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Added 7 mins ago
AH
Lead Packer (Forklift Required)
Archmill House
Hamilton, ON · Ancaster, Ontario
- Full-time
…remodeling solution is designed to meet the unique demands of Quick Service Restaurants, offering swift, flawless transformations that minimize disruption and maximize return on…
Added 7 mins ago
EF
Retail Sales Representative - Ottawa
Encore Field Marketing Solutions Inc.
Ottawa, ON · ON, Ottawa, CA-ON
- Full-time
…investment. Our Mission: Provide uncompromising quality of service and unparalleled calibre of thinking...developing strategies and delivering solutions that enable our clients to…
Added 7 mins ago
S
Operations Consultant - Part Time
sephora.com
St. John's, NL
- $18 to $22.5 CAD / hour
Provide friendly, professional and knowledgeable service to clients as needed during store business hours.
Added 22 mins ago
CF
Private Client Services Coordinator
CI Financial
Toronto, ON
- Full-time
Exceptional customer service and relationship-building skills
Added 22 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
Bargaining Unit/Union: 214 - MN Assoc of Professional Empl/MAPE
Added 22 mins ago
WB
Snow School Coordinator
Whistler Blackcomb
Whistler, BC
- Temporary
Exceptional customer service skills, including communication and problem solving
Added 22 mins ago
AT
Class 1 Driver - Highway (Nights)
Armour Transportation Systems
Bathurst, NB
- Part-time
Armour Transportation Systems is currently seeking a professional and safety-focused Highway Driver based out of Bathurst, NB. This position is ideal for drivers who enjoy consistent…
Added 22 mins ago
CC
Sales Service Representative
Cintas Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…Ready for the Workday® with products and services that enhance customer image and keep facilities clean, safe, and well maintained. The organization is known for its professional culture,…
Added 22 mins ago
VW
Window Sales Project Manager
VETTA Windows
Toronto, ON · Greater Toronto Area, Canada
- Full-time
VETTA Windows is looking for a motivated, entrepreneurial individual to join our growing team to service our clients in Ontario and Western Quebec.
Added 22 mins ago
VT
Logistics Coordinator
VM Talent Partners
Montreal, QC · Greater Montreal Metropolitan Area
- $60,000 to $65,000 CAD / year
- Full-time
Communicate with internal teams including Customer Service, Supply Chain and Accounting.
Added 22 mins ago
AH
Lead Packer (Forklift Required)
Archmill House
Ancaster, ON
- Full-time
…remodeling solution is designed to meet the unique demands of Quick Service Restaurants, offering swift, flawless transformations that minimize disruption and maximize return on…
Added 22 mins ago
SR
Service Plumber
ServiceMaster Restoration by Desert Dry
Calgary, AB
- $75 to $85 CAD / hour
- Full-time
Work Without the Stress – We handle scheduling, marketing, and customer service, so you don’t have to.
Added 22 mins ago
G
Account Director for SaaS Solution | REMOTE (Ontario)
Gatekeeper
Remote, Canada
- Full-time
- Remote
Customer Success & Professional Services Collaboration: Partner with the Customer Success & Professional Services team to ensure smooth onboarding, product adoption, and continued…
Added 36 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 36 mins ago
A
Housekeeping Room Attendant (Full Time)
AccorHotel
Edmonton, AB
- Full-time
…Condé Nast Traveler 2025 Readers’ Choice Awards. World-class service awaits our guest’s every need. Our dedicated team is delighted to assist with a variety of personalized services to…
Added 51 mins ago
M
Strategic Enterprise Executive
Meltwater
Toronto, ON
- Full-time
Collaborate with internal teams such as Customer Success Managers and Account Managers to ensure a seamless implementation process.
Added 51 mins ago
R
Temporary Fashion Associate - Heartland town center
RW&CO
Mississauga, ON
- Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…
Added 51 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 51 mins ago
TC
Wealth Manager
The Co-operators - Alfonsi-Torosantucci Insurance Ltd
Hamilton, ON
- Internship
…future. The workplace environment emphasizes client-centered service, professionalism, and collaborative…
Added 52 mins ago
Deli Manager- Vodden Foodland
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Brampton, ON
…will lead and manage staff to achieve the highest level of customer service, while adhering to all Food Safety Protocols, Standard Operating Procedures, corporate policies and Health and…
Added 52 mins ago
Corporate Store Key Holder
Bulk Barn
Belleville, ON
Assist customers in a manner that exceeds customer expectations
Added 1 hour ago
UO
Client Services Assistant
University of Victoria
Victoria, BC
- Full-time
…overall mission of the University by providing exceptional customer service in all aspects of the operation. The critical nature of these services is provided…
Added 1 hour ago
DS
Relief Administration Systems Support
Developmental Services of Leeds and Grenville
Brockville, ON
- Temporary
The position of the Administrative/Systems Support is responsible for ensuring that the agency’s service/information system is both accurate and current and ensuring readily available…
Added 1 hour ago
J
Dispensing optician
JobsMedia.io
Montreal, QC
- Full-time
Professional experience of 2 years or more as an optician
Added 1 hour ago
IB
Personal Lines Representative
Insurance Brokers Association of BC
Vancouver, BC
- Full-time
You will work hard to build long-term, professional relationships with current and potential clients by communicating in a simple and easy to understand manner. You must be able to capably…

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

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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
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.

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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

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