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 prospect to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. Are you ready to be part of something new and exciting? 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.

This newly created role is an opportunity to play a key part in shaping the advisor onboarding experience and contributing to the continued growth of a high-performing team. 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.

WHAT YOU WILL DO

- Coordinate all phases of advisor onboarding and transition, ensuring timelines and service standards are met.
- Facilitate registration, licensing, and code creation while ensuring accurate setup in business systems.
- Oversee asset and

📌 New Business Coordinator (Golden Horseshoe)
🏢 CI Investments
📍 Golden Horseshoe