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Added 5 mins ago
FL
Experienced Associate, Audit
Fuller Landau
Toronto, ON
- Full-time
Identify accounting issues and collaborate with Senior Associate or Manager to develop work plans
Added 5 mins ago
SD
Gérant(e) de l’avant du magasin, salarié(e) – PHX temps plein jour Embauche feu vert
Shoppers Drug Mart
St.-Jean-Chrysostome, QC
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 20 mins ago
DM
Insurance Claims and Loss Litigation Associate
Davis Martindale LLP
London, ON
- Full-time
Davis Martindale is one of the most recognizable accounting firms in Southwestern Ontario. For over 60 years, we have proudly served and responded to the needs of our clients.
Added 20 mins ago
AA
Associate Portfolio Manager
Accounting Advantage
Toronto, ON · Greater Toronto Area, Canada
- $100,000 to $300,000 CAD / year
- Full-time
Added 20 mins ago
BC
Project Associate (Permanent)
Babcock Canada Inc.
Victoria, BC
- Full-time
A Bachelor’s degree, college diploma, or certificate in Administration, Business Management, Engineering, Accounting, or a related field
Added 21 mins ago
Customer Experience Associate - Carling & Kirkwood (22.5 hours/week)
Scotiabank
Ottawa, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 21 mins ago
Customer Experience Associate - McKenzie Town Centre Branch, AB (18.75 hours/week)
Scotiabank
Calgary, AB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 21 mins ago
Customer Experience Associate - Mississauga & Sandalwood (15 Hours/Week)
Scotiabank
Brampton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 21 mins ago
Customer Experience Associate - Mississauga & Sandalwood (11.25 hours/week)
Scotiabank
Brampton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 36 mins ago
J
Associate Counsel (Remote)
Jerry.ai
Remote, Canada
- $105,000 to $150,000 USD / year
- Full-time
- Remote
…regulatory, consumer protection, and product questions. As our Associate Counsel, you’ll report directly to our Legal Counsel and work with teams across Jerry to turn complex legal issues…
Added 50 mins ago
RC
Renewable Energy Analyst (Remote Working)
Renewable Careers
Canada
- Full-time
Carbon Accounting & Reporting: Assist in compiling and verifying Scope 1, 2, and 3 greenhouse gas (GHG) emissions inventories using enterprise sustainability software.
Added 51 mins ago
S
Customer Experience Associate - Mississauga & Sandalwood (15 Hours/Week)
Scotiabank
Mississauga, ON
- Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 51 mins ago
IG
Sr Financial Analyst / Associate Finance Manager
Insight Global
Vaughan, ON
- $80,000 to $100,000 CAD / year
- Full-time
We are seeking a Senior Financial Analyst / Associate Finance Manager-level professional to support a Direct Fulfillment and customer delivery organization.
Added 51 mins ago
T
CRM Business Analyst - TD Asset Management
TD
Toronto, ON
- Full-time
As a Salesforce Associate, Business Analyst, you serve as a key liaison between the Journey Pod (Ops), Business stakeholders, Technology teams, and Quality Assurance. In this role, you…
Added 51 mins ago
S
Customer Experience Associate - Mississauga & Sandalwood (11.25 hours/week)
Scotiabank
Mississauga, ON
- Full-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 51 mins ago
UO
Intermediate Administrator, Finance
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
Reporting to the Associate-Supervisor of Finance, the incumbent will perform a variety of activities to support the financial operations of the sector while ensuring compliance with related…
Added 51 mins ago
T
Customer Experience Associate
TD
Little Current, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 51 mins ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
Mississauga, ON
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 51 mins ago
C
Client Engagement Associate - Part-time (20 hours/week)
CIBC
Windsor, ON · Tecumseh & Lauzon Banking Cent
- Part-time
…their day-to-day banking needs. As a Senior Client Engagement Associate, you'll lead by example in delivering exceptional client experiences while mentoring and supporting the Client…
Added 51 mins ago
T
Personal Banking Associate Trainee - Mandarin and/or Cantonese Language Skills Considered an Asset
TD
Burnaby, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
Added 1 hour ago
S
Customer Experience Associate, Casual Part time, Westgate Plaza, Saskatoon
Scotiabank
Saskatoon, SK
- Part-time
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
MH
Senior Associate, Tax (Private & International)
McGovern Hurley LLP
Toronto, ON
- Full-time
As McGovern Hurley’s next Senior Tax Associate on the Private & International Tax team, you’ll take your expertise beyond compliance into strategic advisory, supporting complex engagements…
Added 1 hour ago
MH
Manager or Senior Manager, Tax (Private & International)
McGovern Hurley LLP
Toronto, ON
- Full-time
As McGovern Hurley’s next Senior Tax Associate on the Private & International Tax team, you’ll take your expertise beyond compliance into strategic advisory, supporting complex engagements…
Added 1 hour ago
PA
Senior Audit Associate
Permasearch, a TPI Company
Burlington, ON
- $80,000 to $95,000 CAD / year
- Full-time
Our client, a leading independent Public Accounting firm, is seeking a dynamic, motivated, and service-oriented Senior Audit Associate to join their growing team in Burlington, Ontario.

