At CI, we see a great 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. 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 Review all documentation to ensure in good order prior to processing through dealer back office system or forwarding to fund company Manage daily maintenance requirements of existing advisors to support regional initiatives including: Movement of books of business 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. Prior financial processing experience is an asset Prior client service experience is an asset Education/Training IFIC Operations or Canadian Securities Course an asset 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.

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. In addition to base salary, this position may be eligible for participation in a bonus program. participation in a bonus program health insurance coverage life and disability insurance retirement savings plans paid holidays and vacation time CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. 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.

We offer an in-office environment, competitive advantages, and a supportive workplace to help our employees thrive both personally and professionally. Training Reimbursement Corporate Discount Program Parental Leave Top-up program 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 accessible.

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