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Added 8 mins ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
As an Associate Advisor (Relationship Manager), you will work alongside the other members of this Chairman's Council team to provide proactive advice and support tailored to our most valued…
Added 8 mins ago
T
Customer Evolution Manager, SAP AMS
Talan
Toronto, ON · Montreal, Québec
- $140,000 to $200,000 CAD / year
- Full-time
Act as the primary point of contact and trusted advisor for assigned clients, owning the relationship at the operational and management levels and maintaining an executive sponsor…
Added 8 mins ago
A
Senior Civil Engineer - Part Time
AECOM
Winnipeg, MB
- $175,000 to $192,000 CAD / year
- Part-time
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big…
Added 8 mins ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
As an Associate Advisor (Relationship Manager), you will work alongside the other members of this Chairman's Council team to provide proactive advice and support tailored to our most valued…
Added 8 mins ago
R
Administrative Assistant
RBC
Toronto, ON
- Part-time
…ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient…
Added 8 mins ago
JA
Business Development Manager – Substation Services & Lifecycle Solutions
JR Automation
BC · British Columbia, Canada
- Full-time
Position the organization as a trusted advisor for asset lifecycle management and modernization planning.
Added 8 mins ago
JA
Head of Contract Management Hub North America - Grid Automation
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
More than seven years of relevant professional experience as a Contract Manager, legal counsel, legal advisor, or in a comparable contractual and commercial role.
Added 23 mins ago
Service Advisor
Camions Excellence Peterbilt
Laval, QC
At Excellence Peterbilt, our success is driven by our people. Join us and be part of our success!
Added 23 mins ago
SE
Sr Operations Advisor
Suncor Energy
Calgary, AB
- Full-time
When you join Suncor, you become part of a company that has built a solid foundation for both business and employee success. We are a place where talented people thrive. As part of our…
Added 23 mins ago
RD
Administrative Assistant
RBC Dominion Securities
Toronto, ON
- Part-time
…ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient…
Added 24 mins ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
As an Associate Advisor (Relationship Manager), you will work alongside the other members of this Chairman's Council team to provide proactive advice and support tailored to our most valued…
Added 38 mins ago
C
Associate Financial Advisor
CIBC
Montreal, QC
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 38 mins ago
CF
Investment Operations Associate
CI Financial
CDA-Aligned-Head Office
- Full-time
…creativity, and initiative. We are currently hiring for a full–time Investment Operations Associate to become part of our Client Experience team in Burlington,…
Added 38 mins ago
B
Manager, Digital Strategy & Insights
BMO
Toronto, ON · BMOPLACE
- Full-time
…role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above…
Added 38 mins ago
Team Coordinator Customer Service (Living Benefits)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Montreal, QC · Regina, SK
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 53 mins ago
IF
Associate, Sales and Customer Service
Intact FC
Montreal, QC · Sherbrooke, QC
- Full-time
As part of our commitment to Win As A Team, we share our success with employees through our annual bonus plan and Employee Share Purchase Plan (ESPP) – with Intact matching 50% of your net…
Added 53 mins ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
Added 53 mins ago
NC
Account Coordinator, Commercial SME
NFP Corp
Calgary, AB · Edmonton, AB · Langley (District), BC · Newmarket, ON · Ottawa, ON · Toronto, ON · Windsor, ON · Langley, BC
- Full-time
…other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the…
Added 53 mins ago
JA
Business Development Manager – Substation Services & Lifecycle Solutions
JR Automation
Stoney Creek, NB
- Full-time
Position the organization as a trusted advisor for asset lifecycle management and modernization planning.
Added 1 hour ago
UO
Student Service Advisor
University of Alberta
Edmonton, AB
- Full-time
There is also a Temporary Student Service Advisor opportunity available. If you would like to be considered for both opportunities, please submit an application to both competitions.
Added 1 hour ago
UO
Student Service Advisor (Temporary)
University of Alberta
Edmonton, AB
- Full-time
There is also a continuing Student Service Advisor opportunity available. If you would like to be considered for both opportunities, please submit an application to both competitions.
Added 1 hour ago
Y
Health & Safety Advisor
YORK1
Concord, ON
- Full-time
- Contract
The Advisor, Health & Safety is responsible for partnering with Divisional operations and Safety Teammates to foster and support an effective and proactive safety culture of internal…
Added 1 hour ago
SE
Sr Maintenance Advisor - Rigging
Suncor Energy
Fort McMurray, AB
- Full-time
When you join Suncor, you become part of a company that has built a solid foundation for both business and employee success. We are a place where talented people thrive. As part of our…
Added 1 hour ago
CG
Investment Advisor Assistant
Canaccord Genuity Group Inc.
Ottawa, ON
- Full-time
Our people are at the heart of our success. At CG, you will be part of a team that values collaboration, accountability, and continuous learning. We move quickly, encourage fresh thinking,…
Added 1 hour ago
CF
Investment Operations Associate
CI Financial
Burlington, ON
- Full-time
…creativity, and initiative. We are currently hiring for a full–time Investment Operations Associate to become part of our Client Experience team in Burlington,…

CI Financial

Investment Operations Associate

Burlington, ON, Canada

The anticipated base salary range for this position is $60,000 - $75,000. · Full-time

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Job details

Pay: The anticipated base salary range for this position is $60,000 - $75,000.
Job type: Full-time
Apply by: Nov 28, 2026
Experience: 1-3 years of experience providing client service in the investment, banking or related industries – Focus on very strong client service skills
Posting language: English
Posted: Oct 29, 2026

Original 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.

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

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

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. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. 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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

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More about this job

Responsibilities

Support investment advisors with day-to-day inquiries and requests involving systems, compliance, trading, estates, and other operational matters. Train advisors and their teams, collaborate across departments to resolve complex issues, assist with procedural update projects, and support management with priority tasks.

Requirements

Candidates should have 1–3 years of client service experience in investment, banking, or a related industry, along with strong communication, problem-solving, and Microsoft Office skills. Industry-related academic experience or a commitment to further education is expected, as is the ability to manage high volumes professionally and work independently in a hybrid environment.

Skills

Client Service
Investment Operations
Problem-Solving
Communication
Microsoft Outlook
Microsoft Word
Microsoft Excel
Advisor Support
Training
Issue Investigation
Compliance Support
Trading Support
Estate Administration
Project Coordination
Time Management
Teamwork

Benefits

Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plans
Paid Leave
Education-Related Programs
Paid Holidays
Vacation Time
Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-Up
Paid Volunteer Time
Bonus Program

Visa sponsorship

Not detected in the job text

Keywords

Investment Operations
Financial Services
Client Experience
Investment Advisors
Client Service
Investment Dealer
Banking
Systems Support
Compliance
Trading
Estate Administration
Advisor Training
Microsoft Office
Outlook
Word
Excel
Problem-Solving
Issue Investigation
Project Support
Procedural Updates
CSC
CPH
CIRO
AMF
Hybrid Work

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