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
…individual to join our leading wealth management firm as an Associate for a high-performing, fast paced portfolio advisory…
Added 8 days ago
NB
Associate Director or Director
National Bank of Canada
Montreal, QC
- Full-time
A career as an Associate Director or Director, Business Integrator on the New Products and Activities team at National Bank of Canada Capital Markets means acting as a strategic partner in…
Added 9 days ago
R
Associate
RBC
Vancouver, BC
- Full-time
…individual to join our leading wealth management firm as an Associate for a high-performing, fast paced portfolio advisory…
Added 9 days ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…individual to join our leading wealth management firm as an Associate for a high-performing, fast paced portfolio advisory…
Added 9 days ago
Trust Accounting & Settlement Technician (Student Position)
The Canada Life Assurance Company
London, ON
Reporting to the Associate Manager, IPC Wealth Trust & Settlement, you'll support a team responsible for the settlement of investment transactions and the reconciliation of client trust…
Added 11 days ago
CA
Extended Back Office Associate
Crédit Agricole CIB
Montreal, QC
- Full-time
Settlement of equities transactions, buy and sell, repo and securities lending/borrowing activities.
Added 12 days ago
CF
Financial Operations Processing Associate
CI Financial
Toronto, ON
- Full-time
We are currently seeking a Financial Operations Fee Processing Associate. In this role, the successful candidate is expected to play a key role in supporting the day-to-day operations of…
Added 12 days ago
CF
Associate, Estate (Fixed Term)
CI Financial
Toronto, ON
- Full-time
We are currently seeking an Associate, Estate to join our team at CI Investment Services Inc. This position will be responsible for various administration and processing activities for…
Added 14 days ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Marine Gateway (South Vancouver), is seeking a bilingual (Mandarin) Associate to support a fast-growing advisory team.
Added 14 days ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Marine Gateway (South Vancouver), is seeking a bilingual (Mandarin) Associate to support a fast-growing advisory team.
Added 15 days ago
R
Associate
RBC
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Marine Gateway (South Vancouver), is seeking a bilingual (Mandarin) Associate to support a fast-growing advisory team.
Added 16 days ago
RD
Senior Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
…individual to join our leading wealth management firm as an Senior…
Added 16 days ago
RB
Senior Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
…individual to join our leading wealth management firm as an Senior…
Added 16 days ago
R
Senior Associate
RBC
Vancouver, BC
- Full-time
…individual to join our leading wealth management firm as an Senior…
Added 18 days ago
O
Operations Associate
Overchain
Toronto, ON
- $60,000 to $80,000 CAD / year
- Full-time
Overchain is the settlement layer for global businesses moving money across fiat and stablecoins. We provide the infrastructure that allows financial institutions, payment service…

CI Financial

Associate, Estate (Fixed Term)

Toronto, ON, Canada

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

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Job details

Pay: The anticipated base salary range for this position is $42,500 to $71,000.
Job type: Full-time
Posting language: English
Posted: Oct 19, 2026

Original 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 an Associate, Estate to join our team at CI Investment Services Inc. This position will be responsible for various administration and processing activities for estate settlements. Candidate will be responsible for ensuring all information and documentation is received in good order, timely and accurate processing of financial transactions and respond to advisors inquiries within the established service level agreements. In addition, candidate will participate in implementing new developments to our current operation.

WHAT YOU WILL DO

Completes ad-hoc outgoing or incoming EFT and wires. Ensures they are on payment reports, as well as internal Back Office systems via journal entries
Process all cash and securities position movements on deceased client accounts
Taking ownership in ensuring the process of death settlements are complete in a timely manner. Coordinating and collaborating with internal business units to ensure exceptional service is delivered efficiently and effectively
Conduct adequate due diligence and analysis of all financial/transactional request types/ Ensuring proper documentation and authorization is obtained prior to processing.
Manage, respond to, and process requests received through “Estate” mailbox, and CRMs within set SLA.
Participate in User Acceptance Testing when required
Communicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax when required
Handle 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. Ad hoc duties relevant to the position shall be assigned as required

WHAT YOU WILL NEED

Must Have

Bachelor’s degree or job-related experience
1-5 year of experience in the Financial Services industry (including internships) in an Administrative/Operations environment or similar capacity is preferred.
Self-initiated, fast learner with a positive attitude.
Attention to detail and organization skills with the mindset of how you can make the team more efficient and effective
Strong soft skills including verbal and written communication, people, organizational, and client service skills
Ability to adapt to a rapidly changing business and technology environment
Excellent analytical and problem-solving skills.
Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook

Nice to Have

Strong understanding of Registered Products (RRSP, RIF, TFSA, LIRA, LIF, RESP), Estate/Death Settlement is preferred.
Extensive knowledge of industry back-office or Operations practices.
Prior data entry/financial transaction processing experience.
Understanding of investing fundamentals and/or Mutual Funds is considered an asset.

WORKING CONDITIONS

Overtime may be required during peak periods

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 may be 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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

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More about this job

Responsibilities

Administer estate settlements by reviewing documentation and authorizations, processing cash and securities movements, and completing outgoing or incoming electronic transfers and wires accurately and on time. Respond to advisor and third-party requests within service-level agreements, coordinate with internal teams, maintain accurate client records, and support testing and departmental projects.

Requirements

A bachelor’s degree or job-related experience is required, with one to five years of financial services experience in an administrative or operations environment preferred. Candidates should have strong communication, organization, analytical, problem-solving, and client-service skills, proficiency in Microsoft Office, and the ability to adapt to a changing environment; knowledge of registered products and estate settlements is preferred.

Skills

Financial Transaction Processing
Electronic Funds Transfers
Wire Transfers
Cash and Securities Processing
Due Diligence
Documentation Review
Advisor Communication
Client Service
Data Entry
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Analytical and Problem-Solving Skills

Benefits

Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plans
Paid Leave
Education-Related Programs
Paid Holidays
Vacation Time
Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-Up
Paid Volunteer Time
Bonus Program

Visa sponsorship

Not detected in the job text

Keywords

Estate Settlements
Death Settlements
Financial Services
Administrative Operations
Electronic Funds Transfers
Wire Transfers
Cash Movements
Securities Movements
Journal Entries
Payment Reports
Back-Office Systems
Due Diligence
Transaction Processing
Documentation and Authorization
Service-Level Agreements
Advisor Inquiries
User Acceptance Testing
Data Entry
Registered Products
RRSP
RIF
TFSA
LIRA
LIF
RESP
Mutual Funds
Microsoft Office
Microsoft Excel
Client Records

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