Corporate Finance Coordinator

4 days ago


Toronto, Ontario, Canada CI Financial Full time

**Company Overview**

CI Financial Corp. is a diverse group of financial services firms, dedicated to providing employees with a fast-paced and challenging work environment.

We are currently seeking an Associate to join our Corporate Finance team, reporting to the Director of Corporate Finance.

The successful candidate will support the team on managing the pipeline of Canadian Wealth Management initiatives and other internal strategy mandates.

**Job Description:**

The Associate will be responsible for:

  • Acting as the key coordinator for CI Financial's Canadian Wealth Management acquisition initiatives
  • Tracking progress of CWM initiatives and providing summaries, reports, and findings to senior management
  • Contributing to the preparation of deal-related materials and corporate finance documents
  • Participating in corporate finance initiatives, such as financial modeling and ad-hoc requests
  • Collaborating with functional groups across the organization to solve internal issues

**Requirements:**

  • Undergraduate degree in business/finance/accounting
  • Minimum 2-3 years relevant work experience in project management, corporate finance, or wealth management
  • Ability to meet tight deadlines and manage conflicting priorities
  • Fluent in finance and accounting concepts, with an understanding of economic factors affecting valuation
  • Strong analytical and critical thinking skills with exceptional attention to detail
  • Superior written and verbal communication skills

**What We Offer:**

  • Opportunities for advancement
  • A fast-paced and challenging work environment
  • Recognition and compensation for outstanding performance
  • Training and development opportunities
  • A comprehensive benefits package


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