Advisor Onboarding & Processing Specialist (Winnipeg)

29 Aug

CI Financial

Winnipeg

29 Aug

CI Financial

Winnipeg

CI Financial Corp. is seeking a Business Processing Coordinator to manage onboarding relationships with recent advisors/branches and to process a wide range of transactions with high accuracy. This role involves coordinating onboarding, training, fee groups and transfers, while maintaining daily advisor activity and books of business. The position is in-office, four days per week, with opportunities for growth through CI Learn and related programs.

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📌 Advisor Onboarding & Processing Specialist (Winnipeg)
🏢 CI Financial
📍 Winnipeg

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