Location
toronto, on, Canada
Posted
July 04, 2026
Job Description
Join CI Wealth Managed Solutions as a UMA Associate in Toronto, ON, where innovation meets investment operations. Focus on trading functionality and operational support in this full-time role.
Reporting to the Director, you will play a crucial role in managing trading processes and resolving operational concerns for SMA/UMA programs. This position demands a high attention to detail while engaging with Investment Advisors and Portfolio Managers to ensure client needs are met seamlessly.
Key Responsibilities:
• Process trade instructions accurately for various securities
• Collaborate on resolving trading discrepancies
• Manage custodial queries while minimizing errors
• Facilitate engagement with client-facing partners
• Assist in developing standard operating procedures
Requirements:
• Relevant degree or experience in finance
• Demonstrated teamwork capabilities
• Strong analytical and problem-solving skills
• Proficiency in Microsoft Office Suite
Reporting to the Director, you will play a crucial role in managing trading processes and resolving operational concerns for SMA/UMA programs. This position demands a high attention to detail while engaging with Investment Advisors and Portfolio Managers to ensure client needs are met seamlessly.
Key Responsibilities:
• Process trade instructions accurately for various securities
• Collaborate on resolving trading discrepancies
• Manage custodial queries while minimizing errors
• Facilitate engagement with client-facing partners
• Assist in developing standard operating procedures
Requirements:
• Relevant degree or experience in finance
• Demonstrated teamwork capabilities
• Strong analytical and problem-solving skills
• Proficiency in Microsoft Office Suite