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Added 8 mins ago
YO
Exercise & Recreation Lead
YMCA of Southern Interior BC
Penticton 1, BC
- Full-time
Post-secondary education or training in a health, fitness, recreation, or related field such as Kinesiology, Recreation, Personal Training, or Group Fitness Instruction.
Added 8 mins ago
UI
Account Development Specialist
UAP Inc.
Cranbrook, BC
- Full-time
We offer a competitive salary with a range of attractive benefits and corporate discounts. Also, we offer training throughout your career to support and guide your professional development.
Added 8 mins ago
RM
Onboard Host - Vancouver (Full Time, March to October)
Rocky Mountaineer
Vancouver, BC
- Full-time
Professional, polished, and energetic presence with a commitment to service excellence.
Added 8 mins ago
A
Reservations Experience Manager
AccorHotel
Banff, AB
- Full-time
Establish standards for professional, accurate and personalized guest correspondence that reflect Fairmont's luxury service standards.
Added 9 mins ago
SC
Conseiller en Préarrangements Funéraires | Sales Professional - Inside sales
Service Corporation International
Rosemère, QC
- Full-time
…préarrangements. Le Conseiller en préarrangements funéraires offre un service personnalisé et est le point de contact principal avec les familles, et joue aussi un rôle essentiel pour…
Added 9 mins ago
RS
Rental Sales Management Trainee
Ryder Supply Chain Solutions
Calgary, AB
- Full-time
As part of our commitment to compliance with employment and immigration laws, all applicants must have valid legal authorization to work in Canada
Added 9 mins ago
Customer Service Broker (Home & Auto Insurance)
OTIP Group of Companies (OTIP, Orbit, Curo)
Quispamsis, NB · Ottawa, ON · Waterloo, ON · Dartmouth, NS · Wetaskiwin, AB · Edmonton, AB
At the OTIP Group of Companies (OGC), we believe that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very…
Added 22 mins ago
BC
Project Coordinator (Senior Systems Analyst)
British Columbia Institute of Technology
Burnaby, BC
- $84,685 to $112,200 CAD / year
- Full-time
Proven commitment to providing and maintaining the highest level of customer service.
Added 22 mins ago
B&
Repair and Maintenance Coordinator
Black & McDonald Limited
Mississauga, ON
- Full-time
Must have a strong knowledge of building electrical, mechanical, HVAC and building structural systems
Added 23 mins ago
KP
Front-End Development for Interactive Applications (FDIT) Instructor - Competition ID: 4877
Kwantlen Polytechnic University
Richmond, BC
- Part-time
Employee Group: Faculty (Kwantlen Faculty Association)
Added 23 mins ago
SS
Copy Of Electrical Field Technologist
Sunbelt Solomon
Calgary, AB
- Full-time
Must have a valid drivers license
Added 23 mins ago
L
Project Lead, Construction (Hybrid- Toronto, ON)
LifeLabs
Toronto, ON
- $81,431 to $103,825 CAD / year
…commitment to our core values of caring, agility, teamwork, and a customer-centered approach. As part of this commitment, LifeLabs prioritizes the ongoing development of our diversity,…
Added 23 mins ago
Room Attendant/Guest Service Agent
Northland Properties
Mcbride, BC
Must have time-management skills
Added 23 mins ago
Guest Service Manager
Northland Properties
Oakville, ON
We are seeking a dynamic Guest Service Manager to join our busy team. Our Managers understand the meaning of true Customer Service; they are professional, team-oriented, possess good work…
Added 23 mins ago
Housekeeping Room Attendant
Northland Properties
Edmonton, AB
Must have time-management skills
Added 23 mins ago
CH
Maintenance Technician
Calgary Heritage Housing
Calgary, AB
- Full-time
Are you an experienced Maintenance Technician who values good customer service and enjoys helping others? Do you enjoy troubleshooting maintenance issues, working independently and taking…
Added 23 mins ago
X
Territory Manager
Xradar
Calgary, AB
- Full-time
Strong customer service and communication skills, with the ability to build professional relationships. Exceptional interpersonal skills: your ability to communicate to all levels of an…
Added 23 mins ago
Inside Sales Representative
Sonepar
London, ON
Handle incoming and outgoing customer calls in a professional manner
Added 23 mins ago
Automation Specialist
Sonepar
Windsor, ON
The Automation Specialist is an outside technical sales professional responsible for accelerating profitable growth across Electrozad’s automation portfolio. Technical capability is the…
Added 23 mins ago
C
Client Onboarding Manager
Citi
Toronto, ON · Mississauga, ON
- Full-time
Project Management certification such as PMP, CAPM, or PRINCE2, or equivalent professional qualification.
Added 23 mins ago
C
Financial Services Representative
CIBC
Lower Sackville, NS · NS-Lower Sackville
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 23 mins ago
C
Financial Services Representative II
CIBC
Arborg, MB
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 23 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 38 mins ago
GW
Office Services & Facilities Clerk
Gowling WLG
Montreal, QC
- Full-time
Ability to communicate effectively with other Firm members, with the aptitude to take care of clients’ needs in a professional and courteous manner
Added 38 mins ago
B
Customer Service Representative
BMO
Vernon, BC
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…

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