Join CI Financial as an Estate Associate and play a pivotal role in managing estate settlements. This position demands accuracy in processing financial transactions while fostering robust communication with advisors.

In this in-office role at CI Investment Services, you will oversee various administrative tasks related to estate processing. Your attention to detail and organizational skills will be vital in ensuring all documentation is handled accurately and efficiently. You will be the key link between clients, advisors, and internal teams, driving exceptional service.

Key Responsibilities:
• Process incoming and outgoing financial transactions
• Complete cash and security movements on accounts




• Facilitate timely death settlements and document reviews
• Respond to inquiries via various communication channels
• Participate in user acceptance testing when required

Requirements:
• Bachelor’s degree or equivalent job experience
• 1-5 years in Administrative or Operations role
• Proficient in Microsoft Office tools
• Strong verbal and written communication skills
• Positive attitude and ability to learn quickly

Leverage your organizational skills and join CI Financial to make a meaningful impact.
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📌 CI Financial Estate Associate Role (Ontario)
🏢 CI Financial
📍 Ontario