CI Financial

IFM Associate

Toronto, ON, Canada

The anticipated base salary range for this position is $42,500 to $71,000. · Full-time

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Job details

Pay: The anticipated base salary range for this position is $42,500 to $71,000.
Job type: Full-time
Experience: 1-2 years of experience in the investment industry or related field
Posting language: English
Posted: Nov 2, 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 hiring for a full–time IFM Associate to join the IFM team in Toronto. In this dynamic role, the successful candidate will be exposed, and provide service, to many functional areas of the dealer’s front, middle and back-office operations. Key responsibilities include supporting the fund operations team with audit, money moves, pricing reviews in addition to other day-to-day duties as assigned and manage Dealer relationships. Reporting directly to our Director of Investment Funds Management (IFM), the successful candidate will assist in the development of the IFM and UMA (Unified Managed Account) platform and act as a liaison with third party service providers and Aligned Capital Partner advisors and portfolio managers.

What You Will Do

Manage money moves related to fund custody accounts
Handle trade cancellations, corrections and backdates
Review and reconcile daily, weekly, and monthly fund prices provided by our third-party fund administrator
Assist with quarterly compliance reporting and reviews
Manage fund audits and regulatory filings for IIROC and the OSC
Acquire a thorough understanding of the many functional areas of Dealer operations, with the goal of being an active member in evolving internal platforms
Provide reporting to various team members and functional units within the organization
Liaise with third-party fund managers, service providers and internal teams, advisors, and portfolio managers
Own and action inquiries in a timely manner

You Will Bring

1-2 years of experience in the investment industry or related field
Proficiency in Excel
Excellent organization and communication skills
Initiative and the ability to work independently within an overarching team structure
Critical thinking and sound judgement
An open mind with a desire to learn and drive business results
Completion of the Canadian Securities Course (CSC) is an asset

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 $42,500 to $71,000. 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.

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More about this job

Responsibilities

Manage fund custody money movements, trade corrections, fund price reviews and reconciliations, audits, compliance reporting, and regulatory filings. Coordinate with fund managers, service providers, advisors, portfolio managers, and internal teams while supporting the development of IFM and UMA platforms.

Requirements

Candidates should have 1–2 years of experience in the investment industry or a related field, proficiency in Excel, and strong organizational and communication skills. The role also calls for initiative, independent work within a team, sound judgment, critical thinking, and a willingness to learn; completion of the Canadian Securities Course is an asset.

Skills

Excel
Fund Operations
Money Movement Processing
Trade Cancellations and Corrections
Fund Pricing Review
Reconciliation
Compliance Reporting
Fund Audits
Regulatory Filings
Dealer Operations
Relationship Management
Third-Party Provider Liaison
Reporting
Organization
Communication
Critical Thinking

Benefits

Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plans
Paid Leave
Education Programs
Paid Holidays
Vacation Time
Training Reimbursement
Employee Savings Plan
Corporate Discounts
Enhanced Group Benefits
Parental Leave Top-Up
Paid Volunteer Time
Bonus Program

Visa sponsorship

Not detected in the job text

Keywords

Investment Funds Management
Unified Managed Accounts
Fund Operations
Fund Custody Accounts
Money Movements
Trade Cancellations
Trade Corrections
Backdating
Fund Pricing
Price Reconciliation
Compliance Reporting
Fund Audits
Regulatory Filings
IIROC
Ontario Securities Commission
Dealer Operations
Third-Party Fund Administrators
Fund Managers
Service Providers
Financial Advisors
Portfolio Managers
Excel
Canadian Securities Course
Investment Industry

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