Investment Operations Associate

Aligned Capital Partners Inc.; Burlington; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

Aligned Capital Partners Inc. is looking for a full-time Investment Operations Associate for their Client Experience team in Burlington, Ontario. The role involves supporting Advisor clients, providing client service in a fast-paced environment, and requiring strong communication skills and relevant experience in the financial services sector.

Benefits

Competitive compensation

Recognition of accomplishments

Investment in training and development

Commitment to health and well-being

Qualifications

• 1-3 years’ experience in client service within investment or banking.
• Strong MS Office skills (Outlook, Word, Excel).
• Proven ability to handle high volumes with professionalism.

Responsibilities

• Support Advisor clients with day-to-day inquiries and requests.
• Provide training to advisors and their teams.
• Assist management on ad-hoc tasks.

Skills

Client service skills

Communication skills

Teamwork

MS Office skills

Education

Industry related academic experience (ex. CSC, CPH)

Job description

Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Investment Operations Associate to be part of our Client Experience team in Burlington, Ontario .

Position Overview

In this role, the successful candidate will work to gather information and create solutions in order to provide excellent support to our clients. 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.

What You Will Do

• Taking a team approach, support our Advisor clients with day-to-day inquiries and any specific requests for assistance- relating to Systems, Compliance, Trading, Estates, and more
• Provide training to advisors and their branches/teams
• Provide support to/work with other departments as required for multi-faceted issues
• Work on project-specific tasks relating to procedural updates
• Assisting and supporting management on ad-hoc and priority items

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
• Ability/Flexibility to work independently in hybrid home/office environment

What We Bring

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.

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115.