06 Sep
|
CI Financial
|
Toronto
06 Sep
CI Financial
Toronto
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 opportunities for growth through CI Learn and related programs.
📌 Advisor Onboarding & Processing Specialist (Toronto)
🏢 CI Financial
📍 Toronto