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New Business Coordinator
2 hours ago
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.
About the Role
Are you ready to be part of something new and exciting?
We're building an innovative National Accounts team that's redefining how advisors are onboarded and supported across the country and we're looking for a dynamic New Business Coordinator to join us.
This newly created role is your opportunity to help shape and elevate the advisor experience from day one. You'll take ownership of the onboarding journey, ensuring every step, from registration and code creation to asset transfers, communication, and system setup, is handled with precision and care.
As a key member of the National Accounts team, you'll collaborate closely with internal stakeholders and advisors to deliver a best-in-class onboarding experience that reflects our commitment to efficiency, accuracy, and partnership.
If this resonates, we'd love to have you on the team.
Key Responsibilities
-Coordinate all phases of advisor onboarding and transition, ensuring timelines and service standards are met.
-Facilitate registration, licensing, and code creation while ensuring accurate setup in business systems.
-Oversee asset and account transfers, tracking progress and verifying data accuracy.
-Communicate proactively with advisors, internal stakeholders, and external partners to provide updates and resolve issues quickly.
-Maintain records, documentation, and tracking in workflow and CRM systems.
-Identify and escalate potential bottlenecks, applying problem-solving skills to maintain service flow.
-Support system access setup, permissions, and testing.
-Assist in reporting, data maintenance, and administrative support for National Accounts initiatives.
-Assist in other operational tasks as needed.
Requirements
-Bilingual (French & English) – required to support advisors and stakeholders nationwide.
-2–3 years of relevant experience in financial services, preferably in an operational, administrative, or client service capacity.
-Proven ability to solve problems independently and manage multiple priorities in a fast-paced, high-volume environment.
-Attention to detail, customer service focused, organizational skills, and professional communication abilities.
Preferred Qualifications
-Experience in advisor transitions, new account setups.
-Knowledge of asset transfer processes and financial systems preferred.
-Proficiency with Microsoft Office Suite, CRM platforms, and workflow tools.
-Proactive, and adaptable to ongoing change.
-Interest in process improvement or operational optimization initiatives.
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. 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.
WHAT WE OFFER:
Modern HQ location within walking distance from Union Station
Flexible & Hybrid Work Program
Training Reimbursement
Paid Professional Designations
Employee Share Purchase Program (ESPP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–Up program
Fitness membership discounts
Volunteer paid days
Complimentary vending machines
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 at , or call ext. 4747.
