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Added 9 mins ago
R&
Server - Fogo Island Inn
Relais & Châteaux
Fogo, NL
- Full-time
Please submit a cover letter and resume to [email protected], with the subject line “Server”; Questions about this position may also be directed here.
Added 10 mins ago
Electrical Assembler
Price Industries Limited
Winnipeg, MB
Should this excellent opportunity interest you, please submit your resume, including salary expectations.
Added 23 mins ago
IW
Area Vice President, Business Development
IG Wealth Management
Quebec, QC
- Full-time
…office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster…
Added 23 mins ago
H
Co-op/Intern, Software Development - Winter 2027
Hootsuite
Toronto, ON
- Internship
Participate in code reviews to continually improve your craft and approach to problem solving
Added 23 mins ago
V
Inside Sales Executive
Vivreau
Canada
- Full-time
…the right fit for you, qualified applicants are invited to submit both their cover letter and…
Added 23 mins ago
JR
Logistics Manager - Health & Wellness Retail
JRoss Retail Recruiters
Medicine Hat, AB
- Full-time
Contact Pamela Loupelle at 403.214.7578 x1 or submit your resume in confidence below.
Added 23 mins ago
JR
Store Manager - Premium Specialty Retail
JRoss Retail Recruiters
Regina, SK
- $58,000 to $68,000 CAD / year
- Full-time
Contact Pamela Loupelle at 403.214.7578 x1 or submit your resume in confidence below.
Added 23 mins ago
H
Co-op/Intern, Software Development - Winter 2027
Hootsuite
Vancouver, BC
- Internship
Participate in code reviews to continually improve your craft and approach to problem solving
Added 23 mins ago
IG
Bookkeeper
Ideal Glass Hardware Inc. (IGH)
Markham, ON
- Part-time
To Apply: Please submit your résumé highlighting your bookkeeping, QuickBooks, and Shopify experience.
Added 23 mins ago
LS
Senior Procurement Specialist - Contract - 19657
LRO Staffing
Ottawa, ON
- Contract
Thank you for your interest in this role. One of our Recruiters will be in touch with you if your profile meets the requirements for the role and the expectations of our clients. Please…
Added 24 mins ago
KP
Front-End Development for Interactive Applications (FDIT) Instructor - Competition ID: 4877
Kwantlen Polytechnic University
Richmond, BC
- Part-time
We invite you to explore your next career opportunity at KPU and discover how your work can contribute to a university where thought truly meets action.
Added 24 mins ago
Electrical Assembler
Price Industries Limited
Winnipeg, MB
Should this excellent opportunity interest you, please submit your resume, including salary expectations.
Added 24 mins ago
Justice Systems Navigator
Tungasuvvingat Inuit
Ottawa, ON
Added 24 mins ago
Education and Training Coordinator
Tungasuvvingat Inuit
Ottawa, ON
Meet all tracking, evaluation, and reporting requirements of funders and TI and prepare and submit various reports as required (project status updates, participant enrolment, etc.)
Added 24 mins ago
Sechelt Shelter- Support Worker (Thurs-Sat Eves)
RainCity Housing and Support Society
Sechelt, BC
Added 24 mins ago
X
Territory Manager
Xradar
Calgary, AB
- Full-time
On your resume, we will be looking for the following:
Added 24 mins ago
PM
Senior Marketing Automation Strategist
POD Marketing
Calgary, AB
- $75,000 to $85,000 CAD / year
- Contract
…and ongoing learning opportunities designed to help you grow your skills and career. You’ll also have regular one-on-one check-ins, quarterly performance conversations, and a culture of…
Added 24 mins ago
S
Cluster Support Mentors - Steibach-South Eastern Manitoba
Simaril
Steinbach, MB
- Full-time
Join our candidate pool today to be considered for future positions and be part of a growing team making a meaningful difference in your community, close to home.
Added 24 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 39 mins ago
B
Senior Data Engineer
BMO
Toronto, ON · SCC
- Full-time
Hybrid (minimum 2 days per week in office)
Added 39 mins ago
B
Customer Service Representative
BMO
Vernon, BC
- Part-time
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite,…
Added 39 mins ago
IE
HR and Office Administrator
Inviro Engineered Systems
Toronto, ON
- Full-time
Are you a motivated and passionate individual, eager to advance your career? As one of Canada’s leading Mechanical/Electrical engineering firms, INVIRO is looking for a dedicated team…
Added 39 mins ago
M
Summer Intern 2027 - Accounting
Manulife
Toronto, ON
- Full-time
Submit your resume, cover letter, academic transcript and work term evaluation (if any) in one single PDF file.
Added 39 mins ago
ST
Apprentice Electrician
Saltworks Technologies
Richmond, BC
- Full-time
If you would like to join the Saltworks team, please submit your resume (cover letters are not required).
Added 39 mins ago
HP
385-26 RPN, Integrated Stroke Unit/Telemetry, Regular Part-Time, Stratford
Huron Perth Healthcare Alliance
Stratford, ON
- Part-time
Applicants interested in becoming a part of an energetic, caring team in a fast-paced and rewarding environment can submit their cover letter and resume as either a PDF or Word document(s)…

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