270 Customer Service Representatives jobs in Brampton
Client Services Associate
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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.
As a Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide top-notch client support to our Financial Advisors. In this role, the successful candidate will work to gather information and create solutions in order to provide excellent support to our advisors. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively.
We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry. After your initial training period, you will service a set group of advisors allowing you to get to know them and their business. You will also be part of a team so that you are working with a consistent group of team members which will empower you to collaborate to provide amazing service.
WHAT YOU WILL DO
- Collaborate within a team approach to support Advisors in process-related matters and handle complex inquiries.
- Directly engage with operations and back office team members to process documentation and troubleshoot operational and account issues.
- Work closely with colleagues across the organization to facilitate daily activities, ensuring seamless operations.
- Process financial transactions related to Dealer activity, ensuring precision and compliance.
- Raise and track client and operational issues, promptly escalating matters as required.
- Apply creative and out-of-the-box thinking when dealing with unique inquiries.
WHAT YOU WILL BRING
- 1-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skills
- Industry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further education
- Strong MS Office skills (Outlook, Word and Excel)
- Team Player with friendly personality and strong communication skills
- Proven ability to manage high volumes with a positive and professional attitude
- Calm approach to a dynamic and fast-paced environment.
- Demonstrated collaborative approach to problem-solving.
- Strong communication skills.
- Proven ability to manage high volumes with a positive and professional attitude.
- Friendly and service-oriented personality.
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.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Fitness membership discounts
- Paid Volunteer Days
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.
Please 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 ext. 4747.
Client Services Coordinator
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Your happiness and well-being are top priorities at Spectrum! We offer the most competitive wages, RRSP matching, benefits, paid sick days, and more!
We are hiring Full Time Client Services Coordinators to work at our Mississauga office to provide exemplary service and support to our internal and external clients. Full Time day and evening shifts available (weekend rotation required).
By joining Spectrum Health Care you will be part of one of Canada’s Best Managed companies and a committed member of a team of highly skilled healthcare professionals.
Job Description- Works collaboratively with community PSW and Nurses, and assists with the scheduling and coordination of PSW and Nurse services
- Liaises with clients, staff, and community partners
- Acts as a problem solver for clients and responds to inquiries from HCCSS and employees
- Reports client and staff concerns to Home Support Supervisor
- Liaises with the HCCSS representatives regarding client care
- Collects and entrees all pertinent client data into the computer system
- Provides lists, schedules, and performs other administrative duties to support the personal support worker and Nurse program
- Minimum of 2 years working in an office setting
- Must be able to work weekends
- Ability to handle a high volume of calls while delivering exceptional customer service (healthcare industry experience an asset)
- Ability to multitask and prioritize
- High school diploma or equivalent
- Excellent English written and verbal communication skills (Additional language skills considered an asset)
- Excellent customer service and organizational skills
- Proficient in Word, Outlook and ability to learn proprietary software
- Medical terminology knowledge an asset but not required
Client Services Manager
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Position Summary
The Client Services Manager is responsible for maintaining the client relationship for existing accounts. This role leads the development of account strategies by understanding the client's business and partnering with internal shared services to develop high-value market solutions to drive Archway’s value proposition for the purpose of revenue growth. The Client Services Manager must ensure strong executional delivery for day-to-day account management.
Key Results Area
· Execute defined tasks related to specific client requirements & ensure Client Services obligations & program specifications sold to the client are attained
· Ensure daily support needs are accounted for in the onboarding process. In addition, kick-off a 6-month post go-live effectiveness check of the rate card & SOW
· Manages weekly client status meetings
· Manage client health corrective actions with each department by coordinating discussions & communicating the plan of action in the weekly client health reporting
· Execute monthly financial assessments of each client, provide variance explanation to assigned FP&A
· Ensure all services are billed as defined by the SOW & rate card
· Facilitate Business Review content for clients by engaging Client Services Representative, Operations, Client Support & assigned Sales owner
· Identify new opportunities with clients and communicate effectively with the Sales team and the Line of Business leaders to drive additional profitable revenue growth
· Manage the workload between Client Services Manager & appropriately & ensure all Client Services Representatives understand their accountabilities & are actively executing their tasks to meet the Client Services expectations of the clients
· Work with direct report(s)through coaching and development, setting clear expectations, and recognizing and celebrating successes and behaviors
· All other duties as assigned
Skills & Qualifications
· Bachelor’s or advanced degree, preferably in business, or equivalent work experience
· Minimum 4-6 years successful major account management and/or sales experience
· Ability to develop, maintain, and deepen relationships with senior-level client contacts
· Track record of exceeding relationship management objectives
· Proven business acumen, judgment, and decision-making skills
· Ability to coach, mentor, and support the personal development of employees
· Ability to prioritize and manage multiple tasks with sensitive deadlines and a changing environment
· Record of success as a self-starter who can work independently and in a team environment
· Strategic thinker with analytical aptitude and ability to manage detailed project requirements
· Proficient in the MS Office suite and able to learn new systems
· Aptitude for interpreting contracts and legal documents
· Ability to travel independently up to 20% or as may be required
This is a hybrid role, and the ideal candidate lives in the Toronto/Mississauga area.Advatix®, Inc. is one of the world’s leading providers of e-commerce Supply Chain and Logistics Consulting Services and Solutions that enable its clients to transform their operations for speed, service, and cost of fulfillment and delivery of goods and services. We are committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer.
