Client Reporting Analyst

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.

The Client Reporting Analyst will help establish cohesion between business units, IT stakeholders and end users through management of the end-to-end process of creating and distributing tax documents. The individual will be responsible for establishing and maintaining trust in the quality and timeliness of deliverables through the analysis of complex tax reporting requirements, implementation of process controls and facilitation of acceptance testing. This will be achieved through an ongoing review and support of processes involved in each phase of the Tax Reporting Life Cycle.

WHAT YOU WILL DO:

Assisting with Exempt Distributions Filing (Commencing January)

Formatting and organization of large sets of data and filing to respective provinces

Tax Shell creation, Tax Factor review, entry, QC

General assistance with YE tax slips – Batch closing/file generation, reconciliation, QC, XML filing to CRA/MRQ.

Estate tax slip generation

Assisting with generating end of year tax slips CI financial and Assante Wealth Management

Other tasks as needed

WHAT YOU WILL BRING:

Previous Business Analyst experience an asset

Experience with Canadian and US Tax Reporting an asset

Post Secondary Education

Canadian Securities Course or IFIC Operations Course an asset

Familiarity with basic accounting principles with a focus on account reconciliations

Working knowledge of CI products or Assante back office processes an asset

Knowledge of testing practices and procedures an asset

Bilingual in French and English an asset

High level of proficiency with Microsoft Excel an asset

Strong analytical and problem-solving skills

Ability to adapt to changing priorities and deadlines with strong time management skills

Excellent communication skills with experience in business writing

High degree of accuracy and attention to detail

Self-starter and self-motivated

Strong relationship building skills

Able to work independently and in a team setting

Ability to “think outside of the box”

Excellent and proven time management skills

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

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.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

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

Paid time off for Volunteering

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.

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.