New Business Coordinator

Socket.dev; Golden Horseshoe; 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

Enhanced group benefits

Parental leave top-up

Paid time off for volunteering

Job summary

CI Financial is seeking a New Business Coordinator to join our National Accounts team in Ontario, Canada. You will own the advisor onboarding journey, from registration to asset transfers, while collaborating with internal partners to deliver a best-in-class experience.

You must thrive in a fast-paced environment, handle ambiguity, and bring structure through evolving processes and clear communication. This role includes growth opportunities and a strong benefits package.

Qualifications

• 2–3 years of experience in financial services operations, onboarding, or client service.
• Ability to adapt to changing business needs and evolving processes.
• Strong problem solving, organizational, and time management skills.
• Professional communication with a client service mindset.

Responsibilities

• Coordinate all phases of advisor onboarding and transition, ensuring timelines and service standards are met.
• Facilitate registration, licensing, and code creation with accurate setup in systems.
• Oversee asset and account transfers, tracking progress and data accuracy.
• Communicate proactively with advisors, internal stakeholders, and external partners.
• Maintain records and tracking in workflow and CRM systems.
• Identify bottlenecks and apply problem-solving to maintain service flow.
• Assist in reporting, data maintenance, and administrative support for National Accounts initiatives.
• Contribute to ongoing development of operational processes as the team grows.

Skills

Prioritization

Adaptability

Attention to detail

Client service

Communication

Ownership

Tools

Microsoft Office

CRM platforms

Workflow tools

Job description

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.

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 account transfers, tracking progress and verifying data accuracy.
• Communicate proactively with advisors, internal stakeholders, and external partners to provide updates and resolve issues quickly.
• Maintain records, documentation, and tracking in workflow and CRM systems.
• Identify and elevate potential bottlenecks, applying problem-solving skills to maintain service flow.
• Support system access setup, permissions, and testing.
• Assist in reporting, data maintenance, and administrative support for National Accounts initiatives.
• Contribute to the ongoing development and refinement of operational processes as the team continues to grow and evolve.
• Assist with other operational tasks and priorities as business needs require.

WHAT YOU WILL BRING

• Demonstrated ability to manage competing priorities and deliver results in a fast-paced, high-volume environment.
• Proven ability to adapt quickly to changing business needs, shifting priorities, and evolving processes.
• 2 to 3 years of relevant experience in financial services, preferably in an operations, administration, onboarding, or client service capacity.
• Comfortable working with ambiguity and exercising sound judgment with limited direction.
• Strong problem-solving, organizational, and time management skills, with exceptional attention to detail.
• Professional communication skills with a strong client service mindset.
• Self-starter with a high degree of accountability, ownership, and initiative.

Preferred Qualifications

• Demonstrated ability to adapt quickly, learn new processes, and navigate evolving priorities within a growing business environment.
• Process improvement mindset with the ability to identify opportunities, create structure, and recommend practical solutions.
• Experience supporting advisor transitions, onboarding, or new account setup processes.
• Knowledge of asset transfer processes and financial services systems.
• Proficiency with Microsoft Office Suite, CRM platforms, and workflow management tools.
• Resilient, resourceful, and comfortable taking ownership in a role that continues to evolve alongside the business.

This opportunity is for an existing vacancy with the company. Theanticipatedbase salary range for this position is$42,500to $71,000. Exactsalary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• 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

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.