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Support preparation of financial statements and reports, maintain accounting records, perform reconciliations, and assist with audits and financial analysis.

Drive sales and asset retention for CI Global Asset Management products across a defined territory. Educate, train, and motivate financial advisors; generate high-quality leads and recommendations for district VPs; manage client accounts, respond to product inquiries, develop sales materials, report on territory performance, gather market intelligence, support team efforts, and attend occasional client events. Full-time in-office role.

The Senior Business Systems Analyst will gather and document business requirements, engage stakeholders, support testing, and mentor junior analysts while ensuring quality implementations of technology solutions in wealth management.

The VP, Fund Taxation leads CI Financial's fund taxation strategy, ensuring compliance, optimizing performance, overseeing tax distributions, and collaborating cross-functionally to enhance tax-related processes.

Manage end-to-end tax reporting processes: format and reconcile large data sets, create tax shells, enter and QC tax factors, generate year-end and estate tax slips, perform batch closing and XML filing to CRA/MRQ, support acceptance testing and process controls, and coordinate between business units, IT, and end users to ensure timely, accurate deliverables.

Support daily HR operations including onboarding/offboarding, employee record-keeping in Workday, benefits administration, payroll data submissions, HRIS improvements, employee inquiries, compliance checks, and general administrative support for HR initiatives and events.

The Business Development Manager is responsible for sales, brand promotion, and client engagement, working closely with financial professionals to drive market share for CI GAM products.

The Director, Fund Taxation oversees fund tax operations, ensuring compliance with tax regulations, preparing tax-related documentation, and coordinating with cross-functional teams for optimal tax management. This role also involves mentoring junior staff and liaising with external advisors.

The Investment Advisor will manage client portfolios, develop financial strategies, provide client support, and ensure compliance with regulations while collaborating with team members.

The Manager of Reconciliation oversees daily reconciliation processes, manages a team, ensures operational accuracy, and supports platform implementation and optimization.