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About the Role

The Business Processing Coordinator will manage relationships with new advisors and branches during onboarding, accurately processing various transactions while maintaining a high level of service and accuracy.

Responsibilities

• Assist with all aspects of the onboarding relationship for new advisors and branches, including branch user setup and coordination of access.
• Provide training for new branches on paperwork and processes, potentially onsite.
• Effectively manage queues for non-financial and financial processing, including new account setup, client updates, non-financial transactions, and setup/updates of fee groups, systematic plans, transfers, and fee processing.
• Follow up on all outstanding transfers within SLA.
• Respond in a timely manner to all inquiries with a high level of service.
• Review all documentation to ensure it is in good order prior to processing through the dealer back office system or forwarding to the fund company.
• Work with advisors/branches to obtain pending documentation follow-up.
• Manage daily maintenance requirements of existing advisors to support regional initiatives, including movement of books of business, new hire setups, retirements, resignations, and terminations.
• Commit to continual learning via CI Learn and/or industry courses.
• Assist with other departmental and corporate initiatives as required, including automation where appropriate.

Requirements

• Minimum 2-year prior financial industry experience required.
• Prior financial processing experience is an asset.
• Prior client service experience is an asset.
• Post-secondary education.
• IFIC Operations or Canadian Securities Course an asset.
• Ability to work as part of a team.
• Ability to work under pressure while maintaining a high level of accuracy.
• High degree of accuracy and attention to detail is essential.
• Well organized and results-oriented.
• Excellent communication skills – verbal and written.
• Familiar with financial industry – account types and products including mutual funds, GIC, equities, ETF’s etc.
• Proficient PC skills.
• Has respect for confidentiality of sensitive information.
• Proven ability to work effectively in a dynamic and fast-paced environment.
• Demonstrates a high degree of urgency and accountability.
• Highly motivated and eager to learn.
• Client focused and service oriented.
• Ability to work overtime as necessitated by business volumes.
• Some travel may be required.

Skills

• Bi-lingual an asset

Location

• Onsite

Work Type

• Full-time
• Onsite

Experience Level

• Minimum 2 years

Education Level

• Post-secondary education

Salary/Compensations

• $42,500 to $71,000

Benefits

• Health insurance coverage
• Wellness programs
• Life and disability insurance
• Retirement savings plans
• Paid leave programs
• Education-related programs
• Paid holidays and vacation time
• 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

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

Equal Opportunity

• We are focused on building a diverse and inclusive workforce.
• CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.
• If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.