Manager, Enterprise CRM
Toronto, ONCI Investments Inc.
Candidates need strong leadership experience and deep hands-on Salesforce development skills, including Apex, Lightning Web Components and integrations. Experience defining system architecture and working on Sales Cloud, Service Cloud and Financial Service Cloud is expected.
Salesforce, Sales Cloud, Service Cloud, Financial Service Cloud, OmniStudio
Data Governance Specialist - DSPM
Toronto, ONCI Investments Inc.
3+ ansCandidates need 3-5 years of experience in data management, governance, security, or a related field, plus hands-on SQL skills. A degree or diploma in information management, business, data science, or computer science is required, and DSPM or governance tool experience is an asset.
SQL, Snowflake, Oracle, Collibra, Informatica, Alation
Senior Observability Engineer
Toronto, ONCI Investments Inc.
5+ ansCandidates need 5 to 10 years of observability, SRE, APM, DevOps or infrastructure experience, with hands-on Dynatrace administration and architecture. They also need strong AWS, Kubernetes, Terraform or Monaco and scripting skills, plus a Dynatrace Associate or Professional certification.
Dynatrace, AWS CloudWatch, Kubernetes, Terraform, Monaco, Python
Portfolio Trading Associate (Contract)
Toronto, ONCI Investments Inc.
2+ ansCandidates need a bachelor's degree in business, finance or a related field and 2 to 3 years of middle-office experience. CI Investments prefers experience with Charles River, collateral management systems, DTCC CTM/Alert, and advanced Excel, with a CFA or FRM a plus.
Charles River, DTCC CTM/Alert, Clearpar, Excel
Vice President, Practice Management
Toronto, ONCI Investments Inc.
12+ ansCandidates need 12 to 15 or more years of leadership experience in wealth management or financial services, with advisor practice management experience. A bachelor's degree in business or a related field is required; MBA or CFA, CFP or CIM designations are an asset.
Sales, Regulatory compliance, Leadership, Recruitment, Workflow, Coaching
Vice-président régional, Conseils en gestion de patrimoine
Montréal, QCCI Investments Inc.
7+ ansBaccalauréat; MBA ou titre professionnel supérieur un atout; 7 à 10 ans ou plus d'expérience en gestion de patrimoine ou services financiers; Expérience éprouvée en croissance des ventes et gestion d'équipes
Customer service, Sales, Sales strategies, Leadership, English
Policy Service Coordinator
Toronto, ONCI Investments Inc.
1+ ansCandidates need post-secondary education in business, finance or administration, ideally in life insurance, or equivalent experience. They should have 1 to 3 years in policy administration, insurance servicing or financial services operations, strong attention to detail, and proficiency in Microsoft Office.
MS Office, Excel, Word, Outlook, CRM, policy administration system
Business Development & Enablement Specialist (Insurance)
Toronto, ONCI Investments Inc.
Candidates need experience in insurance distribution, business development, wholesaling or advisor support, plus strong knowledge of life insurance and living benefits. Provincial life insurance licensing or the ability to obtain it, and willingness to travel within Ontario, are required.
Salesforce
Director, M&A Operations
Toronto, ONCI Investments Inc.
8+ ansCI Investments needs a university-educated leader with 8+ years of experience running complex cross-functional projects, integrations or M&A transactions. Financial services or regulated-industry experience is preferred, along with strong stakeholder influence, governance and executive communication skills.
Regulatory compliance, Sales, Leadership, Perform project management, Reporting, Decision making
Security Specialist
Toronto, ONCI Investments Inc.
5+ ansCandidates need five or more years of hands-on security experience, including leading investigations, vulnerability management and application security testing. They should also hold CISSP or an equivalent certification and be able to advise on controls and write clear risk documentation.
CrowdStrike, Splunk, ExtraHop, Darktrace, Qualys, Tenable
Data Solutions Designer
Toronto, ONCI Investments Inc.
8+ ansCandidates need 8+ years in data architecture, solution design or data engineering, ideally in financial services, with hands-on experience in Snowflake, AWS and dbt. A Bachelor's degree in a technical field is required, and a Master's or certifications such as Snowflake, AWS or TOGAF are an asset.
Snowflake, AWS, dbt, Alation, Tableau
Director, Insurance Operations
Toronto, ONCI Investments Inc.
