New Business - Coordinator

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.

About the Role

Are you ready to be part of something new and exciting?

We’re building an innovative National Accounts team that’s redefining how advisors are onboarded and supported across the country and we’re looking for a dynamic New Business Coordinator to join us.

This newly created role is your opportunity to help shape and elevate the advisor experience from day one. You’ll take ownership of the onboarding journey, ensuring every step, from registration and code creation to asset transfers, communication, and system setup, is handled with precision and care.

As a key member of the National Ac...