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Added 14 mins ago
TC
Youth Drop-in Program Assistant (Part-time)
The City of Guelph
Guelph, ON
- Part-time
- Other
Communicate with the program team/ coordinator
Added 28 mins ago
TG
Health and Safety Administrator
Trillium Guideway Partners
Toronto, ON
- $65,000 to $85,000 CAD / year
- Full-time
…documentation, coordinating training sessions, and supporting the H&S team in promoting a safe workplace culture and most important responsible to keep update safety tools used by the SMS…
Added 28 mins ago
HN
Mechanical Estimator
Harbinger Network Inc.
Toronto, ON · Etobicoke, ON
- $90,000 to $110,000 CAD / year
- Full-time
…experienced Junior to Intermediate Mechanical Estimator to their team! This group is looking for their future…
Added 29 mins ago
LE
Specialized Support Services Coordinator
Lambton Elderly Outreach
Wyoming, ON
- Full-time
Role Overview: The Specialized Support Services Coordinator is required to work with clients with complex needs, providing comprehensive supports that includes crisis intervention, housing…
Added 29 mins ago
LC
Sr. Coordinator, Store Projects
Loblaw Companies Limited
Brampton, ON
- Full-time
…and Major Capital requests of fixtures and equipment. The Sr Coordinator, Store Projects works closely with District Managers and Project Managers to ensure requests for existing stores,…
Added 44 mins ago
CF
Private Client Services Coordinator
CI Financial
Toronto, ON
- Full-time
We are currently seeking a Private Client Service Coordinator to join our Private Client Services team. As the primary service contact for Investment Counselors (IC), Financial Advisors and…
Added 44 mins ago
ET
Coordonnateur(trice) logistique / Logistics Coordinator
Energy Transportation Group
Montreal, QC
- Full-time
ENERGY Transportation Group is currently looking to add a Logistics Coordinator to its LaSalle team. Please note that this in an in-office position.
Added 59 mins ago
T
On-Site Event Coordinator
Techo-Bloc
Longueuil, QC · Saint-Hubert, QC
- Contract
As our On-Site Event Coordinator, you lead Techo-Bloc's roadshows, loyalty events and trade shows on the ground across Canada and the U.S. From load-in to load-out, you own the setup, the…
Added 59 mins ago
TH
Registered Practical Nurse (RPN) - Temp PT (12 months)
The Hospice of Windsor and Essex County
Windsor, ON
- $30.99 to $35.81 CAD / hour
- Temporary
…patient-centered care. They are a vital member of the interdisciplinary team, supporting the Hospice Residence Manager, Physicians, Registered Nurses, Personal Support Workers (PSW),…
Added 59 mins ago
TH
Registered Practical Nurse (RPN) - Temp PT (12 months)
The Hospice of Windsor and Essex County
Windsor, ON
- $30.99 to $35.81 CAD / hour
- Temporary
…patient-centered care. They are a vital member of the interdisciplinary team, supporting the Hospice Residence Manager, Physicians, Registered Nurses, Personal Support Workers (PSW),…
Added 59 mins ago
L
Executive Coordinator & Business Analyst
Lockton
Toronto, ON · Greater Toronto Area, Canada
- $70,000 to $100,000 CAD / year
- Full-time
The Executive Coordinator & Business Analyst provides executive, operational and analytical support to senior leaders. The role combines core executive-support responsibilities, including…
Added 59 mins ago
E
Workload Coordinator
Enbridge
Gatineau, QC
- Full-time
Gazifère, the exclusive distributor of natural gas in the Outaouais, and a dynamic and rapidly growing business, is looking for Workload Coordinators to join our team!
Added 1 hour ago
SG
HSE Programs Coordinator
Steelcon Group of Companies
Vaughan, ON
- Full-time
We are looking for a Health, Safety & Environment Programs Coordinator to support the delivery of HSE programs and initiatives across Steelcon. You’ll work closely with the HSE team to keep…
Added 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 2 hours 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 2 hours 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 2 hours 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 2 hours 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 2 hours 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,…

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
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 Service 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

The Private Client Services Coordinator acts as the primary liaison between investment counselors, financial advisors, and custodians to manage account administration and resolve complex client issues. They are responsible for processing trade requests, maintaining internal relationships, and providing value-added support for high-net-worth clients.

Requirements

Candidates must have post-secondary education in business or a related field and possess experience within the investment or high-net-worth industry. Strong communication, customer service, and relationship-building skills are essential for success in this fast-paced environment.

Skills

Account administration
Customer service
Relationship building
Investment industry knowledge
Securities industry knowledge
Mutual fund knowledge
Written communication
Verbal communication
Problem solving
Resourcefulness
Independent work
High-pressure environment management
Trade request processing
Reporting
Data analysis

Benefits

Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Training reimbursement
Employee savings plan
Corporate discount program
Enhanced group benefits
Parental leave top-up program
Paid time off for volunteering

Visa sponsorship

Not detected in the job text

Keywords

Private Client Services
Investment Counselors
Financial Advisors
Custodian
RBC Investor Services Trust
NBIN
CIIS
Account Administration
High Net Worth
Wealth Management
Asset Management
Trade Requests
Mutual Funds
Securities
Client Relations
Reporting
Tax Packages
Compliance
Policy and Procedures
Financial Services

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