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Added 40 mins ago
CP
Accounts Receivable Administrator (Bilingual)
Colliers Project Leaders
Ottawa, ON · Mississauga, ON
- $50,000 to $55,000 CAD / year
- Full-time
Our ideal candidate is a recent graduate from an Accounting or Commerce program with some previous experience supporting a busy accounting team. The roles and responsibilities will provide…
Added 1 hour ago
LC
Store Administrator, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- Full-time
…From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every…
Added 1 hour ago
PA
Front Desk Administrator (AutoPlanet Durham)
Performance Auto Group
Bowmanville, ON
- Full-time
AutoPlanet Durham is looking for a Front Desk Administrator to join their Dynamic Team!
Added 2 hours ago
C
ServiceNow Business System Architect
CGI
Toronto, ON
- Full-time
…great outcomes. With deep technical expertise and pragmatic program leadership, CGI works with clients to Enable Innovation and Build Great…
Added 3 hours ago
WM
Production Administrator- 7/7 or 14/14
Weldco-Beales MFG Alberta Ltd
Fort Mckay 174, AB · Fort McMurray, AB · Edmonton, AB
- Full-time
Weldco Heavy Industries (WHI) is hiring a Production Administrator to join our team at our steel fabrication and repair facility in Fort McKay, Alberta.
Added 3 hours ago
1
Assistant Office Manager-Creekside Dental, Kelowna
123Dentist
Kelowna, BC
- $65,000 to $80,000 CAD / year
- Full-time
A background as a Dental Assistant, Senior Administrator or Treatment Coordinator would be an ideal fit.
Added 3 hours ago
1
Dental Administrator -  Oakville, ON - 12718
123Dentist
Oakville, ON
- $23 to $25 CAD / hour
- Full-time
Our clinic, located in Oakville, ON are looking for a passionate, hard-working Dental Administrator on a full-time basis.
Added 3 hours ago
NS
Administrative Assistant to Manager - Primary Health Care
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
…Services Lead positions and holds the role of payroll Time…
Added 4 hours ago
CA
Administrateur d'Immeubles
Centurion Associates Inc
Terrebonne, QC
- Full-time
Added 4 hours ago
MS
Bookkeeper / Office Administrator
MacDonald Search Group
Vancouver, BC
- Full-time
They are seeking a versatile, detail-oriented Bookkeeper / Office Administrator to handle day-to-day financial operations while overseeing general office management and executive support…
Added 4 hours ago
Dental Administrator
Passion Dental Group Inc.
Victoria, BC
24/7 confidential Employee Assistance Program supporting mental health, financial, and legal wellness for you and your family
Added 4 hours ago
Fixed Asset Coordinator
Superior Plus Propane Talent Acquisition
Calgary, AB · ON
The Fixed Asset Administrator supports fixed asset operations by managing purchase orders, invoice processing, asset transfers, inventory records, and asset transaction requests. This role…
Added 4 hours ago
Bilingual Fixed Asset Coordinator - 6 months contract
Superior Plus Propane Talent Acquisition
Sainte-Catherine, QC
The Fixed Asset Administrator supports fixed asset operations by managing purchase orders, invoice processing, asset transfers, inventory records, and asset transaction requests. This role…
