Director, Insurance Operations
Toronto, ONCI Investments Inc.
7+ YOE3+ MgmtCandidates need at least 7 years of progressive Canadian individual life insurance operations experience, including 3 years in a people-leadership role. They should know carrier practices, underwriting and in-force servicing, and have led operational change and technology improvements that achieved adoption.
Underwriting, Bilingualism, Change management, Reporting, Coaching, Leadership
Business Development Manager
British ColumbiaCI Investments Inc.
2+ YOECandidates need at least 2 years of sales experience in financial services, a university degree in business administration, and knowledge of securities and mutual funds. Advanced MS Office skills and strong communication and organization abilities are also required.
MS Word, MS Excel, MS PowerPoint
Licensed Administrative Associate
Cornwall, ONCI Investments Inc.
Candidates need strong organization, attention to detail, and client service skills, plus proficiency with Microsoft Office. Financial services experience and a CIRO or Life licence are assets but not required, and unlicensed candidates are welcome to apply.
Microsoft Office, DocuSign, CRM systems, Financial planning software
Business System Analyst II
York, ONCI Investments Inc.
3+ YOECandidates need 3+ years of related experience in financial services, with a strong grasp of discretionary portfolio management workflows and capital markets instruments such as fixed income and equities. Strong communication, analytical and problem-solving skills are required, and AWS, Jenkins, Python, SQL, Unix and JIRA are assets.
JIRA, AWS, Jenkins, Python, SQL, Unix
Tax Manager
Toronto, ONCI Investments Inc.
4+ YOECandidates need at least 4 years of Canadian corporate tax experience, an accounting designation, and completion of level 2 of the CPA Canada In-Depth Tax Course or GST/HST courses. Strong IFRS knowledge (IAS 12), project management and written communication skills are required.
Regulatory compliance, Reporting, Financial statements, Documentation, Sales, Research
Portfolio Trading Associate
York, ONCI Investments Inc.
3+ YOECandidates need a bachelor's degree in business, finance or a related field and three to five years of middle-office experience. CI Investments wants advanced knowledge of Charles River OMS, trade matching and settlement tools, derivative valuation, and advanced Excel with Python, SQL or VBA.
Collateral Management Systems, CTM, DTCC Alert, Clearpar, Excel, Python
Investment Advisor (Kitchener/Waterloo)
Waterloo, ONCI Investments Inc.
Candidates need post-secondary education in a related field, relevant financial licences such as CSC, CPH, CIM or CFP, and proven wealth management experience. Strong analytical skills and proficiency in financial software and Microsoft Office are also required.
Microsoft Office, financial software
Senior Consultant, Advisor Development
Toronto, ON +1CI Investments Inc.
8+ YOECandidates need 8+ years of financial services experience, including advisory businesses, and experience consulting to advisors or business owners. Strong facilitation, presentation and communication skills, and advisor business model knowledge are required.
Sales targets, Leadership, Strategic planning, Research, Presentation skills, Sales
Service Associate
Vancouver, BCCI Investments Inc.
2+ YOECI Investments needs at least 2 years of financial services experience in operations or client service, post-secondary education, and strong attention to detail. Candidates also need solid MS Office skills and excellent communication; DocuSign and Salesforce are a plus.
MS Office Suite, Word, Excel, Outlook, PowerPoint, DocuSign
Fund Financial Reporting Analyst
Toronto, ONCI Investments Inc.
2+ YOECI Investments needs a candidate with a post-secondary degree (accounting or business preferred) and 2-3 years in the investment fund industry. Strong Excel with macros, attention to detail and excellent written communication are also required.
MS Excel
Bilingual Senior Compliance Officer
York, ONCI Investments Inc.
2+ YOECandidates need a university degree, college diploma or equivalent experience, prior compliance experience in a dealership setting (CIRO), 2 to 4 years in financial services, full French proficiency, and strong knowledge of securities legislation and SRO rules.
MS Word, MS Excel, MS Outlook
Intermediate Accountant
Toronto, ONCI Investments Inc.
2+ YOECandidates need 2+ years of accounting, financial reporting or public accounting experience, a post-secondary degree in accounting or finance, and strong analytical and communication skills. CPA in progress and investment industry experience are assets.
ERP systems, Accounting systems
Directeur/directrice du développement des affaires
Montréal, QCCI Investments Inc.
2+ YOEAu moins deux ans d'expérience en services financiers, fonction commerciale; Diplôme universitaire en administration des affaires; Titre professionnel (CSC, CFP, CIM, CFA, CAIA)
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Project Manager, PMO
York, ONCI Investments Inc.
5+ YOECandidates need a university degree, 5+ years of progressive project management experience, and knowledge of Waterfall, Agile and hybrid methods. Strong communication, stakeholder and analytical skills are required, and PMP certification is an asset.
Microsoft Project, JIRA, Confluence, Microsoft Teams, Microsoft Office
Director, Internal Controls
Toronto, ONCI Investments Inc.
6+ YOE2+ MgmtCandidates need a related degree and a CPA credential, plus 6 to 10 years of audit experience and 2 to 3 years of leadership. Strong SOX, COSO and IT general and automated controls knowledge is needed, along with experience testing ERP and cloud systems.
Floqast, ERP systems, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Director, Procurement
Toronto, ONCI Investments Inc.
3+ YOECandidates need a business, commerce or supply chain degree, at least 3 to 5 years of senior procurement experience in complex environments, and extensive experience in strategic sourcing, contracting and internal controls. Strong communication, analytical skills and advanced Excel are required.
Procurement, Reporting, Management department processes, Documentation, Regulatory compliance, Risk management
Manager, Finance (Wealth)
Toronto, ONCI Investments Inc.
3+ YOECandidates need 3 to 6 years of progressive accounting or finance experience and a strong IFRS reporting foundation. A CPA designation completed or nearly completed is preferred, along with advanced Excel skills and experience in wealth, asset management or financial services.
Excel