Location: Toronto, ON, Canada
Date Posted: Jun 27, 2025
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.

• Act as the primary service contact for Investment Counsellors, HNW or UHNW Wealth Advisors, and end-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 Group, PC trading desk, Managed Solutions), Investment Counsellors, CIPW Private Counsel Advisors, and Custodians (CI Investment Services, RBC Investor Services Trust, NBIN)
• Submit accurate and complete trade requests prior to 2:00pm and seek appropriate approvals and where applicable (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. client statements, trade confirms and tax packages)
• Assist in special projects and various campaigns where applicable.