Associé(e) Service Financier et Opérations

CI Financial; Dorval; On-site; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Savings Plan

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Paid time off for Volunteering

Job summary

CI Financial is seeking an associate to support our asset management and wealth advisory group in Dorval or Brossard. You will handle account management and administrative tasks to keep the team functioning efficiently. The role requires on-site presence four days a week to foster collaboration.

Você will work with Assante support and CI resources, leveraging MS Office, DocuSign, and Salesforce. A postsecondary degree and strong client-service orientation are essential.

Qualifications

• Postsecondary degree is required.
• At least 2 years in financial services with operations and client service.
• Ability to meet deadlines and work under pressure with strong attention to detail.
• Excellent oral and written communication skills.
• Knowledge of DocuSign and Salesforce is a plus.
• Strong analytical, administrative, problem-solving, and organizational skills.
• High degree of autonomy and positive attitude.
• Able to collaborate and maintain professionalism in a fast-paced environment with tight deadlines.

Responsibilities

• Process daily transactions for mutual funds, equities and bonds with accuracy.
• Prepare documentation for purchases, redemptions, exchanges and in-kind transfers.
• Manage and maintain filing and archiving systems.
• Update and process non-financial administrative requests.
• Collaborate with Assante administrative support for transfers and file maintenance.
• Coordinate digital marketing activities.
• Serve as first point of contact for new national accounts clients and direct them to CI Assante resources.

Skills

Customer service

Financial operations

Oral and written communication

Autonomy

Education

Postsecondary degree

Tools

DocuSign

Salesforce

Microsoft Office

Job description

CI Financial is seeking an associate to support our asset management and wealth advisory group in Dorval or Brossard. You will handle account management and administrative tasks to keep the team functioning efficiently. The role requires on-site presence four days a week to foster collaboration.

Você will work with Assante support and CI resources, leveraging MS Office, DocuSign, and Salesforce. A postsecondary degree and strong client-service orientation are essential.