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.
Company Overview:
Join the prestigious CI Financial, a leader in the investment industry, as a Relationship Manager, Client Experience Team. CI Financial is a dynamic organization that fosters a collaborative and innovative work environment. We are expanding our team and inviting dedicated professionals to be part of our team.
Position Overview:
As a Relationship Manager, Client Experience Team at CI Financial, you will play a crucial role in advisor satisfaction, serving as a critical liaison between advisors and the head office. Your responsibilities will involve understanding advisors’ strategies, collaborating with them to enhance their business, and ensuring the seamless operation of the client service team. This position requires a deep understanding of the industry, advisor practices, and strong soft skills for effective business development and client service.
Responsibilities:
Qualifications:
What CI Financial Offers:
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.
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.
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 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.
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