Head of Settlements and Reconciliation

4 weeks ago


Toronto, Ontario, Canada CI Financial Full time
Job Summary

CI Financial is seeking a highly skilled and experienced professional to lead our Settlements and Reconciliation team. As the Head of Settlements and Reconciliation, you will be responsible for overseeing the end-to-end processes for financial settlements, reconciliations, and related activities within our Canadian Wealth Operations department.

Key Responsibilities
  • Lead and manage a high-performing team of settlements and reconciliation professionals.
  • Develop and implement strategic plans to optimize settlement and reconciliation processes.
  • Oversee the daily operations of settlements and reconciliations, ensuring timely and accurate processing of financial transactions.
  • Monitor and manage operational risks, implementing controls to mitigate potential issues.
  • Collaborate with technology and business units to integrate new systems and tools.
Requirements
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Advanced degree (MBA, CFA, CPA) preferred.
  • Minimum of 10 years of experience in financial operations, with a focus on settlements and reconciliation within wealth management.
  • Proven track record of leadership and management experience.
What We Offer
  • Modern HQ location within walking distance from Union Station
  • Flexible & Hybrid Work Program
  • Equipment Purchase Program
  • Training Reimbursement
  • Employee Share Purchase Program (ESPP)
  • Corporate Discount Program
  • Enhanced group benefits
  • Parental Leave Top–up program
  • Fitness membership discounts
  • Volunteer paid Days
  • Complimentary vending machines


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