Join CI as a New Business Coordinator and support a agile National Accounts team aimed at redefining advisor experiences. This quick-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 workplace.

📌 Ci New Business Coordinator Role Golden Horseshoe
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📍 Golden Horseshoe