New Business Onboarding Specialist CI Financial

Join CI Financial as a New Business Onboarding Specialist, focusing on delivering an exceptional onboarding journey for advisors. This role emphasizes accuracy, collaboration, and customer-centric communication.

In this newly created position, you will take charge of the onboarding process for advisors at CI Financial, ensuring every phase flows smoothly. You’ll liaise with various stakeholders to provide timely updates and resolve any challenges that arise, all while ensuring compliance with best practices.

Your role will significantly impact the efficiency of the onboarding experience.

Key Responsibilities:

• Coordinate onboarding and transition for all advisors

• Manage registration, licensing, and system setup

• Oversee accountability for asset and account transfers

• Communicate updates effectively with all involved

• Maintain detailed documentation and workflow tracking

Requirements:

• 2–3 years’ experience in operational or client service roles

• Strong problem-solving and multitasking abilities

• Detail-oriented with a focus on customer satisfaction

• Preferred qualifications in asset transfer knowledge

• Proficiency with workflow and CRM tools

Drive innovative onboarding solutions and enrich advisor experiences at CI Financial.
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