Take your career to the next level as a Current Business Coordinator at CI Financial. Focus on advisor onboarding while enhancing your skills in a supportive environment. CI Financial is looking for a proactive New Business Coordinator to evolve advisor transitions and onboarding experiences. This newly created role requires adept navigation of changing priorities and meticulous attention to detail in all processes. Embrace an opportunity to help drive the team’s growth. Key Responsibilities:

- Coordinate and manage advisor onboarding phases
- Facilitate accurate licensing and code setup
- Track and verify asset transfers and account data
- Communicate efficiently with internal and external partners
- Maintain organized records within workflow systems Requirements:
- 2-3 years of experience in client service or operations
- Strong organizational and problem-solving skills
- Comfortable working with ambiguity
- Ability to manage multiple tasks concurrently
- Self-driven with high accountability and initiative Leverage your onboarding expertise and problem-solving abilities at CI Financial to support a transforming team.

📌 New Business Coordinator at CI Financial (Golden Horseshoe)
🏢 CI Investments
📍 Golden Horseshoe