Senior Accountant

CI Financial

Canada

Accepting Applications Full-time On-site
Posted 1 hour, 54 minutes ago 0 views 0 applications
Job Description
Role Overview 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. Key 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 Qualifications \& Experience * 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 Preferred / Asset Experience * 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 Ideal Candidate Profile * Enjoys being close to the details and owning core accounting responsibilities * Comfortable operating in a structured, deadline\-driven environment * Proactive, accountable, and eager to continue building technical accounting expertise * Communicates clearly and works well with cross\-functional partners * Motivated to grow into increased responsibility over time
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CI Financial
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