New Business Coordinator

CI Financial•Toronto, ON

8d•CA$45,000 - CA$55,000•Onsite

About The Position

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. Are you ready to be part of something new and exciting? We’re building an innovative National Accounts team that’s redefining how advisors are onboarded and supported across the country and we’re looking for a dynamic New Business Coordinator to join us. This newly created role is your opportunity to help shape and elevate the advisor experience from day one. You’ll take ownership of the onboarding journey, ensuring every step, from registration and code creation to asset transfers, communication, and system setup, is handled with precision and care. As a key member of the National Accounts team, you’ll collaborate closely with internal stakeholders and advisors to deliver a best-in-class onboarding experience that reflects our commitment to efficiency, accuracy, and partnership.

Requirements

2–3 years of relevant experience in financial services, preferably in an operational, administrative, or client service capacity.
Proven ability to solve problems independently and manage multiple priorities in a fast-paced, high-volume environment.
Attention to detail, customer service focused, organizational skills, and professional communication abilities.

Nice To Haves

Experience in advisor transitions, new account setups.
Knowledge of asset transfer processes and financial systems preferred.
Proficiency with Microsoft Office Suite, CRM platforms, and workflow tools.
Proactive, and adaptable to ongoing change.
Interest in process improvement or operational optimization initiatives.

Responsibilities

Coordinate all phases of advisor onboarding and transition, ensuring timelines and service standards are met.
Facilitate registration, licensing, and code creation while ensuring accurate setup in business systems.
Oversee asset and account transfers, tracking progress and verifying data accuracy.
Communicate proactively with advisors, internal stakeholders, and external partners to provide updates and resolve issues quickly.
Maintain records, documentation, and tracking in workflow and CRM systems.
Identify and escalate potential bottlenecks, applying problem-solving skills to maintain service flow.
Support system access setup, permissions, and testing.
Assist in reporting, data maintenance, and administrative support for National Accounts initiatives.
Assist in other operational tasks as needed.