Added 4 hours ago
Warehouse Supervisor
Coldstream Clear Distillery Limited
Truro, NS
Inventory Control: Implement and maintain a rigorous weekly cycle counting program to achieve a minimum 99% stock accuracy rate, eliminating stockouts and phantom inventory.
Added 5 hours ago
SM
Network Administration Technician
Simcoe Muskoka Family Connexions
Barrie, ON
- $62,430 to $77,027 CAD / year
A capacity to learn program features quickly, often in a self-directed manner.
Added 5 hours ago
PP
QMS Specialist (Marine Operations)
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Vancouver, BC
- Full-time
…Authority’s Quality Management System (QMS), ISO 9001 Compliance Program, health and safety governance, and the Joint Health and Safety Committee…
Added 5 hours ago
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System Administrator
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Richmond, BC
- Full-time
We are seeking a System Administrator to support the reliable, secure, and efficient operation of Ideon’s IT systems and provide responsive technical support to employees. This role offers…
Added 5 hours ago
C
Payroll and HR Coordinator (Contract)
Catalent
Strathroy-Caradoc, ON · Strathroy, Ontario
- Full-time
Minimum 1 year of work experience in a payroll or benefit administrator role.
Added 6 hours ago
C
Health and Safety Administrator
Conuma/Quintette
Tumbler Ridge, BC
- Full-time
Participate in drug and alcohol program as a collector.
Added 6 hours ago
TA
Builder Administrator (Edmonton South)
Trail Appliances Ltd.
AB · Edmonton, Alberta
- Full-time
As a Builder Administrator, reporting to the Builder Administration Manager, you will be instrumental in managing builder allowances and documentation, ensuring compliance with budgetary…
Added 6 hours ago
F
Medical Office Administrator, Early Shift
Felix
Remote, Canada
- $50,000 to $55,000 USD / year
- Full-time
- Remote
As our medical office administrator, you will be a key member of the clinical operations team, working cross-functionally with our medical directors, clinical operations team, medical…
Added 6 hours ago
F
Medical Office Administrator, Late Shift
Felix
Remote, Canada
- $50,000 to $55,000 CAD / year
- Full-time
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As our medical office administrator, you will be a key member of the clinical operations team, working cross-functionally with our medical directors, clinical operations team, medical…
Added 6 hours ago
TA
Builder Administrator (Edmonton South)
Trail Appliances AB/SK
AB · Edmonton, AB
- Full-time
As a Builder Administrator, reporting to the Builder Administration Manager, you will be instrumental in managing builder allowances and documentation, ensuring compliance with budgetary…
Added 7 hours ago
C
Plant Administrator
Conuma/Quintette
Tumbler Ridge, BC
- Full-time
Creation and upkeep of operator check sheets provided to Mobile Planning to be incorporated in PM program
Added 7 hours ago
1
Dental Administrator - Oakville, ON - 12718
123Dentist
Oakville, ON
- $23 to $25 CAD / hour
- Full-time
Our clinic, located in Oakville, ON are looking for a passionate, hard-working Dental Administrator on a full-time basis.

