Advisor Onboarding & Processing Specialist (Ontario)

Advisor Onboarding & Processing Specialist (Ontario)

21 Sep
|
CI Financial
|
Ontario

21 Sep

CI Financial

Ontario

CI Financial is seeking a Business Processing Coordinator to manage onboarding relationships with recent advisors and branches, handle account setup, transfers, and fee processing, and maintain high service levels. The role supports regional initiatives and requires accuracy and ongoing learning.
The position follows an in-office model, four days on-site, with a base salary range of $42,500 to $71,000 CAD and potential bonus eligibility.

#J-18808-Ljbffr

📌 Advisor Onboarding & Processing Specialist (Ontario)
🏢 CI Financial
📍 Ontario

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.

Subscribe to this job alert:

Get the latest job offers by email for: advisor onboarding & processing specialist (ontario) / ontario