Director, M&A Operations

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.

WHAT YOU WILL DO

M&A Transaction Leadership & Execution

• Own the execution framework supporting all book purchase and Canadian Wealth M&A transactions.
• Lead transaction planning and execution from signed deal through integration completion.
• Develop and manage integration roadmaps project plans milestones dependencies budgets and resource requirements.
• Drive execution across concurrent transactions ensuring priorities remain aligned and deliverables are completed on schedule.
• Identify execution risks recommend mitigation strategies and escalate key decisions requiring executive direction.
• Act as the primary operational leader responsible for ensuring successful transaction delivery.

Cross-Functional Management

• Project manage cross-functional transaction teams consisting of Operations Technology HR Finance Compliance Legal Marketing and Advisor Transition stakeholders.
• Establish clear ownership timelines deliverables and success measures for each workstream.
• Resolve execution challenges and remove barriers to delivery.
• Influence leaders and stakeholders at all levels to ensure alignment and timely completion of commitments.
• Serve as the central point of coordination across all integration activities.

Governance & Decision Support

• Own governance structures supporting M&A and book purchase activities.
• Lead steering committee meetings integration reviews and executive project updates.
• Maintain enterprise visibility into all active transactions including risks issues decisions and key milestones.
• Prepare concise executive reporting and provide recommendations to support strategic decision-making.
• Escalate critical issues requiring SVP and President review and approval.

M&A Operating Model & Continuous Improvement

• Own and continuously enhance the organizations M&A execution playbook and governance framework.
• Establish standardized methodologies templates checklists and operating procedures.
• Drive consistency and scalability across all acquisition and integration activities.
• Incorporate lessons learned from completed transactions into future execution planning.
• Identify opportunities to improve transaction speed integration effectiveness and overall execution quality.

WHAT YOU WILL BRING

• University degree in Business Finance Operations Commerce or a related field.
• 8 years of experience leading complex cross-functional initiatives integrations business transformations M&A transactions or large-scale projects.
• Experience within wealth management financial services or another regulated industry is preferred.
• Demonstrated experience managing acquisition integration or book purchase activities from planning through execution.
• Strong project management skills with the ability to lead multiple concurrent initiatives manage risks and drive results against demanding timelines.
• Proven ability to influence and coordinate stakeholders across Operations Finance Legal Compliance Technology HR and Sales without direct authority.
• Experience developing and implementing governance frameworks operating models playbooks processes and continuous improvement initiatives.
• Strong business acumen with the ability to translate strategic objectives into actionable plans and measurable outcomes.
• Excellent communication presentation and executive stakeholder management skills.
• Strong problem-solving decision-making and change leadership capabilities.
• Highly organized accountable and execution-focused with the ability to thrive in a fast-paced growth-oriented environment.
• PMP Prosci Lean Six Sigma or other relevant project management or change management certifications are considered an asset.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965 we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition a desire to commit to a curious mindset for continuous learning and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment competitive benefits and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Topup program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements we encourage you to apply to investigate the opportunity further.

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 provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities require this posting in an additional format or require accommodation at any stage of the recruitment process please contact us or call ext. 4747.