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Bilingual Client Services Manager
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Ayming Canada is part of a leading international Business Performance Consulting Group, with over 1,600 employees across 14 countries . Our Canadian offices operate with a dynamic start-up spirit, offering the best of both worlds—global support and local expertise.
Join our human-sized company based in Toronto, Montreal, Vancouver and Calgary where your contribution adds significant value. Whether you’re looking to thrive professionally or personally, it’s time to go #FurtherTogether !
Job DescriptionAyming Canada is looking for a Client Services Manager to support the Director of Client Services in delivering a high-quality client experience and ensuring smooth coordination across departments. You’ll play a key support role in internal operations, client relationship management, and partner reporting—all essential to our continued success.
As part of a dynamic and passionate team, you will help uphold the standards of service our clients expect while contributing to internal efficiency and collaboration.
Your Mission
- Support the Director of Client Services in managing client accounts and internal coordination
- Assist in onboarding new clients, ensuring internal processes are followed and records are up to date
- Track and maintain the active and inactive client list
- Follow up on renewals, fee discussions, and contract updates in collaboration with the client service director
- Provide administrative support including scheduling, email follow-up, and CRM (Salesforce) updates
- Coordinate logistics for client business reviews, audits, and other service-related meetings
- Support with escalations, cancellations, and client satisfaction follow-ups as needed
- Help gather testimonials and client highlights for marketing and promotional use
- Assist with internal tracking of partnership activities and performance reporting
- Attend client-facing events to support the Director of Client Services and help coordinate post-event actions
- Provide internal coordination to help ensure a seamless client experience across consulting, sales, and delivery teams
Your Talents and Professional Aspirations
- 2+ years of experience in client services, sales coordination, or an administrative support role
- Highly organized, proactive, and detail-oriented
- Collaborative team player with excellent communication and follow-up skills
- Comfortable managing multiple tasks and working cross-functionally
- Familiarity with Salesforce or other CRM platforms is an asset
- Must be fully bilingual (French, English)
- Strong written and verbal communication skills
- A professional, client-focused approach with a positive and adaptable mindset
- Sales experience is a plus
Additional Information
HR Policy :
- Unleash your potential with our Ayming Academy and Ayming Digital Academy!
- Grow your career with our tailored support programs, My Professional Journey or MoveWithUS .
- Work your way : enjoy flexibility, inspiring and friendly spaces, with a up to 100 remote days per year.
- Connect and celebrate through events and gatherings all year round (Webinars, “Coffee With” etc.)
What will you benefit from ?
- We strive to offer an ideal work environment for our employees – Ayming Canada is proud to announce that we have been certified Great Place to Work® after an extensive and independent analysis conducted by Great Place to Work Institute® Canada.
- Globally established brand where you can grow your career and make a meaningful impact .
- Autonomy , balanced with a strong level of support and collaboration .
- Flexibility – work from home 3 days/week, and 1 month from anywhere in the world.
- Excellent base salary , with high earning potential in bonuses, benefits, etc.
- We offer personal days, extra holidays, and half-day Fridays all summer long.
- Excellent benefits package with 100% of employee benefits covered by the company.
- Competitive retirement plan with employer contribution (RRSP)
Ready to take your Next Step?
At Ayming, it’s your talents, passions, and personality that make the real difference . If you’re driven by curiosity and eager to grow, we encourage you to apply . What matters most is your potential to thrive with us.
We are proud to be an Equal Opportunity Employer , committed to building a diverse and inclusive workplace.
Come as you are —your unique perspective is valued here.
