Investment Operations Associate Client Experience (Hybrid)

CI Financial; Toronto; 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

Paid time off for volunteering

Job summary

CI Financial is hiring an Investment Operations Associate to join the Client Experience team in Burlington/Toronto. The role focuses on supporting Investment Advisor clients, gathering information, and delivering solutions in a fast-paced financial services setting.

Ideal candidates possess 1–3 years of client service experience in wealth management, strong MS Office skills, and the ability to thrive in a hybrid work environment.

Qualifications

• 1–3 years of client service experience in the investment, banking or related industries
• Strong MS Office skills and communication abilities
• Ability to work in a hybrid home/office environment?

Responsibilities

• Assist advisor clients with day-to-day inquiries across systems, compliance, trading, and estates
• Provide training to advisors and their branches/teams
• Collaborate with other departments for complex issues
• Work on project-specific tasks and procedural updates
• Support management on ad-hoc priorities

Skills

Client service

MS Office

Communication

Team player

Problem solving

Education

Industry-related certifications (CSC/CPH/CIRO/AMF)

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

CI Financial is hiring an Investment Operations Associate to join the Client Experience team in Burlington/Toronto. The role focuses on supporting Investment Advisor clients, gathering information, and delivering solutions in a fast-paced financial services setting.

Ideal candidates possess 1–3 years of client service experience in wealth management, strong MS Office skills, and the ability to thrive in a hybrid work environment.