Jobs in Canada

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Added 41 mins ago
RD
Senior Technical Analyst - DevOps & Production Ops
Randstad Digital
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Senior Technical Analyst - DevOps Focus (AWS DevOps, MLOps & Production Operations)
Added 9 hours ago
BA
Associate, Investor Relations and FP&A
Brookfield Asset Management
Toronto, ON · Brookfield Place
- Full-time
This is a dynamic, multi-faceted role that offers the opportunity to develop strong relationships across Brookfield’s investment professionals, finance, operations, and senior management…
Added 10 hours ago
B
Associate, Investor Relations and FP&A
Brookfield
Toronto, ON
- Full-time
This is a dynamic, multi-faceted role that offers the opportunity to develop strong relationships across Brookfield’s investment professionals, finance, operations, and senior management…
Added 13 hours ago
MA
Senior Investment Technical Products Sales
Marsh Agency
Toronto, ON
- Contract
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 15 hours ago
IF
Senior Business Analyst (Bilingual Spanish/English)
International Financial Data Services (IFDS)
Toronto, ON
- Full-time
…and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare…
Added 15 hours ago
PS
Business Analyst
Publicis Sapient
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Open to hybrid work arrangement of 3-4 days per week from the Client offices in the downtown Toronto
Added 15 hours ago
PS
Financial Technical Analyst
Publicis Sapient
Toronto, ON
- $100,000 to $145,000 CAD / year
- Full-time
Open to hybrid work arrangement of 3-4 days per week from the Client offices in the downtown Toronto
Added 16 hours ago
BP
Trade Finance Analyst
BNP Paribas
Montreal, QC
- Full-time
You’ll be required in the office at least three days per week, with one of those days being either a Monday or a Friday
Added 17 hours ago
QM
Senior Analyst, Capital Markets Operations
Quantum Management Services Ltd.
Toronto, ON
- $40 CAD / hour
- Contract
We are seeking a Senior Analyst, Capital Markets Operations for a 6-month contract opportunity within a dynamic investment operations environment. This role will support the end-to-end…
Added 17 hours ago
Z&
Junior Investment Banking Analyst - Origination & Technology Operations
Zastre & Co.
Vancouver, BC
- Part-time
Zastre & Co. is looking for a highly computer-savvy, motivated person who wants to build a career in investment banking.
Added 17 hours ago
Global Banking & Markets Operations-Calgary-Associate/Analyst-Natural Gas Scheduling
Goldman Sachs
Calgary, AB
…clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that…
Added 17 hours ago
L
Sr. Marketing Data Analyst (Marketing Analytics & Insights)
Lenovo
Markham, ON
- $92,000 to $140,990 CAD / year
…infrastructure), software, solutions, and services. Lenovo’s continued investment in world-changing innovation is building a more equitable, trustworthy, and smarter future for everyone,…
Added 18 hours ago
A
Senior Analyst - Financial Assessment
AtkinsRéalis
Montreal, QC
- Full-time
This position offers a unique opportunity to contribute expertise in infrastructure investment through direct involvement in portfolio management, financial modelling, feasibility studies,…
Added 19 hours ago
MF
Senior Analyst, Institutional Client Service
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Completion of, or progress toward, the Chartered Financial Analyst (CFA) designation and/or Chartered Investment Manager (CIM) designation considered an asset
Added 21 hours ago
IF
Business Readiness Analyst
International Financial Data Services (IFDS)
Toronto, ON
- Full-time
…and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare…
Added 21 hours ago
IF
Business Readiness Analyst
International Financial Data Services (IFDS)
Toronto, ON
- Full-time
…and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare…
Added 21 hours ago
FA
Supply Chain Administrator
FTAI Aviation
Montreal, QC
- Full-time
…flexibility to our airline, lessor, and maintenance, repair, and operations customer base. Additionally, FTAI owns and leases jet aircraft which often facilitates the acquisition of engines…
Added 21 hours ago
WM
Relationship Analyst
Wellington Management
Toronto, ON
- Full-time
Mentorship and collaboration with seasoned professionals across investment, operations, and client service teams
Added 21 hours ago
WM
Relationship Analyst
Wellington Management
Toronto, ON
- Full-time
Mentorship and collaboration with seasoned professionals across investment, operations, and client service teams
Added 22 hours ago
AI
Intermediate Data Support Analyst (18-month contract)
AGF Investments
Toronto, ON
- Contract
The Intermediate Data Support Analyst role will provide opportunities to demonstrate an aptitude for learning, initiative and identification of opportunities for system/process…
Added 22 hours ago
D
Senior Financial Analyst
Dexian
Toronto, ON · Greater Toronto Area, Canada
- $55 to $69 CAD / hour
- Contract
The Financial Analyst III will support Global Real Estate reporting, analytics, financial modeling, data science initiatives, and Anaplan platform operations.
Added 1 day ago
KC
Financial Analyst
KingSett Capital
Toronto, ON
- Full-time
KingSett Capital is seeking a Financial Analyst to join the Toronto debt finance team. This role will appeal to you if you possess a true sense of ownership, take great pride in the quality…
Added 1 day ago
GL
Senior Financial Analyst, Commercial
Glass Lewis & Co
Toronto, ON
- $95,000 to $110,000 CAD / year
We are seeking a highly analytical and business-oriented Senior Commercial Financial Analyst to support strategic decision-making across our Go-To-Market (GTM) organization. This role will…
Added 1 day ago
C
Analyst, Client Experience
CIBC
Toronto, ON
- Full-time
…(CSC) and progress toward completing the Chartered Financial Analyst (CFA) or Canadian Investment Manager (CIM) programs is an…
Added 1 day ago
SC
Analyste d'Affaires Finance (Intermédiaire)
SII Canada
Montreal, QC
- Full-time
Connaissance approfondie des produits des marchés de capitaux, notamment des opérations de financement garanties, des produits

CI Financial

Financial & Tax Reporting Analyst

Toronto, ON, Canada

The anticipated base salary range for this position is $70,000 to $95,000. · 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 $70,000 to $95,000.
Job type: Full-time
Posting language: English
Posted: Oct 29, 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.

