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Added 1 day ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Drummondville, QC
- Part-time
Work for a local business owner while having the support of a strong retail brand. Benefit from a purchase discount program, flexible and varied schedules, competitive pay and online…
Added 1 day ago
W
Pharmacy Assistant
Walmart
Waterloo, ON
- Part-time
…supervision), selecting appropriate products, performing the accuracy program, including 7 point, Visual and DIN checks, selecting and counting/ measuring & preparing appropriate products,…
Added 1 day ago
HE
Housekeeper
Hotel Equities Group, LLC
Drayton Valley, AB
- Full-time
Hotel Equities, a multi-award-winning hotel development and hospitality management company, is seeking a friendly, service-oriented Housekeeper to join our team.
Added 1 day ago
CF
Client Service Associate
CI Financial
Toronto, ON
- Full-time
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs
Added 1 day ago
CG
EHS Leader
C.H. Guenther & Son
Baie-D'Urfé, QC
- Full-time
Counsel and support operations management and employees in activities to achieve a safe and healthy working environment, and to sponsor supervisory/employee-based activities that will…
Added 1 day ago
DD
The Shoe Co. - Sales Associate
DSW Designer Shoe Warehouse
Burlington, ON
- Part-time
We’re looking for a CONTRACT (Part-time) Sales Associate for our The Shoe Co. banner who will put their best foot forward.
Added 1 day ago
SALES ASSOCIATE
Boutique La Vie En Rose
Drummondville, QC
Performance bonuses (in-store sales or management position);
Added 1 day ago
Associate Director of Programs - Wellbrook Place West
Partners Community Health
Mississauga, ON
Experience in program development, quality improvement, budgeting, and change management.
Added 1 day ago
SALES ASSOCIATE
Boutique La Vie En Rose
Victoria, BC
Performance bonuses (in-store sales or management position);
Added 1 day ago
A
Responsable de comptes, ventes numériques/ Digital Sales Account Manager
ADP
Montreal, QC
- Full-time
Added 1 day ago
FT
Program Lead, Enterprise CRM (Higher Education)
Fanshawe Toronto@ILAC
London, ON
- Full-time
The Program Lead, Enterprise CRM acts as a strategic liaison between Information Technology and key stakeholders across recruitment, admissions, enrolment services, student services,…
Added 1 day ago
Simulation Specialist
Mohawk College
Hamilton, ON
…the School of Health. The incumbent will collaborate with the program areas to help develop opportunities for interprofessional education across multiple program areas. The incumbent will…
Added 1 day ago
B
Associate, KYC Requirements & Outreach
BMO
Toronto, ON · FCP
- Full-time
Reporting to the Vice President, KYC Requirements & Outsourcing, the Associate, KYC Requirements & Outsourcing will be expected to manage the vendor relationship, to assist in identifying…
Added 1 day ago
TH
Associé(e) aux ventes, Service aux entrepreneurs (temps plein)
The Home Depot
Laval, QC
- Full-time
PASAs must have thorough knowledge of all departments and how to use the products in each department
Added 1 day ago
TH
Merchandising Execution Team Associate Part Time - 7065 South Common
The Home Depot
Canada
- Part-time
Read and interpret directions to ensure merchandise is set to the planogram, project instructions, program service requirements and general service guidelines
Added 1 day ago
TH
Associé(e) ventes aux entrepreneurs (temps partiel)
The Home Depot
Canada
- Part-time
PASAs must have thorough knowledge of all departments and how to use the products in each department
Added 1 day ago
IF
Senior Data Analyst,
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
…pipelines, while contributing to the implementation of modern data management solutions, including data warehouses, data marts, and data…
Added 1 day ago
KB
Project Sales Associate
Kent Building Supplies
Fredericton, NB
- Full-time
For this position, you will receive a base salary of $37,440 annually + Commission Program.
Added 1 day ago
IS
Associate Materials Management Specialist
Irving Shipbuilding
Dartmouth, NS
- Full-time
The Associate Materials Management Specialist plays a key role in supporting shipbuilding operations by ensuring the timely movement, tracking, and management of materials. Working closely…
Added 1 day ago
HT
Maintenance Technician
Husky Technologies
Bolton, ON
- Full-time
Must be able to work rotating shift schedules
Added 1 day ago
A
Senior BIM Designer
Arup
Montreal, QC
- Full-time
Assist with project setup, BIM data management, and coordination workflows.
Added 1 day ago
TP
Financial Services Officer (Banking)
The Police Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
Education: High School Diploma required; Associate’s or Bachelor’s degree in Finance or Business preferred.
Added 1 day ago
FC
Program Lead, Enterprise CRM (Higher Education)
Fanshawe College
London, ON
- Full-time
The Program Lead, Enterprise CRM acts as a strategic liaison between Information Technology and key stakeholders across recruitment, admissions, enrolment services, student services,…
Added 1 day ago
OF
Senior Membership Sales Associate
Orangetheory Fitness 10018
Milton, ON
- $25 to $32 CAD / hour
- Full-time
…professionals to join our team as a Senior Membership Sales…
Added 1 day ago
OF
Senior Membership Sales Associate
Orangetheory Fitness 10018
Oakville, ON
- $25 to $32 CAD / hour
- Full-time
…professionals to join our team as a Senior Membership Sales…

