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. We're building an innovative National Accounts team that is redefining how advisors are onboarded and supported across the country, and we're looking for a dynamic New Business Coordinator to join us. As our business evolves, success in this role will require someone who is comfortable navigating change, adapting quickly to shifting priorities, and bringing structure to an environment that is continually growing and maturing.

You'll take ownership of the onboarding journey, ensuring every step, from registration and code creation to asset transfers, communication, and system setup, is handled with precision and care. This is an ideal opportunity for someone who enjoys working in a fast-paced environment, embraces ambiguity, and has the confidence and initiative to make the role their own while helping shape future processes and best practices. As a key member of the National Accounts team, you'll collaborate closely with internal stakeholders and advisors to deliver a best-in-class onboarding experience that reflects our commitment to efficiency, accuracy, and partnership.

Facilitate registration, licensing, and code creation while ensuring accurate setup in business systems. Oversee asset and account transfers, tracking progress and verifying data accuracy. Maintain records, documentation, and tracking in workflow and CRM systems.

Support system access setup, permissions, and testing.



Assist in reporting, data maintenance, and administrative support for National Accounts initiatives. Assist with other operational tasks and priorities as business needs require.

Demonstrated ability to manage competing priorities and deliver results in a fast-paced, high-volume workplace. ~ Proven ability to adapt quickly to changing business needs, shifting priorities, and evolving processes. ~Comfortable working with ambiguity and exercising sound judgment with limited direction. ~ Strong problem-solving, organizational, and time management skills, with exceptional attention to detail. ~ Demonstrated ability to adapt quickly, learn new processes, and navigate evolving priorities within a growing business environment. Process improvement mindset with the ability to identify opportunities, create structure, and recommend practical solutions.

Experience supporting advisor transitions, onboarding, or new account setup processes. Knowledge of asset transfer processes and financial services systems. Proficiency with Microsoft Office Suite, CRM platforms, and workflow management tools.

Resilient, resourceful, and comfortable taking ownership in a role that continues to evolve alongside the business. In addition to base salary, this position is eligible for participation in a bonus program. In addition,



The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. 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.

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. Training Reimbursement Corporate Discount Program Parental Leave We are focused on building a diverse and inclusive workforce. 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 accessible.CI Financial is an independent company offering global wealth management and asset management advisory services.

We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. #

📌 Business Management Coordinator - Entry Level (Ontario)
🏢 CI Investments
📍 Ontario