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Added 4 mins ago
LV
SEASONAL SALES ASSOCIATE-EN
La Vie En Rose
Mont-Royal, QC
- Part-time
You listen to customers’ needs to provide exceptional customer service;
Added 4 mins ago
FC
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- Full-time
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Added 4 mins ago
LV
SEASONAL ASSOCIATE-EN
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Added 4 mins ago
FR
Corporate Accountant
FirstService Residential Canada
Mississauga, ON
- Full-time
Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace…
Added 4 mins ago
FH
Assistant Store Manager Canada
Follett Higher Education
Toronto, ON
- Full-time
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Added 18 mins ago
B
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- Full-time
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LV
SALES ASSOCIATE-EN
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Added 18 mins ago
KB
Department Manager - Paint
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Added 18 mins ago
CC
Retail Sales Associate
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…cannabis consumer, with wholly-diversified and fully-integrated operations across all components of cannabis,…
Added 18 mins ago
CC
Retail Sales Associate
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- $17.95 CAD / hour
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Added 18 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
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SD
Superviseur(e) de l’avant du magasin, rémunéré(e) à l’heure – PHX temps partiel jour
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Added 18 mins ago
SD
Spécialiste Beauté
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Added 18 mins ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
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Added 18 mins ago
SD
Director, Central Assist Operations
Shoppers Drug Mart
Mississauga, ON
- Full-time
Reporting to the Senior Director of Customer Success and Innovation at CPS, the Director, Central Assist Operations is responsible for the strategic leadership, operational performance, and…
Added 18 mins ago
SD
Beauty Manager, Hourly Full Time Day
Shoppers Drug Mart
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- Full-time
Always put the Customer first and provides superior customer service
Added 18 mins ago
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Staff Pharmacist (Full-Time)
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The Staff Pharmacist assists the Pharmacy Manager in all aspects of the Pharmacy Operations. Provides patient care specific to each patient based on feedback received during patient…
Added 18 mins ago
W
(Can) pharmacy manager
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Toronto, ON
- Full-time
…Associates' scheduling according to business needs, ongoing associate assessment and periodic performance reviews. Responsible for developing and executing business action plans to meet the…
Added 18 mins ago
W
(CAN) Front End Team Lead
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3. Handles customer and associate concerns and provides guidance as required.
Added 18 mins ago
W
Manager, Supply Chain Management (IC)-2
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Mississauga, ON
- Full-time
Demonstrates and encourages respect for others; drives a positive associate and customer experience for all; embraces differences in people, cultures, ideas, and experiences; supports…
Added 18 mins ago
W
(CAN) Manager, Facility Design (IC)
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Strong knowledge of retail design, space planning, customer flow, merchandising, and store operations.
Added 34 mins ago
CF
Business Processing Associate (6 Months Contract)
CI Financial
Toronto, ON
- Full-time
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 34 mins ago
LC
Beauty Specialist, Hourly Part Time Day
Loblaw Companies Limited
London, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 34 mins ago
R-
Fashion Associate (Part time) - Trinity Common
RCL - Reitmans Canada Ltd/Ltée
Brampton, ON
- Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…
Added 34 mins ago
LC
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Ottawa, ON · Nepean, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.

CI Financial

Business Processing Associate (6 Months Contract)

Toronto, ON, Canada

The anticipated base salary range for this position is $34,320 to $58,500. · Full-time

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Job details

Pay: The anticipated base salary range for this position is $34,320 to $58,500.
Job type: Full-time
Apply by: Dec 10, 2026
Experience: Minimum 1+ years of experience in an administrative position or Operations back-office environment
Posting language: English
Posted: Nov 10, 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.

Fixed Term: 6 months

We are currently seeking a Business Processing Associate to join Client Experience team. In this role, the successful candidate will be responsible for ensuring the timely and accurate processing of various financial transaction types, for analyzing trade requests deemed “not in good order” and for incorporating the necessary steps to ensure all information and documentation is received in good order for processing. The incumbent is also responsible for providing prompt and courteous service to internal teams, to our advisors and/or to third-party institutions depending on the assigned task.

WHAT YOU WILL DO

Conduct adequate analysis of all new financial/transactional request types
Analyze and interpret trade requests to make sound decisions to action the request accordingly
Ensure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requests
Handle set ups and/or modifications to existing/ongoing systematic transactions in accounts
Communicate with financial advisors and necessary third parties via phone, email, Message serv and/or fax as required
Review daily reconciliation and data integrity reports as assigned
Handle routine 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
Participate in User Acceptance Testing when required

WHAT YOU WILL BRING

Minimum 1+ years of experience in an administrative position or Operations back-office environment
High school diploma is the minimum requirement
Post-Secondary education (preferably with a focus in Business or Accounting) or equivalent related business experience in the financial services industry is an asset
Ability to work well under pressure and within time constraints
Excellent analytical and problem-solving skills
Excellent written and verbal communications skills
Keen attention to detail
Understanding of investing fundamentals and/or Mutual Funds is considered an asset
Completion of the Canadian Securities Course (CSC) or the IFIC Mutual Funds Course is an asset
Strong knowledge of Registered Product Legislation (RRSP, RESP, RRIF, LIRA, LIF) is an asset
Prior data entry/financial transaction processing experience
Extensive knowledge of industry back-office or Operations practices

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 $34,320 to $58,500. 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 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

Process financial transactions accurately and on time, analyze trade requests, and ensure required documentation and authorizations are in place. Provide courteous service to advisors, internal teams, and third parties while supporting account updates, reconciliations, data cleanup, special projects, and user acceptance testing.

Requirements

Requires at least one year of administrative or back-office operations experience and a high school diploma; post-secondary business or accounting education or equivalent financial services experience is an asset. Candidates should have strong analytical, communication, problem-solving, and detail-oriented skills, with transaction processing experience and knowledge of investing, mutual funds, or registered products considered assets.

Skills

Financial Transaction Processing
Trade Request Analysis
Documentation Review
Authorization Verification
Data Entry
Reconciliation
Data Integrity
Problem-Solving
Analytical Skills
Written Communication
Verbal Communication
Attention to Detail
Customer Service
Mutual Funds
Registered Product Legislation
User Acceptance Testing

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Business Processing
Client Experience
Financial Transactions
Trade Requests
Back-Office Operations
Operations
Transaction Processing
Data Entry
Documentation
Authorization
Systematic Transactions
Account Setups
Account Modifications
Financial Advisors
Third-Party Institutions
Reconciliation Reports
Data Integrity
Client Information
Special Projects
User Acceptance Testing
Investing Fundamentals
Mutual Funds
Canadian Securities Course
IFIC Mutual Funds Course
Registered Product Legislation
RRSP
RESP
RRIF
LIRA

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Jobs in Canada