Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 14 mins ago
EI
Proposal Specialist
EBC Inc.
Mississauga, ON
- Full-time
As a Proposal Specialist, you are responsible for the development and submission of prequalification and proposal responses and related documents and presentations. This includes 1)…
Added 14 mins ago
C
Talent Acquisition Specialist
Convergint
Calgary, AB
- Full-time
Build strong relationships with the Human Resources Business Partners and hiring managers to ensure process and procedures are being followed.
Added 44 mins ago
HT
Advanced Applications Blow Molding Specialist
Husky Technologies
Bolton, ON
- Full-time
We are currently seeking a Stretch Blow Molding Specialist to join our Advanced Solutioning team. You will be working alongside our process, application, melt delivery and technology teams…
Added 44 mins ago
EI
Product Specialist (QC) - 12 month contract
Echelon Insurance
Quebec, QC
- Contract
Act as SME in Insurance products and services primarily for the lines of business, acting as key point of contact
Added 44 mins ago
TS
Accounts Payable Specialist
The Staffing Alternative
Oakville, ON
- Full-time
supplier invoices including data entry, coding, and approval routing
Added 1 hour ago
ZC
Statistical Reporting Specialist
Zurich Canada
Toronto, ON
- Full-time
Interpret evolving regulatory requirements and translate them into business rules, data requirements, controls and reporting approaches.
Added 1 hour ago
CN
Performance Assurance Specialist
Canadian Nuclear Laboratories
Pinawa, MB
- Full-time
…Project? If you answered yes, as the Performance Assurance Specialist, you would play a key role in improving performance assurance programs, promoting Human Performance principles, and…
Added 1 hour ago
HÉ
Public Tenders Specialist
Harnois Énergies
Joliette, QC
- Full-time
As a Public Tenders Specialist, you will play a key role in managing public sector tenders. You will be responsible for the analysis, preparation, and submission of bids, while actively…
Added 1 hour ago
B
Key Account Specialist, Ophthalmology - Southwestern Ontario
Bayer
Mississauga, ON
- Full-time
Bayer is seeking a knowledgeable and passionate Key Account Specialist to join our Ophthalmology team in the Southwestern Ontario Territory. This role requires a strong understanding of…
Added 1 hour ago
MP
Pharmacy Data Specialist
MediSystem Pharmacy
Mississauga, ON
- Full-time
As a Pharmacy Data Specialist, you will use your Pharmacy Assistant expertise within the pharmacy industry to specialize in the inputting of prescriptions into MediSystem Pharmacy's…
Added 1 hour ago
R
Quality Assurance (QA) Analyst
Raise
Burnaby, BC
- Full-time
4+ years of dedicated experience as a QA Analyst, Data Quality Analyst, or Business Intelligence QA Specialist.
Added 1 hour ago
SO
Talent Acquisition & HR Specialist
Source Office Furniture & Systems Ltd.
Burnaby, BC
- Contract
At Source Office Furniture, we're looking for a Talent Acquisition & HR Specialist to join our Burnaby headquarters for a 12-month maternity leave contract.
Added 1 hour ago
MP
Pharmacy Data Specialist
MediSystem Pharmacy
Richmond, BC
- Full-time
As a Pharmacy Data Technician, you will use your Pharmacy Assistant expertise within the pharmacy industry to specialize in the inputting of prescriptions into MediSystem Pharmacy's…
Added 1 hour ago
Customer Success Specialist
West Coast Reduction Ltd.
Vancouver, BC
The Customer Success Specialist is responsible for executing Beyond Oil pilots, customer onboarding, training, product adoption, deliveries and ongoing field support for restaurant and…
Added 1 hour ago
HA
Sr Trade Compliance Analyst
Honeywell Aerospace
Mississauga, ON
- Full-time
Validate the legality of each transaction and the accuracy of submitted trade data.
Added 1 hour ago
OH
Payroll Specialist
Ontario Health atHome
Toronto, ON
- Full-time
Are you an experienced Payroll Specialist who takes pride in accuracy, accountability, and attention to detail? Do you thrive in an independent role where you can take full ownership of the…
Added 1 hour ago
F
Spécialiste, Rémunération globale (avantages sociaux et rémunération) / Total Rewards Specialist (benefits & compensation)
Fasken
Toronto, ON
- Full-time
Added 1 hour ago
F
Spécialiste, Rémunération globale (avantages sociaux et rémunération) / Total Rewards Specialist (benefits & compensation)
Fasken
Montreal, QC
- Full-time
Added 1 hour ago
Cyber Security Specialist - L2
Global Relay
Vancouver, BC
As a Cyber Security Specialist - L2, you'll provide second-level response to security threats and vulnerabilities. You'll analyze event logs, system logs, and other data sources to…
Added 1 hour ago
GR
Cyber Security Specialist - L2
Global Relay
Vancouver, BC
- Full-time
As a Cyber Security Specialist - L2, you'll provide second-level response to security threats and vulnerabilities. You'll analyze event logs, system logs, and other data sources to…
Added 1 hour ago
CI
Payroll Specialist
CyberX Info System
Mississauga, ON
- Full-time
…of Excellence (RCoE)), who provide HR and Payroll support to business teams across the Canada and the United States. Working a hybrid schedule, you will serve as a Senior Level Payroll…
Added 1 hour ago
LC
Vendor On-boarding Specialist
Loblaw Companies Limited
Brampton, ON
- Full-time
The Vendor Onboarding Specialist role is responsible for onboarding Merchandising Vendors across the enterprise. Reporting to the Senior Manager, the candidate will manage the Vendor…
Added 2 hours ago
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 2 hours ago
AG
Program Specialist II
Allegis Global Solutions
Mississauga, ON
- Full-time
Program Specialist I responsibilities by proactively identifying process improvements, mentoring junior team
Added 2 hours ago
SP
Digital Experience & Customer Marketing Specialist
Superior Propane
Toronto, ON · Greater Toronto and Hamilton Area, ON
- Full-time
…the role turns customer insights, feedback, and behavioural data into practical digital experience improvements, coordinated communications, onboarding activity, and engagement initiatives…

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

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job