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Settlements and Reconciliation Specialist

2 months ago

Toronto, Ontario, Canada CI Financial Company Full time
Senior Financial Operations Leader

CI Financial is seeking a highly skilled Senior Financial Operations Leader to oversee financial settlements, reconciliations, and related activities within the Canadian Wealth Operations department.

This leadership role requires a strategic thinker with a strong background in finance and a commitment to accuracy and efficiency.

  • Lead, mentor, and develop a high-performing team of financial operations professionals.
  • Develop strategic plans to optimize financial processes.
  • Manage operational risk and enhance the client experience.

The position is also responsible for assisting with staffing, training, scheduling, and programs development. Additionally, overseeing daily financial operations, ensuring compliance with regulatory requirements, managing risks, and driving initiatives to streamline financial processes.

Key Responsibilities:
  • Oversee daily financial operations of settlements and reconciliations.
  • Ensure compliance with regulatory requirements and internal policies.
  • Identify initiatives to streamline and automate financial processes.
  • Collaborate with technology and business units.
  • Act as primary point of contact for stakeholders.
  • Develop and monitor key performance indicators.
Requirements:
  • Bachelor's degree in Finance, Accounting, or Business Administration.
  • Minimum of 10 years experience in financial operations.
  • Proficient in financial software and systems.

CI Financial is a global wealth management company committed to providing high-quality investments and advice. Employees at CI must thrive in a fast-paced environment and be ready to reach their full potential.

Benefits:
  • Flexible & Hybrid Work Program
  • Training Reimbursement
  • Corporate Discount Program

CI Financial values diversity and inclusivity in the workplace. We are committed to fair employment practices and providing accommodations for persons with disabilities during the recruitment process.