CI Financial

Transfer Administrator

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: Nov 1, 2026
Experience: Minimum of 3+ years’ work experience in similar role or within financial services industry.
Posting language: English
Posted: Oct 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 responsibility of the Transfer Administrator is to ensure the efficient transfer of client account assets either “in kind” or “in cash” to CI Investment Services (CIIS) or from CIIS and doing so in a manner that meets all industry guidelines and deadlines. Furthermore, it is the duty of the Transfer Administrator to ensure each Registered Transfer request is accompanied with the appropriate provincial and/or federal documentation, relating to account transfers.

This role is responsible for the completion of all registered and non-registered account transfers; which include investments in Mutual Funds, stocks, bonds, money market positions (GIC’s) and cash transfers into CIIS.

WHAT YOU WILL DO

Complete the movement of assets from other financial institutions into CIIS and assets from CIIS to external institutions.
Ensure Manual Transfer requests / documentation is received in good order; signature guarantee the request and initiate the Transfer to the relinquishing institution.
Complete Automated “Transfer In” and “Transfer Out” requests that flow through the Account Transfer Online Notification (ATON) system via the Canadian Depository System (CDS) by initiating or accepting the request on ATON within IIROC regulated deadlines.
When necessary, research and input ISIN, cusip or Mutual fund codes on CDS/DTC and advise internal settlement department to release and segregate assets from appropriate depository.
Follow-up on all outstanding Transfers IN requests that have aged at the 10; 15 and 20 business day timelines.
Ensure all residual amounts are handled effectively allowing for account status to be closed.
Communicate with external parties to confirm whether assets being received or delivered are permitted to be held, and that standing settlement instructions are acceptable prior to executing the Transfer IN / OUT.
Complete and submit to relinquishing Trustees various registered transfer documentation relating to Locked IN Plans as well as RESP Plans which include Locked IN Agreements; RESP Transfer Forms A – B and C. Communicate with the Registered Products Team to ensure we fulfill CRA requirements prior to the delivery or receipt of registered assets.
Research inquiries submitted by our Support team or Account Opening Help Desk (AOH) specific to pending Transfer IN / OUT requests received for processing within established SLAs.
Manage internal email box (VB Transfer) to ensure all inquires are handled within the established service level expectations.
Process cheques received relating to Transfer IN requests by depositing monies into the client account and update client notes section of assets received.
Navigate and understand the DTC,CDS, terminals to help execute Transfer request. Keep up to date with any industry updates through portal notices around: depository platform changes, regulations and various status updates and availability of a wide variety of investments. Ensure such information is shared with internal and external parties as part of completing the Transfer process.
Work on other ad-hoc duties / projects as needed (such as filing, assisting other functions within Operations as needed, etc.)

WHAT YOU WILL BRING

Minimum of 3+ years’ work experience in similar role or within financial services industry.
Highschool diploma or equivalent; post-secondary education in Finance or Accounting, or a related field an asset.
Completion of Canadian Securities Course (CSC), IFIC Mutual Funds Course, and/or other related industry education would be an asset.
Must have a solid understanding of Mutual Fund or securities basics.
Proficient with Microsoft Office applications, specifically Word, Excel, Access and Outlook.
Strong working understanding of following: Canadian Depository for Securities (CDS), Canadian Derivatives Clearing Corporation (CDCC); National Securities Clearing Corporation (NSCC); Depository Trust Company (DTC).
Excellent organization and planning skills.
Excellent communication (written and oral) and interpersonal skills.
Able to work well under pressure with demanding workloads in a deadline-oriented environment.
Able to take initiative and work independently or in a team environment
Flexibility to work on varied projects and assignments outside of daily assigned tasks
High degree of accuracy and attention to detail.
Ability to research issues and analyze information to problem solve issues.
Must be flexible and able to work overtime during specific seasonal busy periods (i.e. Year End, RSP season).

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

Process registered and non-registered asset transfers into and out of CI Investment Services, ensuring documentation, settlement instructions, and regulatory requirements are complete and deadlines are met. Track outstanding requests, resolve inquiries, process transfer-related cheques, and coordinate with internal teams, external institutions, and depositories.

Requirements

Candidates need at least three years of experience in a similar role or the financial services industry, a high school diploma or equivalent, and a solid understanding of mutual funds or securities. Relevant post-secondary education and industry courses such as the Canadian Securities Course or IFIC Mutual Funds Course are assets; strong organization, communication, accuracy, research, and Microsoft Office skills are also expected.

Skills

Account Transfers
Financial Services Operations
Mutual Funds and Securities
CDS and ATON Systems
DTC and Depository Platforms
Registered Account Documentation
Transfer Processing
Regulatory Compliance
Research and Problem Solving
Microsoft Office
Attention to Detail
Organization and Planning
Written and Oral Communication
Deadline Management
Client and Stakeholder Communication
Independent and Teamwork

Benefits

Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plans
Paid Leave
Education-Related Programs
Paid Holidays
Vacation Time
Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-Up
Paid Volunteering Time
Bonus Program

Visa sponsorship

Not detected in the job text

Keywords

CI Investment Services
Account Transfers
Registered Accounts
Non-Registered Accounts
Mutual Funds
Stocks
Bonds
GICs
Cash Transfers
ATON
Canadian Depository for Securities
CDS
DTC
CDCC
NSCC
ISIN
CUSIP
Locked-In Plans
RESP
CRA Requirements
Standing Settlement Instructions
Canadian Securities Course
IFIC Mutual Funds Course
Microsoft Word
Microsoft Excel
Microsoft Access
Microsoft Outlook
Transfer Documentation
Financial Services
Regulatory Compliance

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