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Added 44 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
At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well-being and quality of life for all…
Added 44 mins ago
CF
Private Client Services Coordinator
CI Financial
Toronto, ON
- Full-time
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…
Added 44 mins ago
CH
Registered Nurse
Covenant Health Canada
Mackenzie No 23, AB · Mackenzie County, AB
- Full-time
…including wound care, casting for minor fractures, lab and x-ray services, after-hour care for non-life-threatening conditions. The centre plays a vital role in providing timely access to…
Added 44 mins ago
PH
Data Coordinator Clinical Trials
Provincial Health Services Authority
Vancouver, BC
- Full-time
…Clinical Research Associates (SOCRA) Clinical Research Associate/Coordinator Certification…
Added 44 mins ago
WB
Snow School Coordinator
Whistler Blackcomb
Whistler, BC
- Temporary
Added 44 mins ago
B
Business Consultant
BMO
Toronto, ON · FCP
- Full-time
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Added 1 hour ago
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Registered Nurse
Covenant Health Canada
Camrose, AB
- Full-time
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Added 1 hour ago
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Registered Nurse
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…32-bed surgical unit serving over 3000 Albertans per year. The services we have comprise mainly of: General Surgery, Gynecological Surgery, Orthopedic Surgery, ENT and Plastic Surgery. Unit…
Added 1 hour ago
CH
Registered Nurse
Covenant Health Canada
AB · Edmonton, AB
- Part-time
…363-bed acute care hospital that provides a full range of health services to a diverse and growing urban community in southeast Edmonton. Following a deep-rooted tradition of healing the…
Added 1 hour ago
LF
Office Coordinator (Part-time) / Coordonnateur de bureau (à temps partiel)
LGM Financial Services
Laval, QC
- Part-time
LGM is a national leader in providing warranty, finance and insurance services to the Canadian automotive industry. Since 1998, LGM has been successfully supplying quality products and…
Added 1 hour ago
NE
Protection Support Worker #26-67
North Eastern Ontario Family and Children's Services (NEOFACS)
Temiskaming Shores, ON · New Liskeard, ON
- $53,229 to $61,847 CAD / year
- Part-time
…Worker will provide preventative and protective intervention services to individuals, children and families. Services will be provided to and on behalf of children who are in the care of…
Added 1 hour ago
IR
Home Care Case Coordinator
Interlake-Eastern Regional Health Authority
Stonewall, MB
- Volunteer
The Home Care Case Coordinator is responsible for the coordination and delivery of a broad range of professional and non-professional services. The Home Care Case Coordinator is responsible…
Added 1 hour ago
RM
Clinical Nurse Specialist Navigator
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
…City of Kawartha Lakes. Among our acute and continuing care services, our team cares for 45,000 patients per year in the 24/7/365 emergency department, provides orthopedics and…
Added 1 hour ago
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Administrative Assistant
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Saskatoon, SK
- Full-time
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Added 2 hours ago
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Program Coordinator
Summit Search Group
Winnipeg, MB
- $60,000 to $69,000 CAD / year
- Full-time
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Added 2 hours ago
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Deputy CAO
Town of Peace River
Peace River, AB
- Full-time
…governance practices and support the effective delivery of municipal…
Added 2 hours ago
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Volunteer Coordinator
Commonwealth War Graves Commission
Ottawa, ON
- $68,355 to $72,982 CAD / year
- Temporary
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Added 3 hours ago
AH
Licensed Practical Nurse
Alberta Health Services
Leduc, AB
- Part-time
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Added 3 hours ago
AH
Administrative Support III
Alberta Health Services
Camrose, AB
- Temporary
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Added 3 hours ago
AH
Coordinator
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
The coordinator is responsible and accountable for developing and managing a portfolio of contractual and payment arrangements for AHS Post Graduate trainees (PGTs) and projects as assigned…
Added 3 hours ago
AH
Coordinator
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Temporary
Reporting to the Manager, Acute Care Coverage, the Medical Affairs Coordinator is responsible for the comprehensive operational coordination and day-to-day management of an assigned…
Added 4 hours ago
M
Coordonnateur(trice) exécutif et administratif / Executive & Administrative Coordinator
Merck
Kirkland, QC
- Full-time
…des salles, l’installation audiovisuelle et technique, les services de traiteur et la coordination des…
Added 5 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
Work collaboratively within the CYAC medical clinic alongside a clinic coordinator (MSW), RN, and Pediatrician.
Added 6 hours ago
KJ
Executive Assistant
Kenny Johnson University
Montreal, QC · Greater Montreal Metropolitan Area
- $25 to $30 CAD / hour
- Part-time
Executive Assistant & Operations Coordinator (Part-Time)
Added 6 hours ago
LH
Job Title Coordinator
Lookout Housing + Health Society
New Westminster, BC
- Full-time
The Coordinator assists in overseeing the daily operations of Lookout residential, shelter, and outreach programs. Under the direction of the Program Manager, this position provides…

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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