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Added 5 days ago
Director, M&A Operations
CI Financial
Toronto, ON
Full-time
The Director, M&A Operations is responsible for leading the operational execution of the organization's book purchase and M&A initiatives from transaction close through successful…
Added 5 days ago
Director, M&A Operations
CI Financial
Toronto, ON
Full-time
The Director, M&A Operations is responsible for leading the operational execution of the organization's book purchase and M&A initiatives from transaction close through successful…
Added 24 days ago
Managing Director - Flagship Vertical Market Software Business
Valsoft Corporation
Montreal, QC
Full-time
Experience as a CEO, Managing Director, or General Manager with full P&L ownership, a track record of scaling and growing established software or technology businesses, strong commercial…
Added 1 hour ago
Manager, Centre of Excellence in Hypertension and Vascular Health
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Under the direction of the Centre Director, the Manager will provide scientific, operational, and strategic leadership for the Centre's research activities and support its continued…
Added 7 hours ago
M.L.T. Charge - Quality
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
Full-time
Reporting to the a Integrated Director Laboratory Services, is responsible for the implementation, maintenance and improvement of the quality management system and Hospital Point of Care…
Added 13 hours ago
Manager, Centre of Excellence in Hypertension and Vascular Health
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
Under the direction of the Centre Director, the Manager will provide scientific, operational, and strategic leadership for the Centre's research activities and support its continued…
Added 4 days ago
M.L.T. Charge - Quality
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
Full-time
Reporting to the a Integrated Director Laboratory Services, is responsible for the implementation, maintenance and improvement of the quality management system and Hospital Point of Care…
Added 23 hours ago
Human Resources Officer
Christ The Redeemer Catholic Schools
Okotoks, AB
Full-time
…regulations and WCB claim administration to ensure divisional operations remain safe, supportive, and compliant. The successful candidate will support ongoing safety training and emergency…
Added 2 months ago
PROJECT MANAGER
Design Electronics
Niagara Falls, ON
Full-time
Reporting to the Director of Operations, the Project Manager (Integrated Technology) will work closely with leadership, multi-disciplinary teams, and sub-contractor trades to manage…
Added 1 day ago
Director, Pharmacy Experience and Transformation
Shoppers Drug Mart
Toronto, ON
Full-time
Reporting directly to the Senior Director, Enterprise Pharmacy Operations and Clinical Excellence, you will lead strategic projects that will help shape the future of pharmacy practice at…
Added 4 days ago
M.L.T. Charge - Quality
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
Full-time
Reporting to the a Integrated Director Laboratory Services, is responsible for the implementation, maintenance and improvement of the quality management system and Hospital Point of Care…
Added 16 days ago
Senior Director, FP&A and Business Partnershi
Meubles Foliot - Foliot Furniture
Saint-Jérôme, QC
Full-time
We are currently seeking a Senior Director, FP&A and Business Partnership to lead the planning, forecasting and performance analysis functions, while serving as a strategic business partner…
Added 1 day ago
Procurement Administrator, Services (Part-Time)
Boardwalk
Calgary, AB
Part-time
As a Procurement Administrator, reporting to Procurement Director, Services, you will be responsible for supporting the procurement team in various administrative tasks related to…
Added 3 days ago
Research Technician
Canadian Institute for Safety Wellness & Performance CISWP
Cambridge, ON
$60,000 to $74,000 CAD / year
Full-time
Under the supervision of the Director of Operations, the Research Technician provides essential technical, logistical, and administrative support for field and laboratory-based research at…
Added 2 days ago
Research Assistant
I R C M
Montreal, QC
Full-time
…The incumbent will also be responsible to assist the Research Director in the organisation and and smooth operation of laboratory activities and uphold the highest scientific…
Added 1 day ago
FMIS Business Analyst
The University of British Columbia
Vancouver, BC
$6,143.67 to $8,830.25 CAD / month
Full-time
…management information systems supporting UBC Food Services operations. The position serves as the primary business systems resource and works with operational leaders, Procurement,…
Added 1 day ago
Programme Operateur vers DG | Operator to Managing Director Fellowship
Manos Software Group
Montreal, QC
Full-time
In this role, you will embed yourself within our portfolio company operations, work alongside senior leadership, and drive meaningful transformation initiatives. You will combine hands-on…
Added 2 days ago
FMIS Business Analyst
University of British Columbia
Vancouver, BC
$6,143.67 to $8,830.25 CAD / month
Full-time
…management information systems supporting UBC Food Services operations. The position serves as the primary business systems resource and works with operational leaders, Procurement,…
Added 1 day ago
Solicitor III - Litigation
City of Winnipeg
Winnipeg, MB
Full-time
The Legal Services Department is a full-service law office supporting all aspects of the operations of the City of Winnipeg. Legal Services lawyers typically work in one or more practice…
Added 1 day ago
Tax Manager
Swim Recruiting
Vancouver, BC
Full-time
…Vancouver head office is home to around 40 corporate staff, with operations that span Canada and the U.S. The culture is down-to-earth, friendly, and professional, with little room for big…
Added 2 days ago
Business Operations Manager
University of British Columbia
Vancouver, BC · LOFF | UBC Dairy Education and Research Centre (DAIRY)
$7,158.42 to $10,292.25 CAD / month
Full-time
Reports to the Director. This position works closely and collaboratively with the DERC’s leadership team [Director and the Animal Health, Welfare and Research (AHWR) Manager], LFS Faculty…
Added 2 days ago
Senior Director, HR Program Delivery - SLC Management
SLC Management
Toronto, ON · Sun Life Toronto One York
Full-time
Senior Director, HR Program Delivery – SLC Management
Added 2 days ago
Senior Director, HR Program Delivery - SLC Management
Sun Life
Toronto, ON · Sun Life Toronto One York
Full-time
Senior Director, HR Program Delivery – SLC Management
Added 2 days ago
Business Operations Manager
The University of British Columbia
Vancouver, BC
$7,158.42 to $10,292.25 CAD / month
Full-time
Reports to the Director. This position works closely and collaboratively with the DERC’s leadership team [Director and the Animal Health, Welfare and Research (AHWR) Manager], LFS Faculty…
Added 1 month ago
Manager, Corporate Development
New Gold Inc.
Toronto, ON
Full-time
Coeur Mining is a growing, all-North American precious metals producer with seven operations: the Las Chispas silver-gold mine and Palmarejo gold-silver complex in Mexico, the Rochester…

CI Financial

Director, M&A Operations

Toronto, ON, Canada

Pay: The anticipated base salary range for this position is $93,000 to $143,000.
Job type: Full-time
Experience: 8+ years of experience leading complex cross-functional initiatives, integrations, business transformations, M&A transactions, or large-scale projects.
Posting language: English
Posted: Sep 15, 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.

The Director, M&A Operations is responsible for leading the operational execution of the organization's book purchase and M&A initiatives from transaction close through successful integration.

Reporting to the SVP, Head of Business Operations, CI Wealth, this role owns the M&A operating framework, integration governance model, transaction execution process, and cross-functional delivery required to successfully onboard acquired advisor businesses into the organization. The Director serves as the central leader coordinating all execution activities, ensuring transactions progress efficiently, risks are mitigated, stakeholders remain aligned, and integration objectives are achieved.

Working in close partnership with the SVP, Business Development, who leads deal origination and transaction negotiations, and the SVP, Head of Business Operations, CI Wealth, who establishes the integration vision, strategic priorities, and future-state operating model, the Director is accountable for translating strategic direction into actionable plans and delivering successful outcomes.

This role will coordinate cross-functional teams across Finance, Legal, Compliance, Sales, Managed Solutions, HR, etc.

The ideal candidate is an experienced operator who combines strong project leadership, M&A expertise, operational excellence, stakeholder management, and change leadership capabilities in a fast-paced growth environment.

