Financial Operations Associate at CI Financial — NeverHard

Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés dans leurs efforts. We are seeking a highly motivated and detail-oriented Financial Operations Associate to join our team. This role plays a critical part in supporting key operational functions across Fee-Based Account Fees, Unified Managed Accounts (UMA), Client Administration Fees (CAF), operational controls, reporting, and advisor compensation processes. The successful candidate will contribute to the efficient execution of daily operations while identifying opportunities to improve processes, strengthen controls, enhance reporting, and support strategic business initiatives. This position offers exposure to a broad range of operational activities within a dynamic wealth management environment and is ideal for individuals looking to develop subject matter expertise and advance their careers in Financial Operations. What You Will Do Support the administration of fee-based account fees, including onboarding, maintenance, billing, reporting, and account fee processing. Administer and reconcile UMA fees and related operational activities. Support CAF administration, reporting, and reconciliation processes. Execute and monitor key audit and operational controls to ensure compliance with established procedures and regulatory requirements. Process advisor tickets and inquiries submitted through the Wealth Platform in accordance with established service level agreements (SLAs). Investigate and respond to inquiries within agreed-upon service level agreements (SLAs). Review the debit balances originating from the fee runs and assist in resolution as per business rules. Perform reconciliations, quality assurance reviews, and exception management activities. Prepare, review, and distribute operational reports and dashboards. Utilize Power BI and other reporting tools to support reporting enhancements, data analysis, and operational insights. Serve as a point of contact for internal Client Experience teams and vendors regarding fee-related inquiries, disputes, and clarifications. Maintain process documentation and identify opportunities for process improvements, automation, and increased efficiency. Support internal and external audit requests by providing documentation, analysis, and evidence of control execution. Participate in business initiatives, technology enhancements, and projects. Collaborate with Client Experience, Finance, Technology, Compliance, and other key business partners to support operational excellence. What You Will Bring Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field. 1-3 years of experience in financial services, operations, accounting, or a related field. Familiarity with PureFacts/PureFees would be an asset. Strong analytical and problem-solving abilities. Advanced attention to detail and commitment to accuracy. Strong Microsoft Excel skills. Experience with Power BI or a strong interest in reporting and data analytics. Excellent organizational and time management skills. Ability to manage competing priorities and meet deadlines in a fast-paced environment. Strong verbal and written communication skills. Ability to work independently while collaborating effectively within a team environment. Preferred Qualifications Experience in wealth management, investment operations, or dealer operations. Familiarity with fee-based account fee administration, UMA programs, or advisor compensation processes. Experience performing operational controls, reconciliations, and audit-related activities. Exposure to process improvement, workflow automation, or business process documentation. Knowledge of reporting and business intelligence tools. 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. Financière CI est une société indépendante offrant des services de conseil en gestion de patrimoine et en gestion d’actifs à l’échelle mondiale par le biais de diverses sociétés de services financiers. Depuis 1965, nous anticipons les besoins changeants des investisseurs et y répondons de manière fiable. Nous sommes animés par la volonté d’offrir aux particuliers et aux institutions des investissements et des conseils de la plus haute qualité. Notre engagement à fournir les niveaux de rendement les plus élevés signifie que, peu importe leur poste, les employés de CI doivent être à l’aise dans un environnement trépidant qui les poussera à exploiter tout leur potentiel. Les employés qui font preuve d’un degré d’ambition élevé, d’une volonté de faire preuve de curiosité intellectuelle pour apprendre en permanence et d’une disposition à se dépasser s’épanouissent chez CI. Un environnement propice à la réussite Nous offrons un environnement de travail en présentiel, des avantages sociaux concurrentiels et un milieu de travail bienveillant, afin de permettre à nos employés de s’épanouir tant sur le plan personnel que professionnel. CE QUE NOUS OFFRONS Siège social moderne situé à distance de marche d’Union Station Remboursement de la formation Désignations professionnelles payées Régime d’épargne des employés (REE) Programme de rabais d’entreprise Avantages sociaux collectifs améliorés Programme de complément de congé parental Congés payés pour activités bénévoles Nous nous concentrons sur la création d’une main-d’œuvre diversifiée et inclusive. Si vous êtes enthousiaste à l’idée de ce poste et que vous n’êtes pas certain de répondre à toutes les exigences de qualification, nous vous encourageons à postuler pour en apprendre davantage sur l’occasion. CI Financial Corp. et toutes ses sociétés affiliées (« CI ») offrent un environnement de travail équitable et accessible. CI s’engage à prendre en compte les besoins d’accommodement pour les personnes handicapées. Si vous avez besoin de mesures d’adaptation pour postuler une offre d’emploi, ou si vous avez besoin que cette offre soit publiée dans un autre format, ou si ce besoin se fait sentir à toute autre étape du processus de recrutement, communiquez avec nous à l’adresse accessible.recruitment@ci.com, ou appelez le 416 364-1145, poste 4747. #J-18808-Ljbffr