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Added 23 mins ago
TS
R56790 Business Analyst III - Artificial Intelligence
TD SYNNEX Canada ULC
ON · Mississauga, Ontario
- Full-time
The Business Systems Analyst – Artificial Intelligence is a key role dedicated to driving the adoption and integration of AI technologies with the enterprise ERP system within the…
Added 38 mins ago
MD
Investment Analyst Sr/Investment Officer, Legal and Policy Services
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Legislative Matters: The Investment Analyst/Officer will assist in developing proposed legislation to advance SBI policy and meet agency needs under the direction of the General Counsel and…
Added 38 mins ago
AS
Risk Controls Analyst
Apex Systems
Bedford, NS
- $25 to $30 USD / hour
- Contract
Apex Systems is a global IT services provider and our consulting practice has an opening for a Risk Controls Analyst with strong analytical, communication skills and attention to detail to…
Added 38 mins ago
HP
Economic Development Analyst
Halifax Partnership
Halifax, NS
- Contract
The Partnership delivers an investment attraction program targeting expanding national and international firms in key growth sectors and supports existing businesses in Halifax Regional…
Added 1 hour ago
VC
Operations Coordinator
Valard Construction
Calgary, AB
- Full-time
Our Transmission team is currently seeking a motivated Operations Coordinator, based in our Calgary, AB office.
Added 1 hour ago
Financial analyst
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Lead the financial management of projects by establishing budget structures adapted to the types of projects
Added 1 hour ago
TS
R56790 Business Analyst III - Artificial Intelligence
TD SYNNEX
Mississauga, ON
- Full-time
The Business Systems Analyst – Artificial Intelligence is a key role dedicated to driving the adoption and integration of AI technologies with the enterprise ERP system within the…
Added 1 hour ago
CF
Trade Support Analyst
CI Financial
Toronto, ON
- Full-time
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…
Added 1 hour ago
VC
Operations Coordinator
Valard Construction
Calgary, AB
- Full-time
Our Transmission team is currently seeking a motivated Operations Coordinator, based in our Calgary, AB office.
Added 1 hour ago
BU
Senior Lab Demonstrator, Computer Science
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
Liaise with the Department's Technical Analyst, ITS, and instructors regarding software, hardware, and laboratory requirements that support course delivery;
Added 1 hour ago
AC
Early Careers: Bilingual Analyst, Health Solutions
Aon Corporation
Vancouver, BC · Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
Aon is looking for soon-to-be graduates and recent graduates to join our Early Careers Launch Development Program in Health Solutions, with opportunities across Health and Benefits, Global…
Added 2 hours ago
NB
Analyst Loan Structuring and Syndication
National Bank of Canada
Toronto, ON
- Full-time
A role as an Analyst in the Loan Structuring & Syndication (“LSS”) team at National Bank of Canada Capital Markets (“NBCCM”) offers the opportunity to actively contribute across the full…
Added 2 hours ago
NB
Chief Technical Support Analyst End-User IT
National Bank of Canada
Toronto, ON
- Full-time
As a Chief Technical Support Analyst, End-User IT Support you will be part of a specialized end-user support team that provides advanced, hands-on deskside and trading-floor support for…
Added 2 hours ago
JC
Integrity Analyst
JANA Corporation
Toronto, ON · Greater Toronto Area, Canada
- Full-time
JANA promotes a healthy work-life balance: Through our comprehensive vacation program, floater days, and a hybrid work environment (up to 20% a month in office) JANA employees are able to…
Added 2 hours ago
C
Senior Business Analyst
Co-operators
Burlington, ON
- Full-time
As the Senior Business Analyst you will be a subject matter expert and lead the development of stories (requirements), workflows and procedures, business analysis, acceptance testing, and…
Added 2 hours ago
TG
Junior GRC Analyst Intern
TMX Group
Toronto, ON
- $20 to $23 CAD / hour
- Full-time
Join the TMX Group team as a Junior GRC Analyst Intern and play an active role in maturing, maintaining, and supporting our enterprise cybersecurity governance structure. Reporting to the…
Added 2 hours ago
AC
Early Career: Actuarial Analyst, Health
Aon Corporation
Calgary, AB
- Full-time
Aon is looking for soon-to-be graduates and recent graduates to join our Early Careers Launch Development Program in Health Solutions, with opportunities across Health and Benefits, Global…
Added 2 hours ago
SS
Scheduling and Operations Analyst -Temporary Full Time (6 Month Contract)
Sienna Senior Living
Markham, ON
- Full-time
At Sienna, we thrive on creating community through collaboration, teamwork, and acting positively. The role works out of our corporate head office in Markham, ON- five days a week.
Added 3 hours ago
AC
CRM & CDP Solution Analyst (Microsoft Dynamics 365 CRM and Bloomreach CDP)
Air Canada Vacations
Montreal, QC
- Full-time
Air Canada Vacations is embarking on a major transformation through the Leapfrog program, including the implementation of a new Microsoft Dynamics CRM and Bloomreach Customer Data Platform…
Added 3 hours ago
A
Data Governance Analyst – Data Strategy
Affinity
Burnaby, BC
- Contract
On behalf of our public-sector client, Affinity is seeking a Data Governance Analyst – Data Strategy to play a key role in advancing the Commission's Data Strategy. Reporting functionally…
Added 3 hours ago
CRM & CDP Technical - Integration Analyst (Microsoft Dynamics CRM and Bloomreach Customer Data Platform (CDP)
Vacances Air Canada Vacations / Air Canada Rouge
Montreal, QC
Air Canada Vacations is executing a major business and technology transformation program (“Leapfrog”), including the implementation of a new Microsoft Dynamics CRM and Bloomreach Customer…
Added 3 hours ago
CRM & CDP Solution Analyst (Microsoft Dynamics 365 CRM and Bloomreach CDP)
Vacances Air Canada Vacations / Air Canada Rouge
Montreal, QC
Air Canada Vacations is embarking on a major transformation through the Leapfrog program, including the implementation of a new Microsoft Dynamics CRM and Bloomreach Customer Data Platform…
Added 3 hours ago
T
Investment Management Rotational Analyst
TD
Toronto, ON
- Full-time
The Analyst program provides on-the-job training through rotations in various departments within TDAM and involving assignments in key departments such as investment management, risk…
Added 3 hours ago
MB
IT Support Analyst - Contract
Martin Brower
New Westminster, BC
- Contract
The IT Support Analyst will provide Level 2 and Level 3 support for business applications and devices. This position is accountable for resolving complex computing, networking, and…
Added 4 hours ago
C&
Global Privacy Analyst
Crawford & Company
Canada
- Full-time
Strong project management skills and the ability to balance multiple priorities independently and as part of a team.

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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