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 prospect to grow through stretching themselves, where they can work on creative products and projects, and where employees are supported and engaged in doing so.
We are currently seeking a bilingual Client Experience Manager to join our Client Experience team. In this role, the successful candidate will work with an internal team – as well as external parties – to bring together information and solutions to provide best in class client support to all our Financial Advisors. Our Client Experience team is the ‘go to’ for our Advisors and the relationship is based on the trust they have in our expertise and our ability to support them. You will be the primary point of escalation for urgent and in-depth branch inquiries that require enhanced industry and firm understanding. As a senior member of the team, administrative associates will report directly to you. You will be expected to lead team meetings and be a primary source of knowledge for the team. This includes driving investigations to find solutions to complex issues.
WHAT YOU WILL DO Manage members of an assigned client service team, making sure all team members are performing and executing their tasks at the highest level
Taking a team approach, support our Advisors in all process related matters and handle more complex inquiries
Deal directly with our back office to process documentation and troubleshoot operational & account issues
Collaborate with colleagues across the organization to facilitate daily activities
Process financial transactions related to Dealer activity
Raise and track client and/or operational issues
Promptly and proactively escalate matters as required




Work on project specific tasks and initiatives as directed
WHAT YOU WILL BRING 3-5 years of work experience providing client service in the investment, banking, or related industries
Must be fluent in French and English (verbal and written)
Knowledge of the Canadian investment landscape including an understanding of the functions of registered accounts
Completion of CSC and CPH courses or commitment to completion within 12 months of start date
Strong MS Office skills (Outlook, Word and Excel)
Creative and out of the box thinking when dealing with unique inquiries
A demonstrated collaborative approach to solving problems
Proven ability to manage high volumes with a positive and professional attitude
A friendly and service-oriented personality
Exceptional verbal and written communication skills
Excellent organizational and interpersonal skills
Self-motivated, proactive, independent in solving problems
Strong business acumen with solid analytical skills and conceptual thinking
Post-secondary education
WORKING CONDITIONS Routine office environment
Overtime as required
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 to $95,000. 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.
WHAT WE OFFER Modern HQ location within walking distance from Union Station
Flexible & Hybrid Work Program
Equipment Purchase 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
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 [email protected], or call (phone hidden) ext. 4747.

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📌 Bilingual Client Experience Manager (Ontario)
🏢 CI Financial
📍 Ontario