Join CI as a New Business Coordinator and support a energetic National Accounts team aimed at redefining advisor experiences. This fast-paced role emphasizes onboarding and operational support. In this pivotal role, your coordination skills will ensure effective onboarding and transition for advisors.

Key responsibilities include managing timelines, facilitating asset transfers, and improving operational processes. You must be adaptable, detail-oriented, and able to thrive in a rapidly changing environment while interacting with various stakeholders. Key Responsibilities:

- Coordinate all aspects of advisor onboarding processes
- Facilitate regulatory registrations and license setups
- Track and oversee asset transfers for accuracy
- Communicate effectively with advisors and internal partners
- Contribute to documentation management in CRM systems Requirements:
- 2 to 3 years experience in financial services operations
- Strong organizational and time management skills
- Proven ability to adapt to changing priorities
- Excellent professional communication skills
- Self-starter with accountability and initiative Drive impactful change in the advisor onboarding process while developing your career in a supportive CI environment.

📌 CI New Business Coordinator Role (Toronto)
🏢 Socket.dev
📍 Toronto