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Added 14 mins ago
JC
Property Manager
JYSK Canada
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- $80,000 to $90,000 CAD / year
- Full-time
4+ years of professional experience in commercial property management support, corporate real estate administration, or leasing coordination.
Added 14 mins ago
MW
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- Full-time
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Added 14 mins ago
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- Full-time
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AP
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Added 14 mins ago
SD
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Added 14 mins ago
JH
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- Full-time
…individual is committed to accuracy in handling a range of administrative tasks geared toward timely, and accurate…
Added 14 mins ago
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…between a candidate conversation, a community event and the administrative follow-through required…
Added 14 mins ago
D
Sales Enablement Specialist (Proposal Design)
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- $60,000 to $70,000 CAD / year
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Added 14 mins ago
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Added 14 mins ago
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Coordinator People
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Added 14 mins ago
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Assistant Director of Care - Temporary Role
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Monitor compliance with organizational policies, professional standards, and regulatory requirements.
Added 14 mins ago
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Dental Assistant - Noftall Family Dentistry
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- Full-time
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Added 14 mins ago
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Added 14 mins ago
CF
Client Service Associate
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Toronto, ON
- Full-time
Proven ability to manage high volumes with a positive and professional attitude
Added 29 mins ago
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Finance & Payroll Officer
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…Institute of Canada (IPIC) for the 2026–2027 term, the national professional association for Canada’s 1,900+ patent agents, trademark agents, and IP lawyers. She also sits on the boards of…
Added 29 mins ago
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Added 29 mins ago
CO
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Added 29 mins ago
LS
Business Operations Specialist - Permanent - 19575
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If you are a proactive administrative professional who enjoys being the person who brings organization, follow-through, and structure to a busy business environment, we would welcome the…
Added 29 mins ago
LS
Legal Administrative Assistant, IP Litigation - Permanent - 19572
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Our client is a law firm located in downtown Ottawa. They are looking for an experienced Litigation Legal Administrative Assistant to join their IP team on a full-time, permanent basis.
Added 29 mins ago
LI
Senior Manager, Operations
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- $115,000 to $126,000 CAD / year
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Added 29 mins ago
C
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- $80,000 to $100,000 CAD / year
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Added 29 mins ago
IG
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Respond to internal and external payment inquiries in a professional and timely manner

CI Financial

Client Service Associate

Toronto, ON, Canada

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

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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.

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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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