At CI, we see a excellent 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

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 quick 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.

participation in a bonus program

health insurance coverage





wellness programs

life and disability insurance

retirement savings plans

paid leave programs

education-related programs

paid holidays and vacation time

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

Modern 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

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.

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