CI Financial

Client Service Associate

Toronto, ON, Canada

The anticipated base salary range for this position is $42,500 to $71,000. · Full-time

Apply on ci.wd3.myworkdayjobs.com About employer

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Job details

Pay: The anticipated base salary range for this position is $42,500 to $71,000.
Job type: Full-time
Experience: 2-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skills
Posting language: English
Posted: Nov 9, 2026

Original job description

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.

As Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide exceptional client support to our Financial Advisors. In this role, the successful candidate will work to gather information and create solutions to assist our advisors in their daily operations. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry. After your initial training period, you will service a set group of advisors allowing you to get to know them and their business. You will also be part of a team so that you are working with a consistent group of team members which will empower you to collaborate to provide amazing service. This role will be a hybrid role and based in Toronto, ON with a requirement of being in the office four days a week.

WHAT YOU WILL DO

Collaborate within a team approach to support Advisors in process-related matters and handle complex inquiries.
Directly engage with operations and back office team members to process documentation and troubleshoot operational and account issues.
Work closely with colleagues across the organization to facilitate daily activities, ensuring seamless operations.
Process financial transactions related to Dealer activity, ensuring precision and compliance.
Raise and track client and operational issues, promptly escalating matters as required.
Apply creative and out-of-the-box thinking when dealing with unique inquiries.

WHAT YOU WILL BRING

2-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skills
Fluency in English (verbal and written)
Industry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further education
Strong MS Office skills (Outlook, Word and Excel)
Team Player with friendly personality and strong communication skills
Proven ability to manage high volumes with a positive and professional attitude
Calm approach to a dynamic and fast-paced environment
Demonstrated collaborative approach to problem-solving
Strong communication skills
Service-oriented personality

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In 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 Top–up 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 at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

Apply on ci.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Collaborate with internal and external stakeholders to provide exceptional support to Financial Advisors regarding operations and account issues. Process financial transactions with precision and manage client inquiries while maintaining compliance standards.

Requirements

Requires 2-3 years of client service experience within the investment or banking industry. Candidates should possess strong MS Office skills and hold or be pursuing industry-related certifications like CSC or CPH.

Skills

Client service
Financial services
Investment knowledge
Banking
Communication skills
Problem-solving
MS Office
Outlook
Word
Excel
Operational support
Transaction processing
Compliance
Team collaboration
Time management

Benefits

Health insurance
Wellness programs
Life insurance
Disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Training reimbursement
Employee savings plan
Corporate discount program
Parental leave top-up program
Paid time off for volunteering

Visa sponsorship

Not detected in the job text

Keywords

Client Service Associate
Financial Services
Investment Advisor
Wealth Management
Asset Management
CSC
CPH
Operations
Back Office
Financial Transactions
Compliance
MS Office
Outlook
Word
Excel
Client Support
Stakeholder Management
Problem Solving
Hybrid Work
Toronto

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Work requirements

Jobs in Canada