CI Wealth Trading Support Associate

Join CI Financial Corp as a Trading Support Associate and enhance your finance career. This in-office position focuses on executing trade instructions and collaborating with financial advisors.
In this role, you will support core trading responsibilities, ensure compliance with policies, and engage with Portfolio Managers to address their queries. Your ability to anticipate and resolve potential issues will be vital to maintaining operational efficiency. The collaborative environment encourages you to participate in various ad-hoc projects and process improvements.
Key Responsibilities:
• Execute orders for stocks, mutual funds, and securities
• Collaborate with teams to resolve reconciliation issues
• Assist Investment Advisors in their practice facilitation
• Engage in the development of platform procedures
• Manage various ad-hoc projects as required
Requirements:
• Bachelor’s degree or equivalent work experience in finance
• Excellent attention to deta...