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Private Client Services Coordinator

CI Financial · Posted Nov 6, 2026

Toronto, Ontario, Canada
Hybrid
Full-time · Associate
CA$43K–CA$71K per year

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The primary service contact for Investment Counselors, Financial Advisors and their Assistants, acting as a liaison with the Custodian and CI back-offices in a high net worth and fast-paced environment.

Compensation

The anticipated base salary range for this position is $42,500 to $71,000.

Responsibilities

Act as the primary service contact for ICs, financial advisors, and 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 (IP) Group, PC trading desk, Managed Solutions), ICs, Stonegate Private Counsel Advisors, and Custodians (RBC Investor Services Trust, NBIN, CIIS)
Submit accurate and complete trade requests prior to 2 pm and seek appropriate approvals

Requirements

Completion of post-secondary education in Business or a related discipline
Nice to have: Private Client industry experience
Nice to have: High net worth industry experience

Skills

Investment industry experience

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