Associate Specialist, Client Services
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Salary:
Best Workplaces in Canada 2020 - 2025 | Best Workplaces with Most Trusted Executive Teams 2024, 2025 | Best Workplaces in Financial Services & Insurance 2020 - 2025 | Best Workplaces for Mental Wellness 2023 - 2025 | Best Workplaces for Giving Back 2022, 2024 | Best Workplaces for Inclusion 2021, 2024 | Best Workplaces for Women 2021 | Best Workplaces in Ontario 2020, 2021, 2024 | 2025 Best Workplaces for Professional Development
One of Canada's Most Trusted Investment Brands.
At Picton Mahoney Asset Management (PICTON Investments), being alternative isnt just what we doits who we are. Founded by industry pioneer David Picton, weve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canadas most trusted investment brands, we are proudly independentprivately run, 100% employee-owned, and deeply committed to delivering results for our clients.
Thinking Alternatively is in Our DNA.
With a team of 171 bold thinkersone-third dedicated solely to investment managementwe are specialists, not generalists. Managing $15.3 billion for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.
Were more than investors were innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.
Our success is built on four guiding principles:
- Treat investors money like our own.
- Redefine the way investors invest.
- Be humanalways approachable.
- Succeed together, one investment at a time.
These arent just wordsthey define how we think, how we invest, and how we work.
Now, were entering our next chapter. Were transforming our brand and reshaping the way the world invests. If you think alternatively, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of whats next.
Thriving in Our Entrepreneurial Culture
At PICTON Investments, youll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, youll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. Youll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards, performance-based bonuses, and a clear path for career growth, youll have everything you need to develop both now and over the longer term.
The Opportunity
As we continue to transform how the world invests, were looking for bold thinkers and high performers to join our growing team. We are currently seeking an Associate Specialist, Client Services (Known internally as Dealer and Investor Services, Associate Specialist) to play a key role within our Operations team. This individual will collaborate closely with Compliance and Sales, bringing cross-functional insight and enthusiastic execution to the role.
Youll have the opportunity to lead and learn:
- Assist with the process for collection, verification, and accuracy of investor subscription documentation, treating every detail with care and discipline.
- Support our Sales team by responding to advisor inquiries, due diligence questionnaires, and various external communications.
- Build trusted partnerships with external service providers, ensuring smooth information flow and alignment with our service values.
- Collaborate on updates to our investment product suite, managing and executing on workflow management. Provide operational support, including cash flow reconciliation, across our full range of investment products, ensuring efficient and compliant processing.
- Investigate and resolve investor inquiries, always prioritizing clear, authentic communication and client needs.
- Assist in periodic regulatory filings with accuracy, meeting multiple deadlines with professionalism.
- Engage in industry research, and competitor analysis to drive innovation and performance.
What were looking for:
- Undergraduate degree in business or a relevant field of study.
- Completion of the Canadian Securities Course (CSC).
- Bilinguism in both English and French is considered a strong asset.
- 1+years of related experience, ideally in mutual fund trade processing or advisor/sales support.
- Working knowledge of hedge fund and mutual fund operations and administrative functions.
- Familiarity with ETFs and platform-traded funds is considered an asset.
- Proficiency with FundSERV, Unitrax, or other trade processing systems is an asset
- Advanced Microsoft Excel skills.
- Understanding of KYC/AML, FATCA, and applicable industry regulations.
- Collaborative mindset with the ambition to build strong cross-departmental relationships.
- Proactive work ethic with strong problem-solving skills and an honest approach to ownership.
- Clear and effective communicatorboth written and verbal.
- Highly professional, organized, and flexible, with unwavering integrity.
- Ability to thrive under pressure without compromising on detail or quality.
Our Commitment to Employees
At PICTON Investments, we take pride in enhancing our employees' experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), Picton investment counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top-up, recognition awards, semi-annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.
These offerings are designed to support your career growth, well-being, and overall success. Join us and thrive in an environment that values and invests in you!
PICTON Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at or at
PICTON Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third-party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.
Client Services Administrator (Hybrid)
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Salary: $60,000-$70,000
Job Summary
Bring your benefits knowledge and admin skills to a team that values both and build a foundation for career growth.
At PACE Consulting Benefits & Pensions Ltd., were looking for a detail-oriented, proactiveClient Services Administrator to support our consulting team in managing group benefits and retirement plans. This client service-focused role lets you work behind the scenes with plan data, and documents, while opening doors to take on more client-facing responsibilities as you grow. If youve worked with carriers, TPAs, or in benefits admin and want a role with structure, support, and a clear path forward, this is the one.
