{"id":986965,"url":"https://alion.io/job/ci-financial-licensed-administrative-associate","title":"Licensed Administrative Associate","company":{"id":704636,"name":"CI Financial","domain":"cifinancial.com","url":"https://alion.io/company/ci-financial","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":80,"open_postings":10,"ghost_share":0,"stale_share":0.8,"repost_share":0,"time_to_fill_p50_days":31,"computed_at":"2026-10-05T05:45:15Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Cornwall, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":42500,"max":71000,"currency":"CAD","period":"year","gross":null,"usd_annual":49875},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-01T00:00:00Z","employer_posted_date":"2026-09-24","last_verified_at":"2026-10-06T00:26:31Z","board_verified":true,"closed_at":null,"days_open":35,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":34},"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.\nAre 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.\nWe 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.\nCandidates who are not currently licensed but have a strong interest in financial services are encouraged to apply.\nWHAT YOU WILL DO\nAs an Administrative Associate, you'll be a trusted partner to the Advisor and an important point of contact for clients. Your responsibilities will include:\nClient Experience & Relationship Management\nDeliver exceptional service by responding to client inquiries via phone and email\nWelcome clients and create a positive experience during office visits and meetings\nCoordinate and schedule client reviews, follow-up meetings, and appointments\nMaintain accurate client records and documentation\nSupport a variety of client transactions and service requests\nAttend client meetings when required, capturing notes and assisting with follow-up activities\nAdvisor & Practice Support\nPartner closely with the Advisor on administrative tasks, research, and client follow-up\nCoordinate planning meetings and maintain team calendars\nAssist with community engagement initiatives, client events, and marketing activities\nSupport social media communications and client outreach campaigns\nPrepare meeting materials, forms, and presentation packages\nFinancial Planning & Meeting Preparation\nAssist with gathering and updating client information\nPrepare documentation, applications, and meeting materials\nUpdate financial planning tools and client summaries\nManage electronic workflows, including DocuSign processes\nEnsure all required paperwork is completed accurately and efficiently\nOperations & Business Management\nMaintain CRM and client databases\nSupport insurance and investment processing activities\nAssist with office projects and business development initiatives\nMonitor outstanding action items and maintain organized client files\nHelp ensure smooth day-to-day office operations\nWHAT YOU WILL BRING\nRequired Skills & Experience\nStrong organizational and multitasking abilities\nExceptional attention to detail and accuracy\nExcellent communication and interpersonal skills\nCustomer service mindset with a proactive approach to problem-solving\nProficiency with Microsoft Office and administrative systems\nAbility to manage multiple priorities in a fast-paced environment\nPreferred Qualifications\nExperience in financial services, wealth management, insurance, banking, or a professional services environment\nCIRO licensing and/or Life License is considered an asset\nFamiliarity with financial planning software and CRM systems is an asset\nThis 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\nThis role follows our in office work model and requires employees to be onsite to support collaboration and business needs.\nCI 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.\nA Supportive Environment for Success\nWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.\nWHAT WE OFFER\nModern HQ location within walking distance from Union Station\nTraining Reimbursement\nPaid Professional Designations\nEmployee Savings Plan (ESP)\nCorporate Discount Program\nEnhanced group benefits\nParental Leave Top-up program\nPaid time off for Volunteering \nWe 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.\nPlease 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 ,or call 416-364-1145 ext. 4747.","description_format":"text","description_chars":6261,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Health insurance","Insurance coverage","Parental leave","Retirement plans","Wellness"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-09-17T00:12:24Z"},{"event":"close","at":"2026-09-22T22:09:46Z"},{"event":"reopen","at":"2026-09-24T14:36:51Z"}],"visa":[],"liveness":{"score":25,"band":"fade","label":"Fading","p_open":1,"p_active":0.447,"p_room":0.55,"age_days":34,"expected_fill_days":31,"reasons":["conf:0","stale_co","win:tail"],"computed_at":"2026-10-05T05:45:15Z"},"pay":{"stated_usd_annual":49875,"is_top_pay":false},"html_url":"https://alion.io/job/ci-financial-licensed-administrative-associate","json_url":"https://alion.io/job/ci-financial-licensed-administrative-associate.json","meta":{"generated_at":"2026-10-06T01:54:13Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":2804,"day_limit":5000,"remaining_today":2196,"minute_limit":60,"resets_at":"2026-10-07T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704636},"rest":"https://alion.io/mcp/rest/get_company?id=704636"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fci-financial-licensed-administrative-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fci-financial-licensed-administrative-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fci-financial-licensed-administrative-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ci-financial-licensed-administrative-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fci-financial-licensed-administrative-associate"}]}