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Added 10 mins ago
JC
Special Project Specialist
Johnson Controls
Corner Brook, NL
- Full-time
Bachelor’s degree plus two (2) years ICAT experience, Associate’s degree or College diploma plus five (5) years ICAT experience, or Professional certification plus five (5) years ICAT…
Added 10 mins ago
TT
Retail Store Associate Full Time , Marshalls Dufferin Mall, Toronto
The TJX Companies, Inc.
Toronto, ON
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 24 mins ago
Associate Private Banker
Scotiabank
Toronto, ON
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Added 24 mins ago
Customer Experience Associate - Bay Roberts, Newfoundland (26.25 Hours/ Week)
Scotiabank
Bay Roberts, NL
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 24 mins ago
SD
Senior Specialist, Quality Assurance
Shoppers Drug Mart
Toronto, ON
- Full-time
Must have a Bachelor of Science (or Canadian Equivalent)
Added 24 mins ago
Sales Associate
Rogers Communications
Toronto, ON
To support career growth, collaboration, and high-performing teams, all Corporate Employees are expected to work onsite. We believe that in-person connection strengthens our culture and…
Added 40 mins ago
TT
Temporary Part time store associate
The TJX Companies, Inc.
Aurora, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 40 mins ago
Customer Experience Associate - Broadway & Macdonald Branch, Vancouver, BC (26.25Hours/Week)
Scotiabank
Vancouver, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 40 mins ago
Estate and Trust Associate, Scotiatrust - Montreal (12 months contract)
Scotiabank
Montreal, QC
As a Estate & Trust associate, you will provide Estate & Trust Consultants (ETCs) with the support they require to drive new business and advisor engagement within their regions, while…
Added 40 mins ago
Customer Experience Associate - King & Ontario (18.75 hours/week)
Scotiabank
Kitchener, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 54 mins ago
Corporate, Infrastructure & Project Finance Group, Energy (Midstream), Associate Director- Toronto
Fitch Group
Toronto, ON
Fitch Ratings is seeking a senior credit analyst with 5+ years of solid corporate finance experience in the Midstream and broader Energy sector. The primary responsibilities of the…
Added 1 hour ago
L
Weighing Associate
LGC
Vaughan, ON
- $42,000 to $47,000 CAD / year
- Full-time
…safely with high quality, and in a timely manner. The Weighing Associate will foster a working environment that is clean and tidy, fair, positive, and driven to continuously…
Added 1 hour ago
V
Tax Principal
Vaco
Oakville, ON
- $180,000 to $220,000 CAD / year
- Full-time
Advise clients on complex domestic tax matters, corporate structures, transactions and planning opportunities
Added 1 hour ago
WC
Staff Pharmacist (Full-Time)
Walmart Canada
Pembroke, ON
- Full-time
…must assist in executing the business action plan to achieve corporate business…
Added 1 hour ago
BR
Labour, Employment & Human Rights Associate
BJRC Recruiting
Toronto, ON
- Full-time
Must have some labour experience
Added 1 hour ago
TC
Retail Store Coordinator Full Time Winners - Woodbridge
TJX Canada – Winners, Marshalls, HomeSense
Woodbridge, ON
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
WC
(Can) pharmacy manager
Walmart Canada
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 1 hour ago
TC
Retail Store associate Full Time Winners - Woodbridge
TJX Canada – Winners, Marshalls, HomeSense
Woodbridge, ON
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
TC
AVP Finance, Store Operations & Loss Prevention
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $139,216 to $210,812.8 CAD / year
- Full-time
Immediate access to our Group Benefits package, including a Health Care Spending Account, Associate & Family Assistance Program, and various well-being resources
Added 1 hour ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Woodstock, ON
- Full-time
Demonstrated ability to drive the business, led by example and support corporate programs
Added 1 hour ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Dryden, ON
- Full-time
Demonstrated ability to drive the business, led by example and support corporate programs
Added 1 hour ago
F
Avocat(e) en immigration d’affaires américaine/ US Business Immigration Lawyer
Fragomen
Montreal, QC · CA-Montreal
- Full-time
How will you make a difference as an Associate at Fragomen?
Added 1 hour ago
W
Lead Sales (Key Holder)
Williams-Sonoma
Calgary, AB
- Full-time
…customer at the center of everything we do, every day. Our corporate values that guide our actions and decisions are our People First culture, customers, quality, shareholders, integrity,…
Added 1 hour ago
W
Asst Store Mgr - Service
Williams-Sonoma
Calgary, AB
- Full-time
…customer at the center of everything we do, every day. Our corporate values that guide our actions and decisions are our People First culture, customers, quality, shareholders, integrity,…
Added 1 hour ago
HW
Sales Support Coordinator
Hellmann Worldwide Logistics
Mississauga, ON
- Full-time
Associate’s degree in business, Communications, or other related fields. Preferred: Bachelor’s degree in business management, Logistics/Supply Chain, or related field or equivalent…

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

Apply on ci.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

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

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.

Apply on ci.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Business Processing Associate is responsible for the timely and accurate processing of financial transactions and analyzing trade requests to ensure they are in good order. They also provide prompt service to internal teams and advisors while maintaining data integrity and assisting with special projects.

Requirements

Candidates must have at least one year of experience in an administrative or operations back-office environment and a high school diploma. Proficiency in financial transaction processing and knowledge of registered product legislation are highly preferred.

Skills

Financial transaction processing
Data entry
Analytical skills
Problem-solving
Written communication
Verbal communication
Attention to detail
Operations back-office
Reconciliation
Data integrity
Registered product legislation
Mutual funds
Investing fundamentals
User acceptance testing

Benefits

Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Training reimbursement
Employee savings plan
Corporate discount program
Enhanced group benefits
Parental leave top-up program
Paid time off for volunteering

Visa sponsorship

Not detected in the job text

Keywords

Business Processing
Financial Services
Operations
Back-office
Trade Requests
Reconciliation
Data Integrity
Registered Products
RRSP
RESP
RRIF
LIRA
LIF
Mutual Funds
CSC
IFIC
User Acceptance Testing
Wealth Management
Asset Management
Administrative

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Work requirements

Jobs in Canada