What Youll Do
- Prepare renewal packages, marketing submissions, and benefits summaries
- Track and maintain client plan data, including employee changes and enrolments
- Respond to client and carrier inquiries promptly and professionally
- Ensure all client documentation is current and compliant with best practices
- Use our CRM and internal tools to manage workflows and deadlines
- Support the preparation of proposals and client presentations
- Provide executive assistant support to one of our Partners (approx. 20% of role), including scheduling, travel coordination, and administrative tasks
- Assist with additional client service and admin responsibilities as needed
What Were Looking For
- 2+ years of experience in benefits administration, insurance, or TPA/carrier environment
- Strong organizational skills with a focus on accuracy and deadlines
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office (especially Excel, Word, Outlook)
- Valid drivers license and access to a vehicle
Nice to Have:
- Industry certifications such as GBA, CEBS, LLQP, RPA, or PPAC
Why This Role Stands Out
We value the work behind the scenes as much as the work in front of the client. This is your chance to join a team that sees administration as a strength and not an afterthought.
- Hybrid work model (3x per week in office)
- Competitive compensation
- Employer-paid benefits + RRSP matching
- Paid time off between Christmas and New Years
- Ongoing professional development
- Mental health and wellness programs
- Great Place to Work Certified (5x) and one of the best workplaces in Financial Services
- Fun team culture with regular social events
Who We Are
PACE is one of the largest independent benefits and insurance brokers in Canada, providing industry-leading group benefits, group retirement, voluntary benefits, and individual insurance solutions. Weve been leaders in Canadian benefits advisory since 1993, offering trusted consulting and brokerage services to organizations across the country. With full access to all major insurance carriers and a reputation for integrity, innovation, and client-focused service, we help employers deliver meaningful, sustainable benefit programs that truly make a difference.
PACE Consulting Benefits & Pensions Ltd. welcomes and encourages applications from people with disabilities and is committed to creating a diverse workplace. We are an equal opportunity employer. Accommodations are available on request for candidates participating in all aspects of the selection process. For accommodation requests, please email the HR Department
We thank everyone for applying, but only those who are qualified will be contacted.
Supervisor, Client Services (Contract)
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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.
The Supervisor will oversee the day to day operations of CI’s Client Services Inbound team and will be responsible for leading, coaching, motivating and developing a team of Financial Services Representatives (FSRs) toward achieving departmental service standards and organizational goals. The incumbent will also liaise with other business units to ensure exceptional service is delivered in an efficient and effective manner.
Fixed Term Contrac t: 12 months contract
WHAT YOU WILL DO
• Actively monitor and manage the activities of the call centre to ensure service levels are met.
• Monitor, coach, motivate and provide career development to the team. Actively engage in succession planning through identifying and mentoring upcoming leaders.
• Collaboratively establish employee goals and conduct periodic performance review and assessments. Take necessary disciplinary action when applicable.
• Complete side by side shadowing and feedback
• Prepare analytics to enhance employee development
• Foster a climate of mutual respect, open communication, approachability, as well as fair and consistent treatment of FSRs
• Promote service excellence by consistently evaluating processes, procedures and/or practices and identifying potential for improvement. Communicate findings/recommendations and assist in the implementation/coordination of needed changes.
• Build a good rapport with staff, peers, and other department units
• Actively participate in regular meetings and maintain an open communication with other business units
• Actively participate in the interview and selection process of potential FSRs
• Participate and represent the Financial Service Centre on various projects and initiatives
WHAT YOU WILL BRING
• Minimum of 2 years progressive experience in a Financial Service Role
• Proven experience as a call centre Supervisor or similar position
• Successful completion of the Canadian Securities Course or IFIC Sales Course is considered an asset
• Good understanding of CI’s products, policies and procedures
• Keep current on company news and industry trends
• Proven coaching and mentoring skills
• Excellent relationship-building skills
• Strong analytical and problem-solving skills
• Excellent communication and leadership skills
• Ability to delegate effectively
• Strong organizational skills and ability to multi-task
• Willingness and ability to make decisions
• Advanced conflict resolution skill required
• Fluency in French is considered an asset
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 we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at , or call . If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.
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Private Client Services Coordinator
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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.
WHAT YOU WILL DO
- 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.
- Completion of post-secondary education in Business or a related discipline
- CSE required, CFA nice-to-have
- Experience in the investment industry; Private Client or high net worth industry experience considered an asset
- Mutual fund and securities industry knowledge
- Exceptional customer service and relationship-building skills
- Exceptional written and verbal communication skills
- Ability to work in a high-pressure environment
- Ability to be resourceful and work independently
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.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Fitness membership discounts
- Paid Volunteer Days
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.
Please 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 ext. 4747.