WHAT YOU WILL DO

M&A Transaction Leadership & Execution

Own the execution framework supporting all book purchase and Canadian Wealth M&A transactions.
Lead transaction planning and execution from signed deal through integration completion.
Develop and manage integration roadmaps, project plans, milestones, dependencies, budgets, and resource requirements.
Drive execution across concurrent transactions, ensuring priorities remain aligned and deliverables are completed on schedule.
Identify execution risks, recommend mitigation strategies, and escalate key decisions requiring executive direction.
Act as the primary operational leader responsible for ensuring successful transaction delivery.

Cross-Functional Management

Project manage cross-functional transaction teams consisting of Operations, Technology, HR, Finance, Compliance, Legal, Marketing, and Advisor Transition stakeholders.
Establish clear ownership, timelines, deliverables, and success measures for each workstream.
Resolve execution challenges and remove barriers to delivery.
Influence leaders and stakeholders at all levels to ensure alignment and timely completion of commitments.
Serve as the central point of coordination across all integration activities.

Governance & Decision Support

Own governance structures supporting M&A and book purchase activities.
Lead steering committee meetings, integration reviews, and executive project updates.
Maintain enterprise visibility into all active transactions, including risks, issues, decisions, and key milestones.
Prepare concise executive reporting and provide recommendations to support strategic decision-making.
Escalate critical issues requiring SVP and President review and approval.

M&A Operating Model & Continuous Improvement

Own and continuously enhance the organization's M&A execution playbook and governance framework.
Establish standardized methodologies, templates, checklists, and operating procedures.
Drive consistency and scalability across all acquisition and integration activities.
Incorporate lessons learned from completed transactions into future execution planning.
Identify opportunities to improve transaction speed, integration effectiveness, and overall execution quality.

WHAT YOU WILL BRING

University degree in Business, Finance, Operations, Commerce, or a related field.
8+ years of experience leading complex cross-functional initiatives, integrations, business transformations, M&A transactions, or large-scale projects.
Experience within wealth management, financial services, or another regulated industry is preferred.
Demonstrated experience managing acquisition, integration, or book purchase activities from planning through execution.
Strong project management skills with the ability to lead multiple concurrent initiatives, manage risks, and drive results against demanding timelines.
Proven ability to influence and coordinate stakeholders across Operations, Finance, Legal, Compliance, Technology, HR, and Sales without direct authority.
Experience developing and implementing governance frameworks, operating models, playbooks, processes, and continuous improvement initiatives.
Strong business acumen with the ability to translate strategic objectives into actionable plans and measurable outcomes.
Excellent communication, presentation, and executive stakeholder management skills.
Strong problem-solving, decision-making, and change leadership capabilities.
Highly organized, accountable, and execution-focused, with the ability to thrive in a fast-paced, growth-oriented environment.
PMP, Prosci, Lean Six Sigma, or other relevant project management or change management certifications are considered an asset.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $93,000 to $143,000. 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.

This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs.

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 Director of M&A Operations leads the operational execution of M&A initiatives and book purchases from transaction close through integration. This role manages cross-functional teams, establishes governance models, and ensures integration objectives are met while aligning with strategic business goals.

Requirements

Candidates must have a university degree and at least 8 years of experience in complex cross-functional initiatives, M&A, or business transformations. Strong project management, stakeholder influence, and executive communication skills are essential for this role.

Skills

M&A operations
Project leadership
Integration governance
Transaction execution
Stakeholder management
Change leadership
Financial services
Wealth management
Strategic planning
Cross-functional management
Risk mitigation
Operational excellence
Business acumen
Executive reporting
Process improvement

Benefits

Health insurance
Wellness programs
Life insurance
Disability insurance
Retirement savings plans
Paid leave 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

M&A
Wealth Management
Financial Services
Integration
Project Management
Governance
Operations
Change Management
PMP
Prosci
Lean Six Sigma
Business Transformation
Due Diligence
Strategic Planning
Stakeholder Management
Risk Management
Compliance
Finance
Human Resources
Technology
Marketing
Advisor Transition
Operating Model
Continuous Improvement
Executive Reporting

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