Find work in Canada.

607,889 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 10 mins ago
GT
Contract Administrator
GeoSpectrum Technologies, Inc
Dartmouth, NS
- Full-time
…health and wellness benefits, paid time off, opportunities for professional development, and programs that recognize and reward your…
Added 10 mins ago
AH
Lead Packer (Forklift Required)
Archmill House
Hamilton, ON · Ancaster, Ontario
- Full-time
Added 25 mins ago
MD
Health Policy Assistant Division Director - Health Assistant Division Director
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…Health Policy Division in providing strategic, operational, and administrative leadership for a division of approximately 150 staff and a $50M annual budget. Working in partnership with the…
Added 25 mins ago
CF
Private Client Services Coordinator
CI Financial
Toronto, ON
- Full-time
Added 25 mins ago
MD
Legal Operations Associate - State Program Administrator Intermediate / Full-time, Day Shift
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
This position provides advanced administrative, technical, and professional support to the General Counsel's Office. Key responsibilities include:
Added 25 mins ago
S
Speech Language Pathologist, Complex Developmental and Behavioural Conditions - BC Children’s Hospital & Sunny Hill Health Centre
Sanya’k̓ula
Vancouver, BC
- Temporary
Collaborates within the specified program/inter-professional team, speech and language pathology discipline, and in partnership with community services, demonstrated by participating in…
Added 25 mins ago
PH
Data Coordinator Clinical Trials
Provincial Health Services Authority
Vancouver, BC
- Full-time
Obtaining information from the patient, chart, family, or other health care professional as required.
Added 25 mins ago
WB
Snow School Coordinator
Whistler Blackcomb
Whistler, BC
- Temporary
Excellent training and professional development
Added 39 mins ago
RM
Supervisor, Program Funding and Administration (EYCCS)
Regional Municipality of Peel
Brampton, ON
- Other
…hours of work that allows employees to manage personal and professional responsibilities while at the same time ensures business operational needs and customer service expectations are…
Added 54 mins ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
Human Resources planning and management - Oversee all training, professional development, performance management, and goal development activities in Child Care in alignment with the values…
Added 54 mins ago
CH
Unit Clerk
Covenant Health Canada
AB · Edmonton, AB
- Part-time
…1969, the Misericordia Community Hospital has offered both professional development opportunities and the ease of urban living. This full-service hospital provides specialized care through…
Added 54 mins ago
SH
General Duty Nurse (N2) - Child Health - NICU LNG CALL RLF
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…some province-wide health services and supports centralized administrative and business functions for Manitoba health…
Added 54 mins ago
SH
Registered Psychiatric Nurse/Registered Nurse (N2) - MH PX2 West
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…some province-wide health services and supports centralized administrative and business functions for Manitoba health…
Added 54 mins ago
CH
Switchboard Operator
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…will be considered. Ability to respond in a direct, calm and professional manner to emergency and stressful situations including but not limited to Emergency Code Condition calls, medical…
Added 54 mins ago
SH
Medical Laboratory Assistant
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…some province-wide health services and supports centralized administrative and business functions for Manitoba health…
Added 54 mins ago
S
Senior Electrification Manager – Construction
SYSTRA
Toronto, ON
- Full-time
Added 54 mins ago
SH
General Duty Nurse (N2) - Child Health - NICU LNG CALL RLF
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…some province-wide health services and supports centralized administrative and business functions for Manitoba health…
Added 54 mins ago
SH
Primary Nurse Therapist 2 (N4)
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…some province-wide health services and supports centralized administrative and business functions for Manitoba health…
Added 1 hour ago
UO
Client Services Assistant
University of Victoria
Victoria, BC
- Full-time
…independently within the Campus Security team to ensure efficient and professional service delivery in an environment that aligns with the university's mission of offering a welcoming,…
Added 1 hour ago
SH
General Duty Nurse (N2) - Medicine - Respiratory/General Neurology
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…some province-wide health services and supports centralized administrative and business functions for Manitoba health…
Added 1 hour ago
SH
General Duty Nurse (N2) - Antepartum Gynecology
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…some province-wide health services and supports centralized administrative and business functions for Manitoba health…
Added 1 hour ago
SH
General Duty Nurse (N2) - Gastroenterology Clinic
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…some province-wide health services and supports centralized administrative and business functions for Manitoba health…
Added 1 hour ago
SH
General Duty Sonographer - Echocardiography
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…some province-wide health services and supports centralized administrative and business functions for Manitoba health…
Added 1 hour ago
SH
General Duty Nurse (N2) - Women's Float Team
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
…some province-wide health services and supports centralized administrative and business functions for Manitoba health…
Added 1 hour ago
SH
Medical Laboratory Assistant
Shared Health-Soins Communs
Portage la Prairie, MB
- Full-time
…some province-wide health services and supports centralized administrative and business functions for Manitoba health…

