Teams at CI Financial

Provides bilingual English and French support to self-directed investors through phone, email, and other channels. Resolves trading account, digital access, documentation, funding, transfer, and platform issues; supports account opening and maintenance; documents interactions; escalates complex or regulated matters; protects client information; and collaborates on service improvements. The role requires strong communication, problem-solving, organization, attention to detail, and customer-service skills in a regulated financial-services environment.

Provides account administration and client service for high-net-worth investment clients, advisors, and internal teams. Investigates account issues, coordinates resolutions with custodians and back-office departments, responds to program inquiries, submits trade requests, supports reporting needs, and assists with projects and campaigns. The role requires investment-industry knowledge, strong communication and relationship-building skills, accuracy, independence, and the ability to work under pressure in an onsite environment.

Processes mutual fund trade files, allocates trades, follows up on rejected transactions, prepares transaction corrections and LOIs, and resolves trade-related inquiries. The role collaborates with internal teams, handles client issues professionally, and supports ad hoc trade desk projects. It requires financial industry experience, analytical attention to detail, strong communication, and proficiency with Excel and Power BI. The position is onsite four days per week.