UMA Associate

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.

CI Wealth Managed Solutions Platforms provide investors direct access to some of the top asset managers in the world with a wide range of investment vehicles. As we continue to expand, we are looking for an individual who thrives in a fast-paced environment with an entrepreneurial spirit. Reporting to the Director, this role will be responsible to support the investment operations and trading of the SMA/UMA programs. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time UMA Associate to join our team in Toronto.

WHAT YOU WILL DO

Trading:

• Support the core trading and portfolio modeling responsibilities. You will interpret and execute trade instructions provided by Portfolio Managers, Third Party Sub-Advisors and Investment Advisors for CI Wealth platforms.
• Order entry for stock, mutual funds, and fixed income securities.
• Ensure all activities, trading and analytical are completed within company and regulatory policy.

Operations:

• Collaborate with the team, internal and external partners to identify and resolve reconciliation issues. You should be comfortable multi-tasking, while completing work with a high attention to detail. Troubleshoot and resolve custodial and trading queries. Anticipate and avoid potential issues to mitigate risk.
• Articulate your Broker-Dealer and/or Investment Management operations knowledge to help facilitate the rapid growth of CI Wealth Platforms. Experience using portfolio management systems or investment book of record technologies would be an asset.
• You should understand financial markets, asset management and complex investment strategies. Assist with development, review, and maintenance of processes and procedures on the platforms.
• Manage and participate in ad-hoc projects as needed

Client Service:

• Engage with Investment Advisors and Portfolio Managers in a meaningful way to help support their book of business. This includes the facilitation and triage of issues related to their advisory practice on the CI Wealth Platforms. We have a wide variety of offerings, and the incumbent should have in-depth knowledge of wealth management solutions.

WHAT YOU WILL BRING

• Bachelor degree or relevant work experience in finance, or related fields.
• Strong attention to detail
• Demonstrated problem-solving skills
• Highly effective teamwork and collaboration skills
• Strong written and verbal communication skills
• Strong skills working with business applications/technology, including Microsoft Office Suite
• Completion or enrolled in investment industry courses such as, Canadian Securities Course (CSC), & Conduct and Practices Handbook (CPH) is an asset

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 $42,500 to $71,000. 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 [email protected], or call 416-364-1145 ext. 4747.