Bilingual Business Processing Coordinator

CI Financial
CA - Ontario - Ontario
May 1, 2025
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.

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 ***, or call *** ext. 4747.

Read the full job description and apply online on the recuiter's web-site

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