26 Sep
|
CI Financial
|
Canada
26 Sep
CI Financial
Canada
CI Financial Corp. is seeking a Business Processing Coordinator to manage onboarding relationships with recent advisors/branches and to process a wide range of transactions with high accuracy.
This role involves coordinating onboarding, training, fee groups and transfers, while maintaining daily advisor activity and books of business. The position is in-office, four days per week, with prospects for growth through CI Learn and related programs.
J-18808-Ljbffr
📌 Advisor Onboarding & Processing Specialist Toronto (Canada)
🏢 CI Financial
📍 Canada