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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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