CI Financial

Private Client Services Coordinator

Toronto, ON, Canada

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

Apply About employer

Applications open in a new tab.

Job details

Pay: The anticipated base salary range for this position is $42,500 to $71,000.
Job type: Full-time
Apply by: Dec 6, 2026
Posting language: English
Posted: Nov 6, 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.

We are currently seeking a Private Client Services Coordinator to join our Private Client Services team. As the primary service contact for Investment Counselors (IC), Financial Advisors and their Assistants, the Private Client Service Coordinator acts as a liaison with the Custodian (RBC IST/NBIN/CIIS) and CI back-offices in a high net worth and fast-paced environment. Primary responsibilities include account administration, investigating account issues and coordinating complicated requests with administration and custodians for high-net worth clients.

WHAT YOU WILL DO

Act as the primary service contact for ICs, financial advisors, and clients
Investigate account-related problems, make recommendations, and implement the best possible agreed-upon solution for the client in a timely manner
Respond to account-specific inquiries and procedural questions about the Private Client program via email and phone and provide value added suggestions where possible
Liaise and maintain strong relationships with internal departments (PC Administration, Investment Policy (IP) Group, PC trading desk, Managed Solutions), ICs, Stonegate Private Counsel Advisors, and Custodians (RBC Investor Services Trust, NBIN, CIIS)
Submit accurate and complete trade requests prior to 2 pm and seek appropriate approvals and where appropriate (depending on the ICs/region assigned)
Keep current on industry updates, custodian announcements, corporate initiatives, product changes and updates to policies and procedures to assist with field support and inquiries.
Assist with various reporting requests from the field (ie. statements and tax packages)
Assist in special projects and various campaigns where applicable.

WHAT YOU WILL BRING

Completion of post-secondary education in Business or a related discipline
Experience in the investment industry; Private Client or high net worth industry experience considered an asset
Mutual fund and securities industry knowledge
Exceptional customer service and relationship-building skills
Exceptional written and verbal communication skills
Ability to work in a high-pressure environment
Ability to be resourceful and work independently

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 About employer

More about this job

Responsibilities

Serve as the primary service contact for investment counselors, financial advisors, assistants, and clients, handling account inquiries and investigating issues. Coordinate account administration, trade requests, reporting, and complex client requests with internal teams and custodians, while supporting field inquiries and special projects.

Requirements

Post-secondary education in business or a related discipline and experience in the investment industry are requested; private client or high-net-worth experience is an asset. Candidates should have knowledge of mutual funds and securities, strong customer service and communication skills, and the ability to work independently and effectively under pressure.

Skills

Customer Service
Relationship Building
Written Communication
Verbal Communication
Account Administration
Problem Investigation
Problem Solving
Investment Industry Knowledge
Mutual Fund Knowledge
Securities Industry Knowledge
Trade Request Processing
Stakeholder Coordination
Client Support
Independent Work
Resourcefulness
Working Under Pressure

Benefits

Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plans
Paid Leave
Education-Related Programs
Paid Holidays
Vacation Time
Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-Up
Paid Volunteering Time
Bonus Program

Visa sponsorship

Not detected in the job text

Keywords

Private Client Services
Investment Counselors
Financial Advisors
High-Net-Worth Clients
Account Administration
Custodians
RBC Investor Services Trust
NBIN
CIIS
Mutual Funds
Securities
Trade Requests
Investment Policy
Managed Solutions
Private Client Administration
Client Inquiries
Account Issues
Statements
Tax Packages
Field Support
Reporting
Financial Services
Wealth Management
Asset Management

Report this job