Licensed Administrative Associate

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. 

Are you a highly organized, client-focused professional who enjoys building relationships and making a meaningful impact?
Join a collaborative and growing wealth management team in Cornwall, Ontario, where you'll play a key role in delivering exceptional service and supporting clients as they work toward their financial goals.
We welcome both licensed and unlicensed candidates. Whether you already hold industry licenses or are looking to build a career in financial services, this is an excellent opportunity to learn, grow, and develop within a supportive and professional environment.

Candidates who are not currently licensed but have a strong interest in financial services are encouraged to apply.

WHAT YOU WILL DO

As an Administrative Associate, you'll be a trusted partner to the Advisor and an important point of contact for clients. Your responsibilities will include:

Client Experience & Relationship Management

• Deliver exceptional service by responding to client inquiries via phone and email
• Welcome clients and create a positive experience during office visits and meetings
• Coordinate and schedule client reviews, follow-up meetings, and appointments
• Maintain accurate client records and documentation
• Support a variety of client transactions and service requests
• Attend client meetings when required, capturing notes and assisting with follow-up activities

Advisor & Practice Support

• Partner closely with the Advisor on administrative tasks, research, and client follow-up
• Coordinate planning meetings and maintain team calendars
• Assist with community engagement initiatives, client events, and marketing activities
• Support social media communications and client outreach campaigns
• Prepare meeting materials, forms, and presentation packages

Financial Planning & Meeting Preparation

• Assist with gathering and updating client information
• Prepare documentation, applications, and meeting materials
• Update financial planning tools and client summaries
• Manage electronic workflows, including DocuSign processes
• Ensure all required paperwork is completed accurately and efficiently

Operations & Business Management

• Maintain CRM and client databases
• Support insurance and investment processing activities
• Assist with office projects and business development initiatives
• Monitor outstanding action items and maintain organized client files
• Help ensure smooth day-to-day office operations

WHAT YOU WILL BRING

Required Skills & Experience

• Strong organizational and multitasking abilities
• Exceptional attention to detail and accuracy
• Excellent communication and interpersonal skills
• Customer service mindset with a proactive approach to problem-solving
• Proficiency with Microsoft Office and administrative systems
• Ability to manage multiple priorities in a fast-paced environment

Preferred Qualifications

• Experience in financial services, wealth management, insurance, banking, or a professional services environment
• CIRO licensing and/or Life License is considered an asset
• Familiarity with financial planning software and CRM systems is an asset

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

This role follows our in office work model and requires employees to be onsite to support collaboration and business needs.

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 [email protected], or call 416-364-1145 ext. 4747.