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Added 25 mins ago
CI
CRM Developer and Data Analyst
Caldwell Investment Management Ltd.
Toronto, ON
- Full-time
This is a rare opportunity to join a leading asset management firm as a CRM Developer and Data Analyst at Caldwell Investment Management. This is a critical role that involves the…
Added 25 mins ago
II
Lead Business Analyst
ITC Infotech
Vancouver, BC
- $110,000 to $125,000 CAD / year
- Full-time
The Lead Business Systems Analyst is responsible for understanding various data models and databases involved in the systems and managing and leading the requirements gathering, ticket…
Added 25 mins ago
D
Quality Assurance Analyst
Dexian
Toronto, ON · Greater Toronto Area, Canada
- Contract
Position: QE Lead / Senior QA Engineer / QE Analyst
Added 25 mins ago
RS
Senior Eddy Current Analyst
Rockwood Service Corporation
Fort Saskatchewan, AB
- Full-time
Echo NDE is seeking a Senior Eddy Current Analyst to support upcoming projects. This is an opportunity to apply your technical expertise in ECT data analysis and interpretation while…
Added 25 mins ago
MM
Senior Financial Analyst
Morgan McKinley
Toronto, ON
- $95,000 to $110,000 CAD / year
- Full-time
This position is particularly well suited to a Senior Financial Analyst who enjoys working at the intersection of finance, data and business analysis.
Added 25 mins ago
R
Technical Operations Analyst (Night Shift)
RideCo
Waterloo, ON
- Full-time
Added 55 mins ago
KS
Digital Transformation Analyst
Kelly Services (Canada), Ltd.
Calgary, AB
- Contract
Added 55 mins ago
VT
Business Systems Analyst
Vision Talent Co.
Toronto, ON
- Contract
-Experience extracting, validating, reconciling, and analyzing access-related data, including advanced Excel functions such as VLOOKUP or XLOOKUP.
Added 55 mins ago
K
Senior Analyst/Engineer - PSA and Risk Assessment
Kinectrics
Toronto, ON
- Full-time
Kinectrics is a wholly owned subsidiary of BWX Technologies focused on providing life cycle management services in the energy and utility sector. We develop innovative solutions for the…
Added 55 mins ago
N
Corporate Controller
Nanalysis
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…and specializes in software used to process and analyze NMR data in different materials, from proteins to nucleic acids. Today, their software, NMRViewJ, is considered to be one of the…
Added 55 mins ago
Business Systems Analyst
PCL Construction
Edmonton, AB
As a Business Systems Analyst for PCL Constructors Inc. in Edmonton, Alberta (Corporate), you'll have the opportunity to participate in the end-to-end software development lifecycle to help…
Added 1 hour ago
I
People & Culture Coordinator
iQmetrix
Winnipeg, MB
- Full-time
Supporting data quality and reporting: Assist with routine data checks, benefits reconciliations, and P&C reporting. Identify missing or inconsistent information and work with the Sr. HRIS…
Added 1 hour ago
IG
Business Intelligence Analyst
Insight Global
Toronto, ON
- Contract
Our client is looking for a Business Intelligence / BSA Analyst to help scale their client business review process. This person will work with payments, sales, volume, and balance data to…
Added 1 hour ago
I
People & Culture Coordinator
iQmetrix
Regina, SK
- Full-time
Supporting data quality and reporting: Assist with routine data checks, benefits reconciliations, and P&C reporting. Identify missing or inconsistent information and work with the Sr. HRIS…
Added 1 hour ago
I
People & Culture Coordinator
iQmetrix
Vancouver, BC
- Full-time
Supporting data quality and reporting: Assist with routine data checks, benefits reconciliations, and P&C reporting. Identify missing or inconsistent information and work with the Sr. HRIS…
Added 1 hour ago
I
People & Culture Coordinator
iQmetrix
Winnipeg, MB
- Full-time
Supporting data quality and reporting: Assist with routine data checks, benefits reconciliations, and P&C reporting. Identify missing or inconsistent information and work with the Sr. HRIS…
Added 1 hour ago
NS
Analyst, Financial
Nova Scotia Power
Lakeside, NS
- Full-time
Are you passionate about turning financial data into meaningful insights that drive business decisions? As a Financial Analyst on our Energy Delivery Capital Finance team, you'll play an…
Added 1 hour ago
JI
Intermediate IT Business Analyst, Cavendish
J.D. Irving, Limited
Moncton, NB
- Full-time
We are looking for an Intermediate IT Business Analyst to join our JDI IT Business Solutions Group in Moncton, New Brunswick, supporting Cavendish Farms and Cavendish Agri.
Added 1 hour ago
GO
Access Management Analyst
Government of New Brunswick
NB · NB, Canada
- Full-time
Service New Brunswick is seeking an individual to join the Health Application Services Branch within the Technology Services Division as Access Management Analyst.
Added 1 hour ago
Business Analyst
Aecon
Hamilton, ON
Ensure you and your family receive the services and benefits needed to support your mental, emotional, and physical well-being.
Added 2 hours ago
OI
Senior Business Analyst
Optisigma Inc.
Ottawa, ON
- Full-time
Optisigma, a digital transformation consulting firm recognized for the excellence of its services and its client-centric approach, is looking for a passionate Senior Business Analyst to…
Added 2 hours ago
MD
Financial Management Transformation Program Consultant - Management Analyst 4
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well-being and quality of life for all…
Added 2 hours ago
A
eCommerce Operations Analyst, Order and Vendor Support. [AQ-25196]
Aquent
Toronto, ON
- $25 to $30 CAD / hour
- Contract
…landscape, connecting millions of customers with essential goods and services. This organization is renowned for its innovative approach to retail and its commitment to operational…
Added 2 hours ago
T
Analyste, soutien logistique intégré (SLI)/Integrated Logistic Support (ILS) Analyst
Textron
Mirabel, QC
- Full-time
…OTAN délivrée par le Programme de sécurité industrielle de Services publics et Approvisionnement Canada ainsi que par les responsables de la sécurité de…
Added 2 hours ago
A(
Insights & Analytics Associate – Global Markets
AXIS (AXIS Capital)
Halifax, NS
- Full-time
The Data Insights Analyst will help Global Markets colleagues make better, faster decisions by turning complex data into clear, useful insights and intuitive analytical products. Working…

