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. 

JOB OVERVIEW

The Bilingual Business Processing Coordinator will be responsible for managing the relationship of new advisors/branches that are onboarding to Assante including accurately processing a variety of transactions on behalf of those advisors. Accuracy and a high level of service are expected at all times.

WHAT YOU WILL DO

Manage all aspects of the onboarding relationship for new advisors and branches including:Weekly and ad hoc calls with the branch during the transitionTraining for the new branch on paperwork and processes – potentially onsiteRespond in a timely manner to all inquiries and with a high level of serviceProcess new accounts, client updates and non-financial transactionsProcess financial transactions including but not limited to set up/updates of fee groups, systematic plans, transfers, fee processing etc.Follow up on all outstanding transfers within SLAReview all documentation to ensure in good order prior to processing through dealer back office system or forwarding to fund companyWork with advisors/branches to obtain pending documentation follow-upAccuracy is crucial and will be monitored through our Quality Control processCommitted to continual learning via CI Learn and/or industry coursesAssist with other departmental and corporate initiatives as required including automation where appropriate.

WHAT YOU WILL BRING

Minimum 2-year prior financial industry experience requiredFluency in English and French (verbal and written)Prior RPM processing experience is an assetPrior client service experience is an assetPost-secondary educationIFIC Operations or Canadian Securities Course an assetHigh degree of accuracy and attention to detail is essentialWell organized and results - orientedExcellent communication skills – verbal and written, Bi-lingual an assetFamiliar with financial industry – account types and products including mutual funds, GIC, equities, ETF’s etc.Proficient PC skills Has respect for confidentiality of sensitive informationProven ability to work effectively in a dynamic and fast paced environmentDemonstrates a high degree of urgency and accountability

WORKING CONDITIONS:

Ability to work overtime as necessitated by business volumesSome travel may be required

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 StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid 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.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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.