7+ ans3+ gestionCandidates need at least 7 years of progressive Canadian individual life insurance operations experience, including 3 years in a people-leadership role. They should know carrier practices, underwriting and in-force servicing, and have led operational change and technology improvements that achieved adoption.
Underwriting, Bilingualism, Change management, Reporting, Coaching, Leadership
Business Development Manager
British ColumbiaCI Investments Inc.
2+ ansCandidates need at least 2 years of sales experience in financial services, a university degree in business administration, and knowledge of securities and mutual funds. Advanced MS Office skills and strong communication and organization abilities are also required.
MS Word, MS Excel, MS PowerPoint
Licensed Administrative Associate
Cornwall, ONCI Investments Inc.
Candidates need strong organization, attention to detail, and client service skills, plus proficiency with Microsoft Office. Financial services experience and a CIRO or Life licence are assets but not required, and unlicensed candidates are welcome to apply.
Microsoft Office, DocuSign, CRM systems, Financial planning software
Business System Analyst II
York, ONCI Investments Inc.
3+ ansCandidates need 3+ years of related experience in financial services, with a strong grasp of discretionary portfolio management workflows and capital markets instruments such as fixed income and equities. Strong communication, analytical and problem-solving skills are required, and AWS, Jenkins, Python, SQL, Unix and JIRA are assets.
JIRA, AWS, Jenkins, Python, SQL, Unix
Tax Manager
Toronto, ONCI Investments Inc.
4+ ansCandidates need at least 4 years of Canadian corporate tax experience, an accounting designation, and completion of level 2 of the CPA Canada In-Depth Tax Course or GST/HST courses. Strong IFRS knowledge (IAS 12), project management and written communication skills are required.
Regulatory compliance, Reporting, Financial statements, Documentation, Sales, Research
Portfolio Trading Associate
York, ONCI Investments Inc.
3+ ansCandidates need a bachelor's degree in business, finance or a related field and three to five years of middle-office experience. CI Investments wants advanced knowledge of Charles River OMS, trade matching and settlement tools, derivative valuation, and advanced Excel with Python, SQL or VBA.
Collateral Management Systems, CTM, DTCC Alert, Clearpar, Excel, Python
Investment Advisor (Kitchener/Waterloo)
Waterloo, ONCI Investments Inc.
Candidates need post-secondary education in a related field, relevant financial licences such as CSC, CPH, CIM or CFP, and proven wealth management experience. Strong analytical skills and proficiency in financial software and Microsoft Office are also required.
Microsoft Office, financial software
Senior Consultant, Advisor Development
Toronto, ON +1CI Investments Inc.
8+ ansCandidates need 8+ years of financial services experience, including advisory businesses, and experience consulting to advisors or business owners. Strong facilitation, presentation and communication skills, and advisor business model knowledge are required.
Sales targets, Leadership, Strategic planning, Research, Presentation skills, Sales
Service Associate
Vancouver, BCCI Investments Inc.
2+ ansCI Investments needs at least 2 years of financial services experience in operations or client service, post-secondary education, and strong attention to detail. Candidates also need solid MS Office skills and excellent communication; DocuSign and Salesforce are a plus.
MS Office Suite, Word, Excel, Outlook, PowerPoint, DocuSign
Fund Financial Reporting Analyst
Toronto, ONCI Investments Inc.
2+ ansCI Investments needs a candidate with a post-secondary degree (accounting or business preferred) and 2-3 years in the investment fund industry. Strong Excel with macros, attention to detail and excellent written communication are also required.
MS Excel
Bilingual Senior Compliance Officer
York, ONCI Investments Inc.
2+ ansCandidates need a university degree, college diploma or equivalent experience, prior compliance experience in a dealership setting (CIRO), 2 to 4 years in financial services, full French proficiency, and strong knowledge of securities legislation and SRO rules.
MS Word, MS Excel, MS Outlook
Intermediate Accountant
Toronto, ONCI Investments Inc.
2+ ansCandidates need 2+ years of accounting, financial reporting or public accounting experience, a post-secondary degree in accounting or finance, and strong analytical and communication skills. CPA in progress and investment industry experience are assets.
ERP systems, Accounting systems
Directeur/directrice du développement des affaires
Montréal, QCCI Investments Inc.
2+ ansAu moins deux ans d'expérience en services financiers, fonction commerciale; Diplôme universitaire en administration des affaires; Titre professionnel (CSC, CFP, CIM, CFA, CAIA)
Microsoft Word, Microsoft Excel, Microsoft PowerPoint