Associate, Client Reporting

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

As a Client Reporting Associate, you will support the preparation, production, and delivery of client reports, including trade confirmations, client statements, CRM2 reports, and supplementary tax packages across CI Wealth lines of business. This role is ideal for someone starting their career in financial services or wealth management operations. You will ensure accurate and timely reporting while gaining experience with regulatory requirements and operational processes.

What You Will Do:

• Client Reporting Support:
• Assist with the preparation and quality review of trade confirmations, client and custodian statements, CRM2 reports, and supplementary tax packages.
• Help ensure reports meet client preferences, branding standards, and regulatory guidelines.
• Support data reconciliation activities to maintain accuracy and consistency across systems.
• Perform quality checks to identify and resolve errors or discrepancies in reporting.
• Process and Systems:
• Work with team members to learn and operate reporting platforms and book-of-record systems.
• Support efforts to automate and streamline reporting processes under guidance from senior team members.
• Maintain accurate documentation of reporting processes and procedures.
• Collaboration and Communication:
• Liaise with internal teams such as Technology, Compliance, Client Experience, and other Wealth Operations teams to help address reporting needs.
• Respond to routine inquiries or escalate more complex questions to senior team members.
• Assist with preparing materials and reports for internal and external stakeholders.
• Regulatory Compliance and Learning:
• Develop understanding of relevant regulatory requirements and industry standards (e.g., CIRO, CSA).
• Participate in team training sessions related to compliance, client service, and reporting tools.
• Support audit and compliance activities by gathering required documentation and data.

What You Will Bring:

• Bachelor's degree in Finance, Business Administration, Accounting, or a related discipline.
• 0-2 years of experience in client reporting, operations, or a related role within wealth management or financial services – internships or co-op experience is a plus.
• Basic understanding of financial products, client reporting, or regulatory requirements is an asset.
• Strong attention to detail and commitment to accuracy.
• Proficiency in Microsoft Excel and comfort learning new software tools.
• Good organizational skills and a collaborative mindset.
• Eagerness to learn, grow, and contribute in a fast-paced financial environment.
• Familiarity with CRM systems, data management, or programming (SQL, Python) is a bonus, but not required.

WORKING CONDITIONS

• Work Environment
  : Office setting or hybrid (if applicable).
• Hours
  : Standard business hours, with flexibility as needed.
• Travel
  : Minimal, based on business needs.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced Group Benefits
• Parental Leave Top–Up Program
• Fitness Membership Discounts
• Paid Volunteer Day

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking "Apply". Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates ("CI") are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.