Co-Op Student - Investment Operations

CI Financial Corp.; Calgary; Hybrid; CAD 40,000 - 55,000; Full time

Job summary

Join a leading investment dealer in Calgary as an entry-level operational support team member. This role involves processing operational requests, managing tasks calmly in a fast-paced environment, and growing your career in a supportive team focused on collaboration. Candidates should have strong MS Office skills and a positive, professional demeanor.

Benefits

Competitive compensation

Recognition of accomplishments

Investment in training and development

Commitment to health and well-being

Culture of inclusion and diversity

Qualifications

• Experience providing client service in investment or banking is an asset.
• Ability to work independently in a hybrid environment.

Responsibilities

• Process operational tasks including account opening and closures.
• Provide support for multi-faceted issues and procedural updates.
• Assist the Client Experience team on various items.

Skills

Strong MS Office skills

Friendly personality

Strong communication skills

Ability to manage high volumes

Attention to detail

Job description

Join the dynamic world of Aligned Capital, a thriving investment dealer with a culture of collaboration. At Aligned, we live and breathe teamwork, embody service excellence, revel in creativity, and thrive on initiative. We are looking for students with curiosity, drive and passion to join our dynamic team in Calgary . At Aligned, you will have an immersive experience that will shape your professional path. If you are looking to work with a dynamic team and have a ‘can do’ attitude, we are excited to hear from you.

Position Overview

In this role you will work to process various operational requests received by the Client Experience team. Our 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 an entry-level role that is primarily non-client facing with ample room for career growth.

What You Will Do

• Process / complete operational tasks that include account opening, non-financial updates, transfer initiation and follow ups, account closures, troubleshooting system issues and more
• Provide support to and work with other departments as required for multi-faceted issues
• Work on project-specific tasks relating to procedural updates
• Assisting and supporting the Client Experience team on ad-hoc items

What You Will Bring

• 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
• Ability / Flexibility to work independently in hybrid home / office environment
• Strong attention to detail and pride over your work
• Experience providing client service in the investment, banking or related industries is an asset

What We Offer

We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you :

• Competitive compensation
• Recognition of your accomplishments
• Communication and feedback
• Investment in your training and development
• Commitment to your health and well-being
• Culture of inclusion, diversity, and positivity

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call .