Business Processing Coordinator

Description
Join to apply for the  Business Processing Coordinator  role at  CI Financial

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 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

What we offer

Modern HQ location within walking distance from Union Station

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program (ESPP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top‑up program

Fitness membership discounts

Paid Volunteer Days

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 , or call  ext. 4747.

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