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
Investment Analyst
Toronto, ONCI Investments Inc.
1+ ansCandidates need 1-3 years of experience in equity research, investment management, investment banking or capital markets, plus a strong grasp of financial statements and valuation. Advanced Excel skills and strong analytical and communication skills are required.
Excel, Bloomberg, FactSet, Capital IQ, Python, SQL
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
Project Manager, PMO
York, ONCI Investments Inc.
5+ ansCandidates need a university degree, 5+ years of progressive project management experience, and knowledge of Waterfall, Agile and hybrid methods. Strong communication, stakeholder and analytical skills are required, and PMP certification is an asset.
Microsoft Project, JIRA, Confluence, Microsoft Teams, Microsoft Office
Director, Internal Controls
Toronto, ONCI Investments Inc.
6+ ans2+ gestionCandidates need a related degree and a CPA credential, plus 6 to 10 years of audit experience and 2 to 3 years of leadership. Strong SOX, COSO and IT general and automated controls knowledge is needed, along with experience testing ERP and cloud systems.
Floqast, ERP systems, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Director, Procurement
Toronto, ONCI Investments Inc.
3+ ansCandidates need a business, commerce or supply chain degree, at least 3 to 5 years of senior procurement experience in complex environments, and extensive experience in strategic sourcing, contracting and internal controls. Strong communication, analytical skills and advanced Excel are required.
Procurement, Reporting, Management department processes, Documentation, Regulatory compliance, Risk management
Manager, Finance (Wealth)
Toronto, ONCI Investments Inc.
3+ ansCandidates need 3 to 6 years of progressive accounting or finance experience and a strong IFRS reporting foundation. A CPA designation completed or nearly completed is preferred, along with advanced Excel skills and experience in wealth, asset management or financial services.
Excel