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About the Role

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.

Responsibilities

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 escalate 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.

Requirements

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.
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.
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.

Skills

Problem-solving
Organization
Time management
Attention to detail
Communication
Client service
Accountability
Ownership
Initiative
Adaptability
Process improvement
Microsoft Office Suite
CRM platforms
Workflow management tools

Location

In-office environment

Work Type

Full-time

Experience Level

2 to 3 years of relevant experience in financial services, preferably in an operations, administration, onboarding, or client service capacity.

Salary/Compensations

$42,500 to $71,000

Benefits

Participation in a bonus program
Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
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 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.

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.