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Added 14 mins ago
ML
Finance Director, Poultry Operations
Maple Leaf Foods Inc.
Mississauga, ON
- Full-time
Act as a trusted strategic advisor to Poultry Operations leadership, providing financial insight, constructive challenge and recommendations that support business priorities.
Added 14 mins ago
D
Product Owner, Product management
Desjardins
Montreal, QC
- Full-time
…experts in a variety of fields. You will serve as a specialized advisor and subject matter expert in your field, and act as a contact and coach for decision makers. More specifically, you…
Added 14 mins ago
D
Product Owner, Product management
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
- Full-time
…experts in a variety of fields. You will serve as a specialized advisor and subject matter expert in your field, and act as a contact and coach for decision makers. More specifically, you…
Added 14 mins ago
CF
Client Service Associate
CI Financial
Toronto, ON
- Full-time
…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…
Added 30 mins ago
S
Junior Learning Advisor
Serefin
Remote, Canada
- $46,000 to $48,000 CAD / year
- Full-time
- Remote
We are currently seeking a Learning Advisor to join our team and who will work remotely. In this exciting and challenging role, the Learning Advisor is responsible for the design,…
Added 30 mins ago
Insurance Advisor, Auto(Moose Jaw, SK)
Talent Acquisition Team at Westland Insurance. Text reply only.
Moose Jaw, SK
As an Insurance Advisor, Auto, you're empowered to develop your career in insurance by learning how to promote and educate clients on Insurance products. You'll also practice anticipating…
Added 45 mins ago
IF
Senior Data Analyst,
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
…platforms and operations, as well as decision-making across our advisor network and business…
Added 1 hour ago
UO
Manager, Founder & Venture Initiatives
University of Calgary
Calgary, AB
- Full-time
…strives for inimitable excellence through innovative teaching and learning, cutting-edge exploration, and community linkage. Reporting to the Sr. Manager, Programs and Events, the Manager,…
Added 1 hour ago
AF
Everyday Banking Advisor - Lloydminster
ATB Financial
Lloydminster, SK
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 1 hour ago
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Principal AI/ML Engineer
lululemon
Vancouver, BC
- Full-time
…delivers value. You will leverage deep expertise in machine learning systems, generative AI, MLOps , and platform architecture to shape company-wide technical strategy and design of the…
Added 1 hour ago
L
Principal Applied AI/ML Scientist
lululemon
Vancouver, BC
- Full-time
Translating emerging AI research (e.g., LLMs, multimodal learning, foundation models) into enterprise ‑ ready capabilities with measurable business outcomes
Added 1 hour ago
Financial Advisor - College & Grace, Toronto
Scotiabank
Toronto, ON
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
Financial Advisor, Investment & Retirement Planning - Yonge & 16th, Richmond Hill
Scotiabank
Richmond Hill, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 1 hour ago
Financial Advisor - Queen & Pape, Toronto, Ontario
Scotiabank
Toronto, ON
…and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of…
Added 1 hour ago
Wealth Management Intern (Student/New Grad Position)
The Canada Life Assurance Company
Toronto, ON
…sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business…
Added 1 hour ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $84,698 to $128,743 CAD / year
- Full-time
- Remote
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 1 hour ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $84,698 to $128,743 CAD / year
- Full-time
- Remote
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 1 hour ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $84,698 to $128,743 CAD / year
- Full-time
- Remote
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 1 hour ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $84,698 to $128,743 CAD / year
- Full-time
- Remote
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 1 hour ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $84,698 to $128,743 CAD / year
- Full-time
- Remote
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 1 hour ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $84,698 to $128,743 CAD / year
- Full-time
- Remote
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 1 hour ago
D
Advisor, Securities
Desjardins
Pointe-Claire, QC · Montreal, QC · Brossard, QC · Val-d'Or, QC · Thetford Mines, QC · Salaberry-de-Valleyfield, QC · Victoriaville, QC · Mont-Saint-Hilaire, QC · Quebec, QC · Laval, QC · Saint-Hyacinthe, QC · Trois-Rivières, QC · Gatineau, QC · Sherbrooke, QC · Cowansville, QC
- Full-time
Complete account openings, forms and securities transactions as directed by the advisor(s).
Added 1 hour ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Montreal, QC
- $84,698 to $128,743 CAD / year
- Full-time
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 1 hour ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Mississauga, ON
- $84,698 to $128,743 CAD / year
- Full-time
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)
Added 1 hour ago
ED
Procurement Advisor / Sr. Procurement Advisor - EN 932
Export Development Canada | Exportation et développement Canada
Toronto, ON
- $84,698 to $128,743 CAD / year
- Full-time
Position: Procurement Advisor (Level 17)/ Senior Procurement Advisor (Level 18)

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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