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.
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.
Manage all aspects of the onboarding relationship for new advisors and branches including:
Training for the new branch on paperwork and processes - potentially onsite
Process new accounts, client updates and non-financial transactions
Review all documentation to ensure in good order prior to processing through dealer back office system or forwarding to fund company
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.
Fluency in English and French (verbal and written)
Prior RPM processing experience is an asset
Prior client service experience is an asset
IFIC Operations or Canadian Securities Course an asset
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.
Ability to work overtime as necessitated by business volumes
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
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.
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
Training Reimbursement
Corporate Discount Program
We are focused on building a diverse and inclusive workforce.
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.
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