At CI, we see a outstanding 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.
The Business Processing Coordinator will be responsible for managing the relationship of new advisors/branches that are onboarding to Assante including accurately processing a variety of transactions on behalf of those advisors. Accuracy and a high level of service are expected at all times.
RESPONSIBILITIES: Assist with all aspects of the onboarding relationship for new advisors and branches including: Branch user set up and coordination of access
Training for the new branch on paperwork and processes – potentially onsite
Effectively manage queues for non-financial & financial processing including: New account set up, client updates and non-financial transactions
Set up/updates of fee groups, systematic plans, transfers, fee processing etc.
Follow up on all outstanding transfers within SLA
Respond in a timely manner to all inquiries and with a high level of service
Review all documentation to ensure in good order prior to processing through dealer back office system or forwarding to fund company
Work with advisors/branches to obtain pending documentation follow-up
Manage daily maintenance requirements of existing advisors to support regional initiatives including: Movement of books of business
New hire set ups
Retirements/Resignations/Terminations
Accuracy is crucial and will be monitored through our Quality Control process
Committed to continual learning via CI Learn and/or industry courses
Assist with other departmental and corporate initiatives as required including automation where appropriate.
QUALIFICATION REQUIREMENTS: Experience Minimum 2-year prior financial industry experience required
Prior financial processing experience is an asset
Prior client service experience is an asset




Education/Training Post-secondary education IFIC Operations or Canadian Securities Course an asset
Knowledge, Skills, and Abilities Ability to work as part of a team
Ability to work under pressure while maintaining high level of accuracy
High degree of accuracy and attention to detail is essential
Well organized and results - oriented
Excellent communication skills – verbal and written, Bi-lingual an asset
Familiar with financial industry – account types and products including mutual funds, GIC, equities, ETF’s etc.
Proficient PC skills
Has respect for confidentiality of sensitive information
Proven ability to work effectively in a dynamic and fast paced environment
Demonstrates a high degree of urgency and accountability
Highly motivated and eager to learn
Client focused and service oriented
WORKING CONDITIONS: Ability to work overtime as necessitated by business volumes
Some travel may be 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 $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 may be 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 Environment 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 Contemporary HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave
Top–up program
Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce.
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.
CI Financial is an independent company offering global wealth management and asset management advisory services. 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.

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📌 Business Processing Coordinator (Fixed- Term) (Ontario)
🏢 CI Financial
📍 Ontario