CI Financial Advisor Onboarding Coordinator

Become a vital part of CI Financial as the Advisor Onboarding Coordinator in Toronto. This full-time role emphasizes coordination and customer service in the onboarding process.
Joining the National Accounts team, you'll help revolutionize how advisors are supported from the get-go. Your expertise will ensure seamless transitions, proactive communication, and meticulous management of records for both internal and external stakeholders. Contribute to a culture of efficiency and superior support.
Key Responsibilities:
• Coordinate advisor onboarding and transition phases
• Facilitate registration and setup in business systems
• Oversee account transfers and ensure data accuracy
• Provide updates and resolve issues swiftly with advisors
• Assist with administrative support for initiatives
Requirements:
• 2–3 years relevant experience in client services
• Proven problem-solving and detail-oriented skills
• Strong organizational skills in a fast-paced enviro...