At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.The Business Processing Coordinator will be responsible for managing the relationship of new advisors/branches that are onboarding to Assante including accurately processing a variety of transactions on behalf of those advisors. Accuracy and a high level of service are expected at all times.ResponsibilitiesAssist with all aspects of the onboarding relationship for new advisors and branches including:Branch user set up and coordination of accessTraining for the new branch on paperwork and processes – potentially onsiteEffectively manage queues for non-financial & financial processing including:New account set up, client updates and non-financial transactionsSet up/updates of fee groups, systematic plans, transfers, fee processing etc.Follow up on all outstanding transfers within SLARespond in a timely manner to all inquiries and with a high level of serviceReview all documentation to ensure in good order prior to processing through dealer back office system or forwarding to fund companyWork with advisors/branches to obtain pending documentation follow-upManage daily maintenance requirements of existing advisors to support regional initiatives including:Movement of books of businessNew hire set upsRetirements/Resignations/TerminationsAccuracy is crucial and will be monitored through our Quality Control processCommitted to continual learning via CI Learn and/or industry coursesAssist with other departmental and corporate initiatives as required including automation where appropriate.QUALIFICATION REQUIREMENTSMinimum 2-year prior financial industry experience requiredPrior financial processing experience is an assetPrior client service experience is an assetEducation/TrainingPost-secondary educationIFIC Operations or Canadian Securities Course an assetKnowledge, Skills, And AbilitiesAbility to work as part of a teamAbility to work under pressure while maintaining high level of accuracyHigh degree of accuracy and attention to detail is essentialWell organized and results - orientedExcellent communication skills – verbal and written, Bi-lingual an assetFamiliar with financial industry – account types and products including mutual funds, GIC, equities, ETF’s etc.Proficient PC skillsHas respect for confidentiality of sensitive informationProven ability to work effectively in a dynamic and fast paced environmentDemonstrates a high degree of urgency and accountabilityHighly motivated and eager to learnClient focused and service orientedWorking ConditionsAbility to work overtime as necessitated by business volumesSome travel may be requiredThis role follows our in-office work model and requires employees to be onsite four days per week to support collaboration and business needs.This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location.In addition to base salary,



this position may be eligible for participation in a bonus program.participation in a bonus programhealth insurance coveragewellness programslife and disability insuranceretirement savings planspaid leave programseducation-related programspaid holidays and vacation timemany othersMany of these benefits are subsidized or fully paid for by the company.CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.A Supportive Environment for SuccessWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.What We OfferModern HQ location within walking distance from Union StationTraining ReimbursementPaid Qualified DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top-up programPaid time off for VolunteeringCI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call (phone hidden) ext. 4747.#J-18808-Ljbffr

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