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Added 4 mins ago
DIRECTOR - TECHNOLOGY INFRASTRUCTURE & OPERATIONS - HYBRID
Green Shield Canada
Windsor, ON
…direction into platform architecture, lifecycle, capacity and financial plans. Establish standards that govern workload placement, technology currency, resilience, automation and cost…
Added 4 mins ago
Advisor
Desjardins
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Full-time
…members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client…
Added 4 mins ago
Manager, Wealth Advice and Planning
Thrive Wealth Management
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Full-time
At Thrive Wealth Management, we help clients strengthen their financial security and turn their wealth goals into reality. Our vision is to be the premier wealth management partner in every…
Added 4 mins ago
Finance Coordinator (6 months Contract)
Clearway
Toronto, ON · Greater Toronto Area, Ontario
Contract · Temporary
Contribute to the Finance organization through other duties and projects as required and determined by the A/P Supervisor, General Accountant and VP Finance
Added 4 mins ago
Client Service Representative [Hourly]
CIBC
Toronto, ON
Part-time
…work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether…
Added 4 mins ago
Environmental Health & Safety Coordinator, Winter 2027 (Co-op/Internship) - 4 Months
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The above represents BMO Financial Group’s pay range and type.
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Added 18 mins ago
Bilingual Case Support Coordinator (hybrid)
Bilingual Source
Toronto, ON · Greater Toronto Area, Canada
Full-time
We're searching for a bilingual (French and English) individual with experience in financial services.
Added 18 mins ago
Finance Manager
Charger Logistics Inc.
Brampton, ON
Full-time
Lead monthly, quarterly, and annual financial reporting, ensuring accurate and timely financial statements and management reporting.
Added 18 mins ago
Client Services Advisor
Insight Global
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$26 to $30 CAD / hour
Contract
Typically 3 to 6 years of relevant experience. Experience may come from banking, insurance, financial services, technology implementation, client service, project coordination, operations,…
Added 18 mins ago
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Canada
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Experience supporting payment integrations, APIs, middleware, or financial technology (FinTech) solutions.
Added 18 mins ago
TPM (Treasury /Cash Management)
Staffingine LLC
Toronto, ON
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…integration and technology modernization initiatives within the financial services…
Added 18 mins ago
Vice President, Compliance & Stakeholder Relations
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Full-time
…Alberta’s non-renewable resources by providing the greatest financial returns on those savings for current and future generations of…
Added 18 mins ago
Vice President, Investments
Alberta Heritage Funds
Calgary, AB · Greater Calgary Metropolitan Area
Full-time
…Alberta’s non-renewable resources by providing the greatest financial returns on those savings for current and future generations of…
Added 18 mins ago
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Senior Audit Accountant
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We are seeking a detail-oriented and highly organized professional to join our Finance team as a Senior Audit Accountant. This role plays a critical part in supporting audit readiness,…
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MONTREAL [HYBRIDE] - End User Computing (EUC) – 3rd Level Support
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…consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert…
Added 18 mins ago
Business Consultant
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Toronto, ON · Greater Toronto Area, Canada
Other
Role 1 (Generalist & Problem-Solver): Focused on unstructured problem-solving, financial modeling, cross-functional analytical deep-dives, and translating operational data into strategic…
Added 18 mins ago
Accounts Payable Analyst
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Managing payment operations relationships with financial institutions and aggregators globally;
Added 18 mins ago
Senior Manager
Insight Global
Toronto, ON
$70 to $80 CAD / hour
Contract
A major financial institution is seeking a Senior Manager, Liquidity & Non-Trading Market Risk to join its Capital Markets Risk Management team. This individual will play a key role in…
Added 18 mins ago
Anaplan Solution Architect
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Brampton, ON
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Contract
Strong understanding of Financial Planning Analysis (FPA)| budgeting| forecasting| workforce| and operational planning processes.
Added 18 mins ago
Project Manager
Infotree Global Solutions
Montreal, QC
Contract
Added 18 mins ago
Actuarial Analyst
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Toronto, ON
Full-time
…These include quarterly and annual reserving, peer reviews, financial condition testing reports, funding analysis, external audit team support, internal capital target reports, and other ad…

CI Financial

Business Processing Associate

Toronto, ON, Canada

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: Sep 21, 2026

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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 our 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. This role will be based in Toronto, with a requirement of being in the office four days a week.

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 is 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 [email protected], or call 416-364-1145 ext. 4747.

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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, advisors, and third-party institutions while maintaining data integrity.

Requirements

Candidates must have at least one year of experience in an administrative or operations back-office environment and a high school diploma. Post-secondary education in business or accounting and knowledge of registered product legislation are considered assets.

Skills

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

Benefits

Health insurance
Wellness programs
Life insurance
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

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

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