Financial Operations Director

4 weeks ago


Toronto, Ontario, Canada CI Financial Full time
About CI Financial

We are a leading global wealth management and asset management advisory services company. Our commitment to providing the highest-quality investments and advice has earned us a reputation as a trusted partner for individuals and institutions.

Job Summary

We are seeking a highly experienced Financial Operations Director to lead our Canadian Wealth Operations department. The successful candidate will oversee end-to-end processes for financial settlements, reconciliations, and related activities. This leadership role requires a strategic thinker with a strong background in finance and a deep understanding of settlements and reconciliation processes.

Key Responsibilities
  • Lead and mentor a high-performing team of settlements and reconciliation professionals.
  • Develop and implement strategic plans to optimize settlement and reconciliation processes.
  • Oversee 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
  • $120,000 - $150,000 per year, depending on experience.
  • Modern HQ location within walking distance from Union Station.
  • Flexible & Hybrid Work Program.
  • Equipment Purchase Program.
  • Training Reimbursement.
  • Paid Professional Designations.
  • 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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