Investment Operations Associate

CI Financial; Toronto, Burlington; Hybrid; CAD 60,000 - 75,000; 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

Health insurance coverage

Job summary

CI Financial in Canada seeks an Investment Operations Associate to join the Client Experience team in Burlington/Toronto. You will assist Advisor clients with inquiries across Systems, Compliance, Trading, Estates, and more, while providing training and collaborating with other departments.

The role requires 1–3 years in client service within financial services, strong MS Office skills, and excellent communication. A hybrid home/office setup is supported in a fast-paced environment.

Qualifications

• 1–3 years of client service experience in the investment, banking or related industries.
• Strong MS Office skills (Outlook, Word, Excel).
• Excellent communication and teamwork abilities.
• Ability to manage high volumes with a positive, professional attitude.

Responsibilities

• Assist Advisor clients with day-to-day inquiries across Systems, Compliance, Trading, Estates, and more.
• Provide training to advisors and branches/teams.
• Collaborate with other departments for multi-faceted issues.
• Work on project-specific tasks relating to procedural updates.
• Support management on ad-hoc and priority items.

Skills

Client service

MS Office

Communication

Teamwork

Adaptability

Problem solving

Education

Industry credentials (CSC/CPH/CIRO/AMF)

Tools

MS 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.

We are currently hiring for a Investment Operations Associate to become part of our Client Experience team in Burlington/Toronto.

This role will join The Client Experience Team within Aligned Capital Partners Inc. (ACPI, a member of CI Financial).

In this role, the successful candidate will work to investigate issues, gather information, and create solutions in their mission to provide excellent support to our Investment Advisor clients. The Client Experience Team is the ‘go to’ for our Advisors, this 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 and holistic 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
• Collaborate with other departments as required for multi-faceted issues
• Work on project-specific tasks relating to procedural updates
• Assist and support management on ad-hoc and priority items

You Will Bring:

• 1-3 years of 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, registration with CIRO/AMF) 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
• Strong problem-solving aptitude – Ability to execute both first and second level thinking when assessing an issue

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $60,000 - $75,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

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.

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