Become an Asset Transfer Specialist at CI Financial. In this pivotal in-office role, you will facilitate effective transfers for clients, ensuring compliance with regulations.

This position is designed for someone with a solid foundation in financial services who can handle registered and non-registered transfers. You will work under tight deadlines to ensure timely completion of asset movements. Your role will also involve liaising with clients and keeping them informed throughout the transfer process.

Key Responsibilities:
• Oversee the transfer of accounts to and from CI Investment Services
• Validate transfer documentation to ensure compliance
• Handle Automated Transfer requests accurately




• Follow up on outstanding Transfer requests diligently
• Assist in research pertaining to Transfer inquiries and processes

Requirements:
• 3+ years of experience in finance or asset transfers
• High school diploma minimum; relevant education preferred
• Understanding of Canadian securities regulations
• Proficient with Microsoft Office tools
• Strong organizational and analytical capabilities

Utilize your expertise to enhance client experience and transfer efficiency at CI Financial.
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📌 Asset Transfer Specialist - CI Financial (Ontario)
🏢 CI Financial
📍 Ontario