Associé(e) au service

CI Investments Inc.; Dorval; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave

Top–up program

Paid time off for Volunteering

Job summary

CI Financial is seeking an Associate, Client Service to support the wealth management and asset management advisory services. You will manage account transactions, execute administrative tasks, and collaborate with the Assante support team to ensure smooth operations.

The role requires a postsecondary degree and at least two years in financial services, with strong communication and organizational skills. On-site four days a week at our Dorval/Brossard location, you will help maintain high

Qualifications

• 2+ years in financial services operations or client service.
• Postsecondary diploma or degree.
• Strong verbal and written communication skills.
• Proficiency with MS Office; ability to manage documents and data accurately.
• Knowledge of DocuSign and Salesforce is a plus.

Responsibilities

• Process daily fund, equity, and fixed-income transactions with accuracy.
• Prepare documentation for purchases, redemptions, exchanges, and transfers.
• Maintain filing and archiving systems.
• Handle non-financial administrative requests efficiently.
• Collaborate with Assante support for transfers and file maintenance.
• Support digital marketing coordination activities.
• Assist new national account clients and guide them to CI Assante resources.

Skills

Communication skills

Oral and written communication

Microsoft Office

DocuSign

Salesforce

Analytical ability

Administrative skills

Team collaboration

Detail-oriented

Ability to work under pressure

Education

Postsecondary degree

Tools

DocuSign

Salesforce

Microsoft Office

Job 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.

Nous sommes actuellement à la recherche d’un(e) associé(e) au service pour se joindre à notre équipe à Dorval ou Brossard afin de soutenir notre groupe Conseil en placement et gestion de patrimoine chez CI Gestion de patrimoine. L’associé(e) au service jouera un rôle essentiel dans la gestion des comptes et l’exécution des tâches administratives, contribuant ainsi au bon fonctionnement et à l’efficacité de l’équipe.

Vos responsabilités :

• Traiter avec précision les transactions quotidiennes de fonds communs de placement, d’actions et d’obligations.
• Préparer la documentation relative aux achats, rachats, échanges et transferts en nature de placements.
• Gérer et maintenir les systèmes de classement et d’archivage.
• Mettre à jour et traiter les demandes administratives non financières.
• Collaborer avec l’équipe de soutien administratif d’Assante pour les transferts, les questions administratives et les tâches d’entretien des dossiers.
• Participer à la coordination des activités de marketing numérique.
• Agir comme premier point de contact pour les nouveaux clients des Comptes nationaux et les orienter vers les ressources appropriées de CI Assante.

Ce que vous apportez :

• Un minimum de 2 ans d’expérience dans le secteur des services financiers, avec une spécialisation en opérations et en service à la clientèle.
• Diplôme d’études postsecondaires.
• Capacité à respecter les échéances et à travailler efficacement sous pression, avec un grand souci du détail.
• Excellentes aptitudes en communication orale et écrite.
• Maîtrise de la suite Microsoft Office (Word, Excel, Outlook et PowerPoint).
• La connaissance de DocuSign et de Salesforce constitue un atout.
• Solides compétences en analyse, administration, résolution de problèmes et organisation.
• Grande autonomie et attitude positive.
• Capacité démontrée à collaborer efficacement au sein d’une équipe et à maintenir un haut niveau de professionnalisme dans un environnement dynamique avec des délais serrés.

Ce poste s’inscrit dans notre modèle de travail au bureau et exige une présence sur place quatre jours par semaine afin de favoriser la collaboration et de répondre aux besoins de l’entreprise.

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.

A Supportive Environment for Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave
• Top–up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce.

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 [e-mail], or call 416-364-1145 ext. 4747.

CI Financial is an independent company offering global wealth management and asset management advisory services. 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.