Step into the role of Onboarding Coordinator at CI Financial, dedicated to managing the transition for new advisors. This position requires a detail-oriented approach and a strong commitment to client service in an in-office setting. As an Onboarding Coordinator, you will handle the essential processes that support new advisors and branches.

Your duties include setting up user access, training on processes, and ensuring timely follow-up on transfers. A strong focus on accuracy and excellent communication is required to navigate the dynamic environment effectively. Key Responsibilities:

- Assist with setup and coordination for current advisors
- Provide training on administrative processes
- Manage non-financial and financial transaction queues




- Ensure compliance with service agreements
- Collaborate with advisors on document follow-up

Requirements:

- Minimum 2 years of experience in the financial sector
- Prior client service and processing experience preferred
- High attention to detail and organizational skills
- Proficient in financial products and operations
- Demonstrated ability to work in a fast-paced environment

Become a key player at CI Financial, supporting dynamic onboarding processes and contributing to client success.

📌 Onboarding Coordinator for Advisors at CI Financial (York)
🏢 CI Investments
📍 York