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.
J-18808-Ljbffr
📌 Advisor Onboarding & Processing Specialist Toronto
🏢 CI Financial
📍 Toronto
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.