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Added 1 min ago
YO
Payroll and HRIS Specialist
YMCA of Southern Interior BC
Kelowna, BC
- Full-time
Administer, process, and audit bi-weekly payroll for 600+ employees, including earnings, deductions, pension contributions, and statutory remittances.
Added 1 min ago
M
Senior Financial Planning Analyst
MDA
Brampton, ON
- Full-time
We are seeking an experienced professional to join us in an exciting role that provides exposure to a wide range of MDA Financial & Operational activities. The successful candidate for this…
Added 1 min ago
KC
Manager, Accounting
Kindred Credit Union
Kitchener, ON
- Full-time
Support audit and reporting. Coordinate supporting schedules and responses to external audit requests, and contribute to regulatory and Board reporting in line with applicable requirements…
Added 1 min ago
WT
Senior Software Developer, People Intelligence
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Remote, Canada
- $151,200 to $189,000 CAD / year
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Build with security in mind from the first commit, including role and reporting-line access, protection for compensation and performance data, and an audit trail on every change.
Added 16 mins ago
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- $61,000 to $71,000 CAD / year
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Licenses / Certifications Progress toward a relevant professional certification such as CCP, GRP is an advantage
Added 16 mins ago
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Added 16 mins ago
Accounting Analyst
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Added 16 mins ago
MI
Manager Cash Control & Reporting
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- Full-time
Ensuring all cash handling activities adhere to company policies, legal requirements, and internal audit guidelines.
Added 16 mins ago
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Support audit, controls, and operational reporting requirements as needed.
Added 16 mins ago
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…contribute to safe and efficient operations. We support the professional aspirations of our team through training, development, and a comprehensive compensation…
Added 16 mins ago
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Accounts Receivable Analyst
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Maintain organized electronic records to ensure audit readiness and traceability,
Added 16 mins ago
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SAP S4/HANA EAM (PM) Consultant
IBM
Calgary, AB
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Added 46 mins ago
Director, Financial & Business Analytics
University of Toronto
Toronto, ON
University degree and completion of a recognized professional accounting program (CMA, CGA, or CA), or equivalent combination of education and experience
Added 46 mins ago
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Training Superintendent
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- Full-time
…contribute to safe and efficient operations. We support the professional aspirations of our team through training, development, and a comprehensive compensation…
Added 46 mins ago
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Accounting Technician
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Added 46 mins ago
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Manager or Senior Manager, Tax (Private & International)
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Senior Audit and Assurance Accountant
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Added 46 mins ago
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Senior Audit Associate
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This is an excellent opportunity for an experienced audit professional looking to take the next step in their public accounting career. The successful candidate will lead larger and more…
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Senior Accountant, Audit & Accounting
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We are looking for a Senior Accountant - Audit & Accounting to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next.…
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Senior Associate, Tax (Public Company)
McGovern Hurley LLP
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Strategist, Shopping & Marketplace (Remote Canada) - Future Opening
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Contribute to audit deliverables, sales enablement, and internal training
Added 1 hour ago
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Account Strategist, Commerce (Remote Canada) - Future Opening
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Contribute to audit deliverables, sales enablement, and internal training
Added 1 hour ago
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Manager or Senior Manager, Tax (Public Company)
McGovern Hurley LLP
Toronto, ON
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Founded in 1980, McGovern Hurley has grown into a leading mid-sized CPA firm, delivering tailored audit and assurance, tax advisory, reporting and compliance, and consulting services to…

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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