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Added 33 mins ago
SD
Étudiant(e) en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
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Added 33 mins ago
HE
Chief Engineer
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- Full-time
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Added 33 mins ago
SO
Bilingual Microsoft 365 Trainer
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Toronto, ON
- $68,000 to $80,000 CAD / year
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Added 33 mins ago
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Added 33 mins ago
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Project Associate (Permanent)
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- Full-time
Perform other duties as reasonably assigned to support business needs
Added 33 mins ago
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Added 48 mins ago
Retail Sales & Delivery Associate
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F&
Full-Time Retail Sales & Delivery Associate
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- Full-time
The Retail Sales & Delivery Associate plays a dual role in delivering a consistent and elevated guest experience across both the retail floor and scheduled deliveries. This position is…
Added 48 mins ago
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Associate Optometrist
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Added 48 mins ago
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AVP, Broker Marketing
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As Associate Vice President, Definity Insurance Brand & Broker Marketing, you will lead the strategy and execution of initiatives that elevate the Definity brand, strengthen broker…
Added 48 mins ago
SB
Retail Sales Supervisor
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Added 48 mins ago
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Resourcing and Deployment Senior Associate, Assurance (Bilingual FR/EN)
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- Full-time
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Added 48 mins ago
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Associate Product Manager - Residential Locks
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- $70,000 to $80,000 CAD / year
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New Product Development - Support Stage Gate projects from concept to commercialization, including business cases, benchmarking, supplier targets, launches, specifications, packaging, and…
Added 1 hour ago
JI
Yard Associate
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As a Yard Associate, you’ll play a key role in delivering exceptional service to our customers by assisting with product selection, loading, and ensuring a safe and organized yard…
Added 1 hour ago
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Associate Dentist - Clarmain Dental
dentalcorp
Burlington, ON · Clarmain Dental Centre
- Part-time
Associate Development Program: A structured yet flexible learning initiative with curated offerings from top clinicians and mentors where you will receive individualized learning &…
Added 1 hour ago
C
Client Engagement Associate - Part-time (15 hours/week)
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Lacombe, AB
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 1 hour ago
CF
IFM Associate
CI Financial
Toronto, ON
- Full-time
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…
Added 1 hour ago
C
Associate, Oversight - Global Asset Management
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Toronto, ON
- Full-time
CIBC Global Asset Management’s Chief Operating Office supports the business through strong oversight, proactive risk management, and a well-controlled operating environment. As an…
Added 1 hour ago
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Client Engagement Associate - Part-time (15 hours/week)
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Brampton, ON
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Added 1 hour ago
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Added 1 hour ago
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- Full-time
As the Associate Business Rating Analyst you will assist in analyzing, developing and programming business requirements, as well as testing, validating, implementing and documenting rating…
Added 1 hour ago
MI
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MUFG Investor Services
Toronto, ON
- $72,000 to $105,600 CAD / year
- Full-time
The Senior Associate will play a key role in the delivery of fund administration services to private market clients with a focus on real asset structures. This role is responsible for…
Added 1 hour ago
OF
Membership Sales Associate
Orangetheory Fitness 10033
Newmarket, ON
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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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