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Added 5 mins ago
HS
Nurse - Temporary Casual 6 months
Hopewell Support Services
Ariss, ON
- Part-time
Employee Assistant Program coverage for all employees.
Added 5 mins ago
HS
Nurse - Temporary Part Time
Hopewell Support Services
Ariss, ON
- Part-time
Employee Assistant Program coverage for all employees.
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B
Learning Specialist
Benevity
Remote, Canada
- Full-time
- Remote
As a Learning Specialist, you’ll deliver learning and enablement experiences that help Benevity-ites build skills and do their best work. You’ll run Launchpad, our week-long new hire…
Added 5 mins ago
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Product Management Specialist – Medium Voltage
Rockwell Automation
Cambridge, ON · Canada Cambridge (Dundas)
- $63,600 to $79,500 CAD / year
- Full-time
As a Product Management Specialist at Rockwell Automation, you will support the development and execution of product and marketing strategies for our Medium Voltage Drive products with…
Added 5 mins ago
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Program Specialist II
Allegis Global Solutions
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- Full-time
The Program Specialist II serves as a strategic partner to client hiring managers and staffing vendors,
Added 20 mins ago
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Digital Experience & Customer Marketing Specialist
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Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
…accounts & maternity leave top-up. Access our employee assistance program for confidential counseling, mental health support, and various resources to help you navigate life’s…
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Event Management & Community Engagement Specialist
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- Full-time
We are seeking an Event Management & Community Engagement Specialist to join our corporate team. This role plans and executes corporate, industry, customer, employee, and community events…
Added 20 mins ago
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Seasonal Retail Sales Consultant - Part Time - Scarborough Town Centre, ON
Swarovski
Toronto, ON · Scarborough, CAN
- Part-time
Pay range 18.48 - 22.18 Hourly with the ability to participate in a sales incentive bonus pay program. The compensation displayed is a good faith estimate for this position.
Added 20 mins ago
S
Seasonal Retail Sales Consultant - Part Time - Scarborough Town Centre, ON
Swarovski
Toronto, ON · Scarborough, CAN
- Part-time
Pay range 18.48 - 22.18 Hourly with the ability to participate in a sales incentive bonus pay program. The compensation displayed is a good faith estimate for this position.
Added 20 mins ago
SL
Senior Specialist, Supplier Strategy & Integration
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Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
The Senior Specialist, Supplier Strategy & Integration supports supplier relationship governance across an assigned portfolio of suppliers and contributes to the research, analysis and…
Added 20 mins ago
Client Service Specialist ID #1669
YMCA of Simcoe/Muskoka
Parry Sound, ON
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Added 20 mins ago
TS
Community Engagement Coordinator
The Salvation Army Canada and Bermuda Territory
Salmon Arm, BC · New Hope Community Church - Salmon Arm
- Full-time
…The Salvation Army's strategic goals. Community Engagement Specialist responsibilities are related to community engagement program development through identifying and utilizing various…
Added 20 mins ago
Cyber Security Specialist - L3
Global Relay
Vancouver, BC
The Cyber Security Specialist - L3 ensures the deployment, operations and continuous improvement of security tools, technologies and processes that protect Global Relay, including the…
Added 21 mins ago
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Tax Specialist
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Campbell River, BC
- $90,000 to $120,000 CAD / year
- Full-time
This Tax & Audit Specialist opportunity is ideal for a tax professional with approximately 3–4+ years of Canadian tax experience who is looking to transition from public practice into an…
Added 21 mins ago
TS
Community Engagement Coordinator
The Salvation Army in Canada
Salmon Arm, BC
- Full-time
…The Salvation Army's strategic goals. Community Engagement Specialist responsibilities are related to community engagement program development through identifying and utilizing various…
Added 21 mins ago
TH
Loss Prevention Specialist Full Time- 6 Month Contract (WHITBY NORTH)
The Home Depot Canada
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The Asset Protection Specialist (APS) is primarily responsible for preventing financial loss caused by theft and fraud, organized retail crime and supporting safety and environmental…
Added 21 mins ago
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Employee Experience Manager
Saliance Global Holdings Co. Ltd
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…of the department head’s team, and acts as a subject matter specialist for the Senior Leadership Team and GM. With a hospitality focus, you will work closely with business leaders,…
Added 21 mins ago
AG
Program Specialist II
Allegis Global Solutions
Mississauga, ON
- Full-time
The Program Specialist II serves as a strategic partner to client hiring managers and staffing vendors,
Added 21 mins ago
TH
Loss Prevention Specialist Full Time
The Home Depot Canada
Mississauga, ON
- Full-time
The Asset Protection Specialist (APS) is primarily responsible for preventing financial loss caused by theft and fraud, organized retail crime and supporting safety and environmental…
Added 21 mins ago
GR
Cyber Security Specialist - L3
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The Cyber Security Specialist - L3 ensures the deployment, operations and continuous improvement of security tools, technologies and processes that protect Global Relay, including the…
Added 35 mins ago
A
Spécialiste Intégration Multi-Systèmes / Multi-System Specialist
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Added 35 mins ago
EB
Associate Director, Internal Audit AML/ATF/SE
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Develop a Risk and Control assessment for each individual audit engagement to guide the development of each audit program.
Added 35 mins ago
NF
Category Specialist - Contract
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Surrey, BC
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We are seeking a Category Specialist to support our Corporate Purchasing team Surrey, BC.
Added 35 mins ago
SD
Beauty Specialist, Hourly Full Time Flexible Shifts
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Promotes sales through encouraging customers to participate in the PC Optimum program
Added 35 mins ago
M
Manager, Tax / Directeur(trice), Fiscalité
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Completion of Level 1 of In-depth Tax Program and other specialist development courses

CI Financial

Private Client Operations Specialist

Toronto, ON, Canada

The anticipated base salary range for this position is $34,320 to $58,500. · Full-time

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Job details

Pay: The anticipated base salary range for this position is $34,320 to $58,500.
Job type: Full-time
Apply by: Dec 2, 2026
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 seeking a Private Client Operations Specialist to join our CIIS Reconciliation team. In this role, the successful candidate is expected to provide prompt and courteous service to our internal and external partners, which includes our custodians, Investment Counselors, and their Assistants. Primary duties include providing reconciliation support on all Financial and Non-Financial transactions for our private client accounts. Main areas of responsibility include: daily reconciliation of cash, assets and book values between our internal systems and our custodians, providing analytical support and resolution on ad hoc reconciliation issues, identifying workflow inefficiencies and participate in enhancement projects as required. Our team takes great pride in providing high quality work and service for our high-net-worth clientele under the CI Assante Private Client and CI Private Wealth platforms.

WHAT YOU WILL DO

Ensure daily financial/non-financial requests and integrity reports are acted upon in a timely manner and with exceptional accuracy.
Duties may include: reconciling account and ACB values with custodial records daily; setting up securities, accounts, and transactions in our internal systems where required; working with internal and external partners to investigate and resolve discrepancies in a timely manner and with the utmost accuracy for our high-net-worth client portfolios; identifying trends on issues and providing solutions as required.
Provide prompt and courteous service to Financial Advisors, Investment Counsellors, Client Service, Wealth Planners, Custodians and other internal departments via phone and email on account-specific inquiries.
Review all incoming requests and ensure all business and compliance procedures are adhered to.
Investigate account-related problems, analyze, make recommendations, and implement the best-possible agreed-upon solution for the client in a timely manner.
Handle escalated issues and ensure regular follow up and prompt resolution is achieved. Ensure proactive escalation of issues on matters requiring management’s attention.
Support team with quality control efforts and assist in other Private Client/CIIS desks or special projects throughout the year as assigned.

WHAT YOU WILL BRING

Post-secondary education in Business or a related discipline
Experience within the financial services industry in an administration/service role considered an asset
Mutual funds/securities knowledge and related industry courses (CSC, IFIC Operations, etc.) is an asset
Working knowledge of day-to-day operations/administration of client accounts, with strong analytical, problem solving and good arithmetic skills
Strong and accurate alphanumeric data entry skills and customer service mindset
High degree of accuracy and attention to detail, with the ability to multitask and deliver high quality work under pressure
Proficiency in MS Office (Excel, Outlook and Word)

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 $34,320 to $58,500. 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

Reconcile cash, assets, book values, and account values between internal systems and custodians, and investigate and resolve discrepancies affecting private client portfolios. Respond to account-specific inquiries, follow business and compliance procedures, escalate issues when needed, and support quality control and process improvement projects.

Requirements

Post-secondary education in business or a related discipline is requested, along with strong analytical, problem-solving, arithmetic, data-entry, and customer-service abilities. Financial services experience, mutual funds or securities knowledge, related industry courses, and proficiency in Excel, Outlook, and Word are assets.

Skills

Financial Reconciliation
Account Administration
Cash and Asset Reconciliation
Analytical Problem Solving
Discrepancy Investigation
Customer Service
Attention to Detail
Data Entry
Multitasking
Microsoft Excel
Microsoft Outlook
Microsoft Word
Mutual Funds and Securities Knowledge
Workflow Improvement
Quality Control
Compliance Procedures

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

Visa sponsorship

Not detected in the job text

Keywords

Private Client Operations
Financial Services
Financial Reconciliation
Non-Financial Transactions
Cash Reconciliation
Asset Reconciliation
Book Values
Custodians
Client Accounts
Account Administration
Mutual Funds
Securities
Investment Counselors
Financial Advisors
Client Service
Wealth Management
High-Net-Worth Clients
Compliance Procedures
Discrepancy Resolution
Quality Control
Workflow Improvement
Microsoft Excel
Microsoft Outlook
Microsoft Word
CSC
IFIC Operations

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