Service Associate

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.

What you bring:

• A minimum of 2 years experience in financial services industry with a focus on operations and clients services.
• Post-secondary education.
• Ability to meet deadlines and work efficiently under pressure with a keen attention to detail.
• Excellent verbal and written communication skills.
• Proficiency in MS Office Suite (Word Excel Outlook PowerPoint).
• Familiarity with DocuSign and Salesforce is a plus.
• Strong analytical administrative problem-solving and organizational skills.
• Self-motivated with a positive attitude.
• Proven ability to collaborate well in a team environment and maintain professionalism in a fast-paced setting with tight deadlines.

What you will do:

• Accurately process daily mutual fund stock and bond trades.
• Prepare paperwork for investment purchases redemptions switches and in-kind transfers.
• Manage and maintain filing systems.
• Update and maintain non financial requests.

• Liaise with Assante back office on transfers administration issues and maintenance tasks.
• Assist with coordinating digital marketing.
• Be the first point of contact for new National Account clients and triage with the appropriate CI Assante resources.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42500 to $71000. Exact salary depends on several factors such as experience skills education and budget. Salary range may vary based on geographic addition to base salary this position is eligible for participation in a bonus addition The Company offers a variety of benefits to eligible employees 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 many others. Many of these benefits are subsidized or fully paid for by the company

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 Topup 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 or call ext. 4747.