CI Financial

Trade Support Analyst

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 experience in the financial industry, preferably experience with mutual funds
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.

The CI Investment Services Inc (CIIS) Trade Support Analyst is responsible for the handling of mutual fund trading for the CIIS trade desk. Reporting to the VP, Trading, the Trade Support Analyst is responsible for supporting trade desk daily activities including the allocation of trades, handling mutual fund rejections and handling of client inquiries.

WHAT YOU WILL DO

Processing of mutual fund trades files and follow up on rejected trades
Handling of transaction corrections and preparation of LOI’s when required
Resolving trade related inquiries in a prompt, courteous and professional manner
Communicate and collaborate with internal teams to resolve trade related issues
Other duties and ad hoc projects relevant to the position shall be assigned as required

WHAT YOU WILL BRING

1-2 years experience in the financial industry, preferably experience with mutual funds
CSC course considered an asset
Proficiency with Excel and Power BI.
Experience with Python, SQL and VBA would be an asset
Experience using Fundserv and CANNEX would be an asset
Proven analytical and investigative skills with attention to detail.
Excellent customer service skills, conflict resolution skills, written and verbal communication skills.
Ability to prioritize and multi-task in a fast-paced environment.
Self motivated but with desire to work as part of a highly cohesive team.

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

The Trade Support Analyst is responsible for handling mutual fund trading, including trade allocations and resolving trade-related rejections. They also manage transaction corrections and provide professional support for client inquiries while collaborating with internal teams.

Requirements

Candidates should have 1-2 years of experience in the financial industry, with a preference for mutual fund knowledge and proficiency in Excel and Power BI. Strong analytical, investigative, and communication skills are required to succeed in this fast-paced environment.

Skills

Mutual fund trading
Trade allocation
Transaction corrections
Customer service
Conflict resolution
Excel
Power BI
Python
SQL
VBA
Fundserv
CANNEX
Analytical skills
Investigative skills
Communication skills
Attention to detail

Benefits

Health insurance
Wellness programs
Life insurance
Disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Training reimbursement
Professional designations
Employee savings plan
Corporate discount program
Enhanced group benefits
Parental leave top-up program
Paid time off for volunteering

Visa sponsorship

Not detected in the job text

Keywords

Trade Support
Mutual Funds
Investment Services
Trade Desk
Financial Industry
Excel
Power BI
Python
SQL
VBA
Fundserv
CANNEX
Wealth Management
Asset Management
Analytical Skills
Conflict Resolution
Customer Service
Data Analysis
Financial Reporting
Trade Processing

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