Member Services Coordinator (12 month contract)

CIRO / OCRI; Montreal; On-site; CAD 63,000 - 74,000; Full time

Job summary

CIRO is seeking a Membership Services Coordinator in Canada to support industry stakeholders including investment dealers, mutual fund dealers, and marketplaces within the Corporate Strategy and Member Services team.

The role involves handling inquiries, preparing communications, maintaining member records, supporting events, and generating reports. A bilingual English/French background and a post-secondary degree are required.

Qualifications

• Bilingual in English and French.
• Post-secondary degree.
• General knowledge of the Canadian securities industry.
• Ability to build strong working relationships with stakeholders and internal partners.
• Strong administrative execution: organization, prioritization, attention to detail, and follow-through.
• Strong writing skills for internal and external communications.
• Ability to operate in a fast-paced environment with competing priorities.
• Ability to triage, coordinate, and deliver with attention to detail.

Responsibilities

• Receives inquiries from industry stakeholders and responds in a timely manner.
• Prepares and distributes Member communications and surveys.
• Assists in maintaining Member records.
• Assists in administration of the Mutual Fund Dealer Continuing Members Only system.
• Supports coordination of CIRO events.
• Supports corporate strategy and member services initiatives as required.
• Prepares the Advisor Update (biweekly) with Corporate Communications.
• Assists with annual bulletin reporting on exemptions granted by CIRO.
• Supports scheduling, documentation, and progress tracking on projects.
• Generates monthly and ad hoc reports for internal and external stakeholders.

Skills

Bilingual English/French

Strong writing

Organization & prioritization

Stakeholder management

Attention to detail

Follow-through

Education

Post-secondary degree

Tools

Data tracking systems

Job description

Reporting to the Director, Corporate Strategy and Member Services the Membership Services Coordinator has an important role in assisting CIRO undertaking its regulatory mandate. This dynamic, evolving role is responsible for supporting industry stakeholders, including our members (Investment Dealers, Mutual Fund Dealers and Marketplaces) and advisors, while also supporting delivery on priorities within the Corporate Strategy and Member Services team.

Core Responsibilities

• Receives inquiries and requests from industry stakeholders and responds on a timely basis. Where necessary, liaises with other departments to acquire information.
• Prepares and distributes Member communications and surveys.
• Assists in maintaining Member records.
• Assists in administration of the Mutual Fund Dealer Continuing Members Only system.
• Supports the planning and coordination of CIRO events.
• Supports corporate strategy and member services initiatives as required from time to time
• Prepares the Advisor Update (published biweekly) and collaborates closely with the Corporate Communications and Public Affairs team.
• Assists with the preparation of the annual bulletin reporting on exemptions granted by CIRO.
• Supports scheduling, documentation, and progress tracking on several projects. Facilitates the distribution of broadcast emails for the MS team and other departments.
• Generates monthly and ad hoc reports for internal and external stakeholders.

Key Skills and Competencies

Must Haves

• Bilingual in English and French.
• Post-secondary degree.
• General knowledge and understanding of the Canadian securities industry.
• Ability to build strong working relationships with stakeholders and internal partners.
• Strong administrative execution skills: organization, prioritization, attention to detail, and follow-through
• Strong writing skills for internal and external communications
• Ability to operate effectively in a fast-paced environment with competing priorities and multiple stakeholders
• Ability to triage, coordinate, and deliver in a fast-paced environment while maintaining strong attention to detail

Nice to have

• Previous experience in the investment industry.
• Completion of the Canadian Securities Course or other industry courses.
• Experience with systems and data for tracking / reporting on progress and improving processes.

Culture and Working Environment

Life at CIRO is purpose and performance - driven. We foster an inclusive culture where teamwork, a forward-thinking attitude, and integrity are at the core of everything we do. This creates an environment where employees thrive, grow, and are empowered to learn and contribute their best work.

Joining CIRO means becoming part of a dynamic and transparent organization that values accountability and is committed to maintaining the highest standards of regulatory oversight in the financial industry.

Our Commitment

CIRO is committed to creating an inclusive and barrier-free recruitment and selection process. We welcome applications from all qualified individuals and will provide accommodation upon request for candidates participating in all aspects of the recruitment process, in accordance with applicable human rights and accessibility legislation. If you require accommodation, please contact Human Resources.

CIRO is a pan-Canadian organization that oversees all investment dealers and trading activity in marketplaces across Canada. This position requires regular communication and collaboration with employees in CIRO regional offices and with stakeholders across Canada. Proficiency in English is required due to the frequent interactions with internal and external English-speaking members, clients, registered representatives, firms, Canadian provincial and territorial securities regulators, and employees located outside Quebec. For positions based in Quebec, proficiency in both English and French is required to effectively perform the duties of the role and communicate with stakeholders in both official languages.

Additional Information

• This posting reflects an active vacancy on our team
• We use automated (AI) enabled technology to support aspects of candidate sourcing, screening, and communications. Applications are reviewed by our hiring team and hiring decisions are made by people.
• The hiring range for this position is $62,500 - $73,903. The final compensation offered will be based on the successful candidate’s knowledge, skills, education, training, experience, internal equity, and external market considerations.

We thank all applicants for their interest; however, only those selected for further consideration will be contacted.