Advisor Onboarding & Processing Specialist

CI Financial; Toronto; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Paid time off for Volunteering

Job summary

CI Financial is seeking a Business Processing Coordinator to manage onboarding relationships with new advisors and branches, handle account setup, transfers, and fee processing, and maintain high service levels. The role supports regional initiatives and requires accuracy and ongoing learning.

The position follows an in-office model, four days on-site, with a base salary range of $42,500 to $71,000 CAD and potential bonus eligibility.

Qualifications

• Minimum 2-year prior financial industry experience required.
• Prior financial processing experience is an asset.
• Prior client service experience is an asset.

Responsibilities

• Assist with onboarding relationship for new advisors and branches, including branch user setup and access coordination.
• Provide training for new branches on paperwork and processes, potentially onsite.
• Set up new accounts, client updates, and non-financial transactions.
• Set up/update of fee groups, systematic plans, transfers, and fee processing.
• Follow up on all outstanding transfers within SLA and respond to inquiries with high service levels.
• Review documentation for accuracy before processing or forwarding to fund company.

Skills

Excellent communication skills

Education

Post-secondary education

IFIC Operations or Canadian Securities Course an asset

Job description

CI Financial is seeking a Business Processing Coordinator to manage onboarding relationships with new advisors and branches, handle account setup, transfers, and fee processing, and maintain high service levels. The role supports regional initiatives and requires accuracy and ongoing learning.

The position follows an in-office model, four days on-site, with a base salary range of $42,500 to $71,000 CAD and potential bonus eligibility.