Transition Specialist

CI Financial

2d • 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. 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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree