Take your career to the next level as a New Business Coordinator at CI Financial. Focus on advisor onboarding while enhancing your skills in a supportive environment.
CI Financial is looking for a proactive New Business Coordinator to evolve advisor transitions and onboarding experiences. This newly created role requires adept navigation of changing priorities and meticulous attention to detail in all processes. Embrace an opportunity to help drive the team's growth.
Key Responsibilities:
- Coordinate and manage advisor onboarding phases
- Facilitate accurate licensing and code setup
- Track and verify asset transfers and account data
- Communicate efficiently with internal and external partners
- Maintain organized records within workflow systems
Requirements:
- 2-3 years of experience in client service or operations
- Strong organizational and problem-solving skills
- Comfortable working with ambiguity
- Ability to manage multiple tasks concurrently
- Self-driven with high accountability and initiative
Leverage your onboarding expertise and problem-solving abilities at CI Financial to support a transforming team.
New Business Coordinator at CI Financial employer: CI Investments Inc.
CI Financial is an exceptional employer that fosters a supportive and inclusive work environment, empowering employees to take ownership of meaningful projects while promoting personal and professional growth. With competitive benefits, including health insurance, wellness programs, and a modern HQ location near Union Station, employees are encouraged to thrive in a collaborative atmosphere. The company values ambition and continuous learning, making it an ideal place for those looking to excel in the investment fund industry.
