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Provide accurate, timely administrative support for high-net-worth client requests across debits/credits, new accounts, estates, and transfers. Ensure compliance with internal and custodian procedures, build custodian/internal relationships, resolve inquiries, escalate issues, assist on special projects, and work overtime during peak periods.

The Data Operations Specialist will manage data operations, ensuring quality data services and compliance, while optimizing data workflows and conducting audits.

The Data Engineer will design, develop, and maintain data pipelines, transform data, and support analytics for investment and client reporting in a cloud environment.

As a Data Analyst, you will support data migration initiatives by analyzing data structures, mapping source to target systems, and collaborating with stakeholders to document requirements and findings.

The Internal Auditor will enhance CI Financial's control environment by executing audits, assessing risks, and recommending improvements to internal controls across business processes.

The Senior Data Engineer will design and maintain scalable data pipelines, collaborate with stakeholders, and ensure data governance and quality. Responsibilities include project ownership, mentoring juniors, and implementing data solutions across platforms.

The role involves delivering data-driven insights for investment decisions, managing complex data sets, reporting, and automating analytics processes.

As a Business Processing Administrator, you'll support the Client Experience team by managing account openings, updates, and trade-related tasks in a fast-paced environment with opportunities for career growth.

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.

Support trading and portfolio modeling for SMA/UMA programs, execute order entry for equities, mutual funds and fixed income, reconcile and troubleshoot custodial/trading issues, engage with advisors and portfolio managers, maintain processes and participate in ad-hoc projects to support CI Wealth Managed Solutions Platforms.