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Added 22 mins ago
TS
Disability Support Worker
The Salvation Army Canada and Bermuda Territory
Fort McMurray, AB
- Full-time
…necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging…
Added 36 mins ago
B
Building Enclosure Engineer
BPA
Ottawa, ON · Kanata, ON
- Full-time
Support projects from early planning and schematic design through construction and commissioning.
Added 36 mins ago
AA
Spécialiste Intégration Multi-Systèmes / Multi-System Specialist
Airbus Aircraft
Montreal, QC
- Full-time
Added 36 mins ago
CC
Bilingual Signature Programs, Relay For Life Youth Specialist
Canadian Cancer Society
Montreal, QC
- Full-time
Reporting to the Manager of Relay For Life Youth (RFLY), Signature Programs, the Relay For Life Youth Specialist will work as part of the national RFLY team to actively solicit new business…
Added 36 mins ago
CC
Bilingual Signature Programs, Relay For Life Youth Specialist
Canadian Cancer Society
Quebec, QC
- Full-time
Reporting to the Manager of Relay For Life Youth (RFLY), Signature Programs, the Relay For Life Youth Specialist will work as part of the national RFLY team to actively solicit new business…
Added 52 mins ago
MD
Appeals Officer - Revenue Tax Specialist Senior/Principal
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: Revenue Tax Specialist Senior/Principal
Added 52 mins ago
CC
Supporter Engagement Specialist
Canadian Cancer Society
Quebec, QC
- Full-time
MAKING AN IMPACT The Supporter Engagement Specialist independently solicits and secures support from an account portfolio of donors, participants, companies and third-party groups, to help…
Added 52 mins ago
CC
Specialist, Work Management
Cameco Corporation
Saskatoon, SK
- Full-time
At Cameco we understand the value of a diverse workforce and we embrace, encourage and support workplace inclusion and diversity. New ideas, perspectives, experiences, and expertise make…
Added 52 mins ago
CC
Sr. Specialist, Relay for Life Youth
Canadian Cancer Society
Toronto, ON
- Full-time
Job Title: Senior Specialist, Relay for Life Youth
Added 52 mins ago
BA
Oracle Fusion Specialist/Consultant
Botsford Associates
Toronto, ON
- $50 to $100 CAD / hour
- Contract
We are seeking an adaptable Oracle Fusion Specialist to drive the delivery, optimization, and scaling of our enterprise cloud environment. This is a job-agnostic posting spanning business…
Added 1 hour ago
U
Finance Specialist
UPS
Mississauga, ON
- Full-time
The Finance Specialist supports financial planning, reporting, forecasting, and business decision-making through the analysis of financial and operational data. This role partners with…
Added 1 hour ago
GD
Specialist, Trainer Maintenance
General Dynamics Land Systems–Canada
London, ON
- Full-time
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our…
Added 1 hour ago
R
Financial Security Advisor, Insurance
RBC
Blainville, QC · Boucherville, QC · Brossard, QC · Drummondville, QC · Gatineau, QC · Laval, QC · Levis, QC · Longueuil, QC · Mascouche, QC · Montreal, QC · Pointe-Claire, QC · Quebec, QC · Rimouski, QC · Saint-Constant, QC · Saint-Jérôme, QC · Salaberry-de-Valleyfield, QC · Trois-Rivières, QC · Westmount, QC
- Full-time
Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
Added 1 hour ago
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Insurance Advisor Life, Health & Wealth
RBC
Arnprior, ON · Carleton Place, ON · Cornwall, ON · Kingston, ON · Ottawa, ON · Pembroke, ON
- Full-time
Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
Added 1 hour ago
HP
01 Millwright
Hood Packaging Corporation
Calgary, AB
- Up to $45.66 CAD / hour
- Full-time
…above all, we like to make working here a great career. We support each other. We thrive as a team. We succeed…
Added 1 hour ago
HT
Advanced Applications Blow Molding Specialist
Husky Technologies
Bolton, ON
- Full-time
Title: Advanced Applications Blow Molding Specialist
Added 1 hour ago
LH
Physiotherapist
Lifemark Health Group
Oakville, ON
- $36.92 to $54.14 CAD / hour
- Full-time
Develop personalized, evidence-informed care plans to support individual rehabilitation and wellness goals.
Added 1 hour ago
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Senior Cost Consultant (Estimator/Quantity Surveyor)
BTY Group
Victoria, BC
- $80,000 to $120,000 CAD / year
- Full-time
…discuss ideas, a role to play within an inclusive team, and support for well-being and professional development. Work on high impact engaging projects that support the health of the…
Added 2 hours ago
U
Finance Specialist
UPS
Mississauga, ON
- Full-time
The Finance Specialist supports financial planning, reporting, forecasting, and business decision-making through the analysis of financial and operational data. This role partners with…
Added 2 hours ago
TG
Journeyman Sprinkler Fitter
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Red Deer, AB
- Full-time
Relocation Support Available. A relocation package may be offered for the right candidate.
Added 2 hours ago
CB
Youth Detention Rapid Response Specialist (Spanish Speaking)
Credit Bureau Of Vernon County
Spanish, ON
- Full-time
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Added 2 hours ago
1
Certified Dental Assistant - Queen Street Dental Centre
123Dentist
Toronto, ON · Greater Toronto Area, Canada
- $20 to $23 CAD / hour
- Part-time
We are a busy, multi-disciplinary, general and specialist office located on Queen Street East in the Leslieville neighborhood of Toronto. Join our wonderful, friendly and talented team at…
Added 2 hours ago
C
Ingénieur de données senior
CGI
Montreal, QC
- Full-time
The Data Engineer Senior acts as a specialist in the design, development, integration and optimisation of data solutions. They contribute to the implementation of pipelines, integration…
Added 2 hours ago
C
Senior Site Reliability Specialist (SRE) – Equity Trading Platform
CGI
Montreal, QC
- Full-time
We’re looking for a Senior Site Reliability Engineer to join our Montréal team. You’ll deploy, support, and improve the Equity platform across the Americas, helping provide the best…
Added 2 hours ago
C
BI Analyst / Data Analyst
CGI
Montreal, QC
- Full-time
The BI analyst / data analyst acts as a specialist at the intersection of business needs, operational processes, data and analytical solutions.

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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