Associate, Client Reporting

Join to apply for the Associate, Client Reporting role at CI Financial , a leading independent company in global wealth management and asset management advisory services.

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.

What You Will Do

• 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.
• 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.
• 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 elevate more complex questions to senior team members.
• Assist with preparing materials and reports for internal and external stakeholders.
• 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

Working Conditions

What We Offer

Enhanced group benefits.

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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

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