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. 

In this role, the successful candidate will provide support to our transitioning advisors by helping them navigate the onboarding process via training, regular calls, and practice management. They will act as a senior resource to their advisors and as the conduit between advisor and head office. Their focus is to know business practices of their advisors and work with them to successfully transition their business to Aligned Capital Partners, Inc. A good understanding of the industry coupled with soft skills to work calmly in a fast-paced environment and manage multiple tasks for multiple advisors.

What you will do:

• Act as the main point of contact for the advisor and their team during a transition
• Assist and prepare the advisor with pre- and post- registration actions as outlined by the protocol in our transition guide and roadmap
• Ensure coordination between all departments for all transition-related items
• Assess issues and engage executive where needed on urgent or exceptional matters
• Train advisor on all systems required for transitioning assets and managing their book of business thereafter
• Collaborate with Transition Support Associate on tracking account opening and asset movement to ensure assets arrive in a timely manner

You will Bring

• University degree or College diploma is preferred
• At least 2 years of work experience providing client service in the investment, banking, or related industries
• Strong MS Office skills (Outlook, Word and Excel)
• A demonstrated collaborative approach to solving problems
• Experience with industry-related client service
• Strong communication skills
• Completion of CSC and CPH is an asset, and if you do not have them completed, it is expected that these courses are completed within a year

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 - $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

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.