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 transition
- Training for the new branch on paperwork and processes – potentially onsite
- Respond in a timely manner to all inquiries and with a high level of service
- Process new accounts, client updates and non-financial transactions
- Process 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 SLA
- Review all documentation to ensure in good order prior to processing through dealer back office system or forwarding to fund company
- Work with advisors/branches to obtain pending documentation follow-up
- Accuracy is crucial and will be monitored through our Quality Control process
- Committed to continual learning via CI Learn and/or industry courses
- Assist with other departmental and corporate initiatives as required including automation where appropriate.
WHAT YOU WILL BRING
- Minimum 2-year prior financial industry experience required
- Fluency in English and French (verbal and written)
- Prior RPM processing experience is an asset
- Prior client service experience is an asset
- Post-secondary education
- IFIC Operations or Canadian Securities Course an asset
- High degree of accuracy and attention to detail is essential
- Well organized and results - oriented
- Excellent communication skills – verbal and written, Bi-lingual an asset
- 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
WORKING CONDITIONS:
- Ability to work overtime as necessitated by business volumes
- Some 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 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.
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 [email protected], or call 416-364-1145 ext. 4747.
Top Skills
What We Do
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing
