Advisor Onboarding & Processing Specialist

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

Benefits offered by this job

Training reimbursement

Paid professional designations

Employee savings plan

Corporate discount program

Parental leave

Top-up program

Paid time off

Job summary

CI Financial Corp. is seeking a Business Processing Coordinator to manage onboarding relationships with new 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 opportunities for growth through CI Learn and related programs.

Qualifications

• 2+ years of financial industry experience.
• Prior financial processing experience is an asset.
• Prior client service experience is an asset.
• Post-secondary education in IFIC Operations or Canadian Securities Course is an asset.
• Bi-lingual abilities are an asset.
• Familiar with financial products including mutual funds, GIC, equities and ETFs.
• Proficient PC skills and ability to work under pressure with high accuracy.

Responsibilities

• Onboard new advisors/branches; set up branch access.
• Provide training to new branches on paperwork and processes.
• Manage queues for non-financial & financial processing including new accounts and client updates.
• Set up/update fee groups, systematic plans, transfers and fee processing.
• Follow up on transfers within SLA.
• Respond promptly to inquiries with high service levels.
• Review documents before processing or forwarding to fund company.
• Coordinate with advisors to obtain pending documentation.
• Maintain daily advisor needs and books of business movements.
• Set up new hires and handle terminations.
• Maintain accuracy per QA controls.
• Pursue CI Learn or other industry courses.
• Support other departmental initiatives including automation.

Skills

Financial processing

Client service

Attention to detail

Communication skills

Bilingual asset

Education

IFIC Operations or Canadian Securities Course

Post-secondary education

Tools

MS Office

PC skills

Job description

CI Financial Corp. is seeking a Business Processing Coordinator to manage onboarding relationships with new 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 opportunities for growth through CI Learn and related programs.