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 primary objectives of this position are to support the preparation of financial statements, regulatory reports and other financial reports, maintain accurate and timely accounting records, and prepare reconciliations and analysis of financial accounts.- Preparation of daily/monthly bank reconciliations
- Preparation and validation of journal entries and transactions for day-to-day finance activities
- Prepare working papers to support monthly financial statements, including month-end accruals
- Reconcile and analyze accounts to identify drivers of financial results
- Compile the supporting schedules for sales tax returns
- Assistance with monthly/quarterly/annual reporting packages and reconciliations
- Assistance in the preparation of working papers for internal, external and regulatory audits
- Work with senior members to implement process improvements as identified
- Perform other related financial analysis duties as required
- Minimum two years of financial reporting experience required
- Investment industry experience is an asset
- Experience in coordinating external/regulatory audits is an asset
- Post-secondary education in Accounting or Finance
- Active enrolment in CPA program is an asset
- Strong understanding of accounting concepts and practices
- Ability to work in a fast-paced environment to meet strict deadlines
- Ability to work independently with minimal supervision/direction
- Detailed-oriented, self-motivated and a good team player
- Strong analytical, organizational, planning and problem-solving skills
- Ability to handle multiple tasks and prioritize tasks effectively to meet deadlines
- Good verbal and written communication skills
- Ability to interact effectively with management, other employees and third parties
- Experience with accounting and reporting software
- Normal office environment
- Overtime required during specific times of the month
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 [email protected], or call 416-364-1145 ext. 4747.
What We Do
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing
