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Added 26 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
Experience as a manager, supervisor, lead worker, team lead, project lead;
Added 26 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 26 mins ago
CH
Registered Nurse
Covenant Health Canada
Mackenzie No 23, AB · Mackenzie County, AB
- Full-time
…progress and patient/resident response. Acting as an advocate, coordinator and liaison for the patient/resident, the RN identifies needs and sets priorities in collaboration with the…
Added 26 mins ago
PH
Data Coordinator Clinical Trials
Provincial Health Services Authority
Vancouver, BC
- Full-time
Perform the data management aspects of clinical trials, in collaboration with other members of the Clinical Trials and Health Care Team, by performing duties such as:
Added 26 mins ago
WB
Snow School Coordinator
Whistler Blackcomb
Whistler, BC
- Temporary
…first-time seeing snow or you were born on the slopes, joining our team means discovering (or re-discovering!) a passion for the outdoors while building lifelong connections with teammates…
Added 26 mins ago
VT
Logistics Coordinator
VM Talent Partners
Montreal, QC · Greater Montreal Metropolitan Area
- $60,000 to $65,000 CAD / year
- Full-time
Our client is a growing international company looking for a Logistics Coordinator – Last Mile to manage the coordination of frozen imports into North America and oversee shipments from…
Added 26 mins ago
B
Business Consultant
BMO
Toronto, ON · FCP
- Full-time
…is expected to operate as both a consultant and a delivery coordinator, stepping into project-management responsibilities when needed to maintain momentum, alignment, and accountability.…
Added 55 mins ago
CH
Registered Nurse
Covenant Health Canada
Camrose, AB
- Full-time
…progress and patient/resident response. Acting as an advocate, coordinator and liaison for the patient/resident, the RN identifies needs and sets priorities in collaboration with the…
Added 55 mins ago
CH
Registered Nurse - Emergency
Covenant Health Canada
AB · Edmonton, AB
- Internship
…progress and patient/resident response. Acting as an advocate, coordinator and liaison for the patient/resident, the RN identifies needs and sets priorities in collaboration with the…
Added 55 mins ago
CH
Registered Nurse
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…progress and patient/resident response. Acting as an advocate, coordinator and liaison for the patient/resident, the RN identifies needs and sets priorities in collaboration with the…
Added 55 mins ago
CH
Registered Nurse
Covenant Health Canada
AB · Edmonton, AB
- Part-time
…progress and patient/resident response. Acting as an advocate, coordinator and liaison for the patient/resident, the RN identifies needs and sets priorities in collaboration with the…
Added 1 hour ago
UO
Animal Health Technician
University of Victoria
Victoria, BC
- Full-time
AHTs report to the AHT Coordinator and work under the supervision of the AHT Coordinator and Veterinary Director. They maintain knowledge of animal health and husbandry for various species,…
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
As a member of the Investigation, Assessment and Ongoing team, the Protection Support Worker will provide preventative and protective intervention services to individuals, children and…
Added 1 hour ago
LH
Front Desk Care Coordinator
Lifemark Health Group
Kamloops, BC
- $19 to $23 CAD / hour
- Full-time
…you thrive on having the satisfaction of being on a driven team of industry experts and building a reputation for being one of the best in the industry with exceptional standards of work…
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
As a member of an interprofessional team, reporting to the Manager of Patient Flow, the RN Care Coordinator provides patient-centered care, supporting patients transitioning from hospital…
Added 1 hour ago
CJ
Public relations coordinator
Collège Jean-Eudes
Montreal, QC
- Full-time
Added 1 hour ago
HI
Administrative Assistant
Home Instead
Saskatoon, SK
- Full-time
As a Service Coordinator, you'll use your administrative excellence, caregiving skills and empathy. Your problem-solving abilities and calm demeanor will be valuable as you balance the…
Added 1 hour ago
SS
Program Coordinator
Summit Search Group
Winnipeg, MB
- $60,000 to $69,000 CAD / year
- Full-time
Summit Search Group has been retained by Pulford Community Living Services on the recruitment of a Program Coordinator – a member of the senior management team. Pulford is a values-driven…
Added 2 hours ago
TO
Deputy CAO
Town of Peace River
Peace River, AB
- Full-time
The Town of Peace River is looking for an experienced municipal leader to join our senior leadership team in the new position of Deputy Chief Administrative Officer (Deputy CAO).
Added 2 hours ago
CW
Volunteer Coordinator
Commonwealth War Graves Commission
Ottawa, ON
- $68,355 to $72,982 CAD / year
- Temporary
We are seeking a Volunteer Coordinator to support our expanding National Volunteer Program (NVP), a vital initiative that connects passionate individuals with meaningful opportunities to…
Added 2 hours ago
AH
Licensed Practical Nurse
Alberta Health Services
Leduc, AB
- Part-time
…quicker recovery and discharge times. Acting as an advocate, coordinator and liaison for the patient, the LPN identifies needs and sets priorities in collaboration with the…
Added 2 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 4 hours ago
AT
digital marketing coordinator
Amanah Tech Inc.
Toronto, ON
- Full-time
Added 4 hours ago
M
Coordonnateur(trice) exécutif et administratif / Executive & Administrative Coordinator
Merck
Kirkland, QC
- Full-time

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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