New Business Coordinator

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.

• 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 escalation 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.

• 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.

• 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.

The anticipated base salary range for this position is $45,000 to $55,000. Base salary depends on experience, skills, education, and budget, and may vary by geography. In addition to base salary, this position is eligible for a bonus program. The company offers a variety of benefits, 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 more, many of which are subsidized or fully paid by the company.

• 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 committed to building a diverse and inclusive workforce and encourage all qualified individuals to apply.