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Added 25 mins ago
A
New Accounts Administrator
Aviso
Vancouver, BC
- $46,000 to $55,000 CAD / year
- Full-time
Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset
Added 25 mins ago
SI
Analyst - Principal Investments
Stalwart Insurance Group
Vancouver, BC
- Full-time
Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations.
Added 1 hour ago
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Project Manager
Wellington-Altus
Toronto, ON
- Full-time
Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top…
Added 1 hour ago
CF
Private Client Operations Specialist
CI Financial
Toronto, ON
- Full-time
Provide prompt and courteous service to Financial Advisors, Investment Counsellors, Client Service, Wealth Planners, Custodians and other internal departments via phone and email on…
Added 1 hour ago
WR
Vice President, Real Estate Debt & Financing
Wealthy Recruiting
Montreal, QC
- Full-time
This is a highly visible and hands-on leadership position. The VP will serve as a key point of contact with banks, insurance companies, credit funds, private lenders, mortgage brokers, and…
Added 2 hours ago
SL
Advisor
Sun Life Insurance & Investments
Richmond Hill, ON
- Full-time
Recommend and implement suitable insurance and investment products that align with this financial roadmap.
Added 2 hours ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
clients and Investment Advisors by developing comprehensive financial plans
Added 3 hours ago
Service Support Associate
The Canada Life Assurance Company
Toronto, ON
…verbally and in writing with plan administrators as well as advisors in the processing and ongoing maintenance of our employee benefits…
Added 3 hours ago
MF
Director, Citizen Development & Employee Technology Experience Pod Owner
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 4 hours ago
SL
SUN LIFE FINANCIAL ADVISOR - Quebec
Sun Life
Blainville, QC · Brossard, QC · Gatineau, QC · Laval, QC · Levis, QC · Montreal, QC · Pointe-Claire, QC · Quebec, QC · Rimouski, QC · Rouyn-Noranda, QC · Saguenay, QC · Saint-Jean-sur-Richelieu, QC · Sherbrooke, QC · Terrebonne, QC · Trois-Rivières, QC · Canada Quebec Leclerc Region Career Sales Force Location
- Full-time
Recommend and implement suitable insurance and investment products that align with this financial roadmap.
Added 4 hours ago
U
Human Resources Manager
Univeris
Toronto, ON
- Full-time
…financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit…
Added 4 hours ago
U
Human Resources Manager
Univeris
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
…financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit…
Added 5 hours ago
A
New Accounts Administrator
Aviso
Toronto, ON
- $46,000 to $55,000 CAD / year
- Full-time
Successful completion of the Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) course is an asset
Added 6 hours ago
CF
IFM Associate
CI Financial
Toronto, ON
- Full-time
…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…
Added 7 hours ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Added 7 hours ago
T
Vice President, ETF Distribution, Eastern Canada
TD
Montreal, QC
- Full-time
TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and…
Added 8 hours ago
IF
Senior Product Development Analyst
iA Financial Group
Quebec, QC
- Full-time
…the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth…
Added 11 hours ago
NB
Head of Compliance NBFWM
National Bank of Canada
Montreal, QC
- Full-time
NBFWM is one of Canada’s largest investment dealers and is distinguished by its entrepreneurial business model. By supporting nearly 950 investment advisors with diverse business practices,…
Added 11 hours ago
NB
Contract Implementation Coordinator
National Bank of Canada
Montreal, QC
- Full-time
National Bank Insurance offers financial services and distributes individual insurance, group insurance, and investment products through a network of financial security advisors operating…
Added 16 hours ago
D
Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 21 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…what we provide for our clients – including wealth planning, investment advice, retirement savings, estate planning, and protection…
Added 21 hours ago
TW
Wealth Planner
Thrive Wealth Management
Regina, SK
- Full-time
Identifying opportunities for asset consolidation, insurance solutions, and additional planning needs, and partnering with advisors to bring those opportunities to life.
Added 21 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
…what we provide for our clients – including wealth planning, investment advice, retirement savings, estate planning, and protection…
Added 21 hours ago
BA
RIBO Licensed Insurance Broker
BIG Acton
Acton, ON
- Contract
Every client you earn, every relationship you strengthen, and every renewal you retain represents an investment of your time and expertise. At Billyard Insurance Group – Acton, that effort…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Support investment advisors in providing superior customer service and be available to meet client requests

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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