Relationship Manager, Transitions

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 are currently seeking a Relationship Manager, Transitions to join our Client Experience team. In this role, the successful candidate is expected to ensure the smooth running of our Transitions Team by providing them with necessary tools, support and knowledge around advisor practice and branch level changes, as well as recruitment of current businesses into Assante and maintenance of existing businesses. This position requires a deep understanding of the industry, advisor practices, and strong soft skills for effective business development and client service.

Lead and manage a transition service and operations team, ensuring excellence in performance and task execution.

Oversee the onboarding of advisor assets and triage associated service items.

Cultivate a collaborative and high-performance team environment.





Develop and guide team members in acquiring sufficient knowledge and training in order to perform their duties whilst also ensuring all team members have adequate back up when required.

Effectively track team statistics to manage the volume of inquiries.

Collaborate closely with the back office for escalations and identify workflow efficiencies.

Responsible for evaluating and completing performance reviews for the teams and conducting quarterly performance reviews and recommending ratings for individual team members.

Leadership experience in managing a team.

Understanding of dealer back-office procedures.

Successful completion of IFIC and CSC is an asset.

RPM, Fundserv, ATON, Salesforce, PureFees experience an asset.

Effective time-management, ability to manage tasks simultaneously and adapt to changing priorities.

Training Reimbursement.

Corporate Discount Program.

Parental Leave Top–Up Program.

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.

📌 Relationship Manager Support (Toronto)
🏢 CI Financial
📍 Toronto