Analyst - Institutional Operations - Toronto, Ontario
CI FinancialToronto, Ontario, Canada
Posted March 3, 2026
55000 - 95000 CAD
Full Time
About the Company
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
Job Description
At CI, we're seeking an Analyst, Institutional Operations to join our Institutional Operations team. Reporting to the Director, Institutional Operations, this role is responsible for day-to-day operational activities including cash and asset reconciliation, support for client onboarding, ad-hoc reporting, statement distribution, and close collaboration with internal partners.
Requirements
- 1â3 years of experience in the financial services industry, ideally in institutional asset management.
- Strong analytical and problem-solving skills, with the ability to investigate issues, identify root causes, and propose practical solutions.
- Exceptional attention to detail and a commitment to accuracy in a fast-paced, deadline-driven environment.
- Bachelorâs degree or higher in Finance, Accounting, Economics, or a related field.
- Completion of the CSC
- CFA or CIM designation (or progress toward one) is an asset.
- Registration as a Dealing Representative (EMD) is considered an asset.
Benefits
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Topâup program
- Paid time off for Volunteering
