Wealth Operations Associate – Vancouver

CI Financial; Vancouver; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Training Reimbursement

Paid time off for volunteering

Corporate discount program

Enhanced group benefits

Parental leave top-up

Job summary

CI Financial is seeking a Service Associate in Vancouver to support the Investment and Wealth Advisory Group. You will handle daily trade processing, paperwork for investments, and back-office liaison to ensure smooth team operations.

Candidates should have 2+ years in financial services operations, strong communication, and proficiency in MS Office. A collaborative, detail-oriented mindset is essential for success in a fast-paced environment.

Qualifications

• Minimum 2 years’ experience in financial services with a focus on operations and client services.
• Post-secondary education.
• Ability to meet deadlines and work under pressure with attention to detail.
• Excellent verbal and written communication skills.

Responsibilities

• Accurately process daily mutual fund, stock, and bond trades.
• Prepare paperwork for investment purchases, redemptions, switches, and in-kind transfers.
• Manage and maintain filing systems.
• Update and maintain non-financial requests.
• Liaise with Assante back office on transfers and admin tasks.
• Assist with coordinating digital marketing.

Skills

Client services

Operational processes

Microsoft Office

Communication

Attention to detail

Team collaboration

DocuSign familiarity

Salesforce familiarity

Education

Post-secondary education

Tools

Salesforce

DocuSign

Job description

CI Financial is seeking a Service Associate in Vancouver to support the Investment and Wealth Advisory Group. You will handle daily trade processing, paperwork for investments, and back-office liaison to ensure smooth team operations.

Candidates should have 2+ years in financial services operations, strong communication, and proficiency in MS Office. A collaborative, detail-oriented mindset is essential for success in a fast-paced environment.