Advisor Onboarding & Processing Specialist (Winnipeg)

22 Sep

CI Financial

Winnipeg

22 Sep

CI Financial

Winnipeg

CI Financial is seeking a Business Processing Coordinator to manage onboarding relationships with current 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.

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

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