Client Service Associate
CI FinancialToronto, Ontario, Canada
Posted April 27, 2026
42500 - 71000 CAD
Full Time
About the Company
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
Job Description
As Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide exceptional client support to our Financial Advisors. The successful candidate will work to gather information and create solutions to assist our advisors in their daily operations, working in a fast-paced environment and ensuring work is completed in a timely fashion.
Requirements
- 2-3 years' experience providing client service in the investment, banking or related industries
- An undergraduate degree in business, finance or a related field
- Fluency in English (verbal and written)
- Industry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further education
- Strong MS Office skills (Outlook, Word and Excel)
- Team Player with friendly personality and strong communication skills
- Proven ability to manage high volumes with a positive and professional attitude
- Calm approach to a dynamic and fast-paced environment
- Demonstrated collaborative approach to problem-solving
- Strong communication skills
- Service-oriented personality
Benefits
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-related programs
- Paid holidays and vacation time