Advisor Onboarding & Processing Specialist Ontario (Canada)

Advisor Onboarding & Processing Specialist Ontario (Canada)

30 Aug
|
CI Financial
|
Canada

30 Aug

CI Financial

Canada

CI Financial Corp. is seeking a Business Processing Coordinator to manage onboarding relationships with current 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 prospects for growth through CI Learn and related programs.
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📌 Advisor Onboarding & Processing Specialist Ontario (Canada)
🏢 CI Financial
📍 Canada

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