JOB OVERVIEW

The Mutual Fund & ETF Tax Analyst is responsible for supporting the tax operations, analysis and reporting requirements of mutual funds and exchange-traded funds (ETFs).

The role combines fund tax/product knowledge with strong technical and data-analysis capabilities. The successful candidate will work with large volumes of financial and tax data, perform reconciliations and tax calculations, identify data anomalies, and develop efficient and automated solutions to improve the accuracy, scalability and control of fund tax processes.

This position is particularly suited to an individual who is highly analytical, technically curious and interested in applying Excel, Power Query, SQL, Python, Power BI and automation tools within an investment management environment.

What you will do:

Fund Tax Analysis

Support the preparation and review of tax calculations for mutual funds and ETFs.
Assist with the analysis of investment income, capital gains and losses, distributions, expenses and other tax-related fund activity.
Support year-end tax processes, including distribution planning, tax reporting and investor tax information.
Analyse tax characteristics of securities and investment transactions, including equities, fixed income, derivatives and foreign investments.
Maintain and reconcile tax data used in fund-level calculations.
Assist with analysis of book-to-tax differences and other tax adjustments.
Support tax-related analysis for new funds, fund launches, mergers, terminations and other product events.

Tax Data Quality & Controls

Reconcile tax information between fund accounting records, custodians, tax systems and other data sources.
Investigate and resolve differences in positions, transactions, income, distributions and tax attributes.
Perform reasonability checks and trend analysis across funds.
Develop exception-based reporting that allows the team to focus on higher-risk items rather than manually reviewing entire datasets.
Maintain evidence supporting tax calculations, reconciliations and reviews.
Support internal controls over tax reporting and tax-related financial information.

Fund Tax Operations

Work with Fund Accounting, Investment Operations, Finance, Product, Legal and external service providers to support fund tax requirements.
Coordinate with fund administrators, custodians and external tax advisers to investigate tax-related issues and data discrepancies.
Assist with requests from auditors and other internal or external stakeholders.
Support the implementation and testing of system changes affecting tax calculations or tax data.
Participate in projects designed to improve the fund tax operating model and increase automation.

What you will bring:

The ideal candidate will have experience with several of the following:

Core

Microsoft Excel, advanced level
Power Query
PivotTables and advanced formulas
Large dataset manipulation and reconciliation
Data validation and exception reporting

Highly desirable

SQL
Python, particularly pandas or similar data-analysis libraries
Power BI
Power Pivot / data modelling
Microsoft Power Automate

Additional assets

Experience working with fund accounting, portfolio accounting, custody or investment management systems
Experience extracting data from databases or data warehouses
Understanding of APIs or structured data formats
Experience designing automated workflows and controls
Familiarity with artificial intelligence and Copilot-enabled productivity tools

Qualifications

Bachelor's degree in accounting, finance, business, economics, computer science, data analytics or a related discipline.
Approximately 2–5 years of relevant experience in investment management, fund accounting, fund administration, taxation, finance or financial data analysis preferred.
Exposure to mutual funds or ETFs would be an asset.
Canadian investment fund tax knowledge would be an asset, but candidates with strong financial data and technical skills who demonstrate an ability to learn fund taxation should also be considered.
CPA studies, CPA designation or relevant tax education would be an asset but are not necessarily required.

Key Competencies

Strong analytical and problem-solving abilities.
Exceptional comfort working with data and technology.
Ability to understand complex calculations and translate them into structured, repeatable processes.
Strong attention to detail and ability to identify unusual results or data inconsistencies.
Ability to investigate issues independently and determine root causes.
Strong documentation and control mindset.
Ability to communicate technical or tax concepts clearly to non-tax stakeholders.
Interest in continually improving and automating processes.

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 $70,000 to $95,000. 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.

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 analyst will support tax operations, analysis, and reporting for mutual funds and ETFs, including performing reconciliations and tax calculations. They will also develop automated solutions to improve the accuracy and scalability of fund tax processes.

Requirements

Candidates should have a bachelor's degree in a relevant field and approximately 2–5 years of experience in investment management or fund accounting. Strong technical skills in Excel, SQL, and Python are highly desirable, along with an analytical mindset.

Skills

Excel
Power Query
SQL
Python
Power BI
Data analysis
Fund accounting
Tax reporting
Reconciliation
Automation
Financial data analysis
Pandas
Data modeling
Power Automate
Investment management

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

Mutual funds
ETFs
Tax operations
Financial reporting
Data analysis
Reconciliation
Automation
Excel
Power Query
SQL
Python
Pandas
Power BI
Power Automate
Investment management
Fund accounting
Capital gains
Tax calculations
Data validation
Internal controls
CPA
Derivatives
Fixed income
Equities
Artificial intelligence
Copilot
APIs
Data modeling
Portfolio accounting
Custody systems

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Jobs in Canada