May be filled
Transfer Administrator - CI Financial
Toronto, Ontario, Canadá
2026-02-09
AI Summary
Powered by ClaudeEnsure Manual Transfer requests / documentation is received in good order; signature guarantee the request and initiate the Transfer to the relinquishing institution. Complete Automated “Transfer In” and “Transfer Out” requests that flow through the Account Transfer Online Notification (ATON) system via the Canadian Depository System (CDS) by initiating or accepting the request on ATON within IIROC regulated deadlines.
Job description
Ensure Manual Transfer requests / documentation is received in good order; signature guarantee the request and initiate the Transfer to the relinquishing institution. Complete Automated “Transfer In” and “Transfer Out” requests that flow through the Account Transfer Online Notification (ATON) system via the Canadian Depository System (CDS) by initiating or accepting the request on ATON within IIROC regulated deadlines.
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