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.

Seeking a CIRO and Life Licensed Administrative Associate to work in a busy Advisor Office.

General Responsibilities: Assisting Advisor (forms, questions, research, feedback) Coordinate Advisor planning team meetings Greeting clients (drop ins and client appointments) Ongoing training and self-study (modules, admin training meetings, sales meetings and team meetings) Advisor community involvement (meeting prep, events, calendar, mass emails and social media) Client Service: Answering client inquires (email and phone) and problem solving Maintaining a friendly relationship with clients and prospects Scheduling review meetings Booking client appointments (rebooking, follow up meeting) Maintain client information (statements, income tax information, outside investments, etc.) Creating and updating client binders Client service transactions (purchases, redemptions, address change, beneficiary change, name and ownership changes, cash surrenders, banking changes, policy loans, death claims, etc.) Sit in client meetings as needed to assist and note taking Client Meeting Prep: Review advisor needs for meeting

Review action since last meeting

Touch on work to be done

Provide client background when necessary

Review paperwork to be completed Life Insurance Illustrations Create/update Navi

Plan Create/update summary sheet Review and document previous meeting notes Prepare necessary forms/applications

Send Docu

Sign documents to client as needed Provide Fact

Find document outlining client information that needs updating or obtaining Client Meeting Follow Up:



Update the Client Record Meeting notes (record and save into client data folder) Record follow up tasks in Navigator Complete paperwork and submit to head office for processing (forms and applications) Complete life insurance applications (if applicable) and inform advisor once information has all been populated into electronic application.

Advisor is responsible for reviewing the application, completing the Advisor Report and submitting the application.

Create processing notes in CRM Ensure Advisor Notes are in CRM Scan and save necessary documents into the client data folder Review meeting with advisor Prepare information document (letter/story/memos) for accountant, lawyer, etc. (if applicable) General Maintenance: Office project assignment (research, templates, business development) Maintain review schedule and book appointments Maintain working files (if necessary) and purge old documents Maintaining client Database Monitor Life Insurance premiums to come due Researching leads that come into the office and networking with advisor Pending life insurance follow up daily Premium payment reconciling Bank deposits GICS & Investments (when applicable) Monitor budget targets with advisor This opportunity is for an existing vacancy with the company.

The anticipated base salary range for this position is $42,500 to $71,000.

Exact salary depends on several factors such as experience, skills, education, and budget.

Salary range may vary based on geographic location.

In addition to base salary,



this position is eligible for participation in a bonus program.

In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others.

Many of these benefits are subsidized or fully paid for by the company 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 Workplace 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 perks 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.

📌 Licensed Administrative Associate (Toronto)
🏢 CI Financial
📍 Toronto