Senior Accountant

CI Financial•Toronto, ON

18d•Onsite

About The Position

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. We are looking for a hands-on Senior Accountant to support the day-to-day accounting operations of a CIRO / OSC regulated firm, with a strong emphasis on regulatory reporting and disciplined execution. This role is well suited for a recent CPA or CPA candidate near completion who is ready to take ownership of core accounting processes and build deep experience within the Canadian wealth management industry.

Requirements

3–5 years of relevant accounting experience
CPA designation completed or near completion (CPA Canada), with demonstrated progress toward certification
Solid foundation in accounting principles and IFRS
Exposure to regulatory reporting in a CIRO and/or OSC regulated environment
Strong Excel skills and comfort working with accounting and reporting systems
Detail-oriented, well-organized, and able to manage recurring deadlines

Nice To Haves

Experience in asset management, wealth management, investment dealers, or portfolio management firms
Familiarity with CIRO rules, capital calculations, and regulatory filing requirements
Experience supporting audits or regulatory reviews

Responsibilities

Execute daily and monthly accounting activities, including journal entries, account reconciliations, general ledger maintenance, and variance analysis
Play a key role in the month-end and quarter-end close process, ensuring accuracy, completeness, and timeliness
Prepare and support CIRO and OSC regulatory reporting, including recurring financial and compliance-related filings
Support Net Capital calculations and ongoing monitoring of capital adequacy requirements
Assist in the preparation of quarterly and annual financial statements in accordance with IFRS
Maintain supporting schedules and documentation to ensure audit and regulatory readiness
Work closely with Compliance and Operations teams to ensure consistency between accounting records and regulatory submissions
Support internal and external audits, including preparation of working papers and responding to auditor inquiries
Contribute to the maintenance and enhancement of accounting policies, procedures, and internal controls
Identify opportunities to improve processes, controls, and reporting efficiency as the business grows