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Senior Accountant


This is a Contract position in Toronto, ON posted August 7, 2017.

Founded in 1995, Assante Wealth Management is a wholly owned subsidiary of CI Financial and one of Canada’s largest wealth management firms. Our 750 professional advisors, located in communities throughout the country, oversee approximately $39 billion in assets for more than 300,000 clients. Assante Wealth Management’s services include investment management, retirement planning, tax planning, insurance and estate planning.
POSITION: Senior AccountantLOCATION: Toronto (M5C 3G7)STATUS: Full-time
We are currently seeking a Senior Accountant to join our Finance team. In this role, the successful candidate is expected to prepare financial statements, regulatory reports, reconciliations and analysis; assist the Manager of Finance in reviewing journal entries; take on the lead in the coordination of audits; and provide training and guidance to junior members of the team.

  • Prepare monthly/quarterly financial statements with supporting working papers, analysis and reconciliations
  • Prepare regulatory reports and co-ordinate regulatory audits
  • Complete assigned month-end processes, including preparing/reviewing journal entries
  • Prepare year-end audit working papers and co-ordinate external audits
  • Compile sales tax returns with supporting schedules
  • Provide training and guidance for the junior members of the team
  • Work with senior members of the team to identify and implement process improvements


  • Minimum 5 years of financial reporting experience with at least 2 years at senior level
  • Investment industry experience is an asset
  • Post-secondary education in accounting, with a strong understanding of accounting concepts and current practices
  • An accounting designation (CA, CGA or CMA) or actively enrolled in the program
  • Proficient with MS Office applications, particularly with Excel and Word
  • Self-motivated, detailed-oriented and dedicated, and a good team player
  • Ability to work in a fast-paced environment to meet strict deadlines


  • Collaborative and friendly team environment
  • Opportunities to develop and grow within the company
  • Health and Wellness programs including discounted corporate fitness membership and nutritional seminars
  • Modern, conveniently-located facilities
  • Community involvement including OneWalk to Conquer Cancer, Bay Street Hoops and more.

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking "Apply".
Only qualified candidates selected for an interview will be contacted.
CI Financial Corp. and all of our affiliates ("CI") are committed to fair and accessible employment practices and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at , or call . If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.