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Added 21 mins ago
TT
Director, Planning, Procurement & Inventory
Trojan Technologies
London, ON
- $155,000 to $180,000 CAD / year
- Full-time
…organizational and ERP-enabled change while improving customer service and working capital…
Added 1 hour ago
SD
Specialist, Patient Care
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
…Drug Mart discount, Goodlife gym discount, RRSP/Pension plans, Employee share ownership plan, professional training and development and many more perks! Shoppers Drug Mart was acquired by…
Added 1 hour ago
Seasonal Sales Associate
Under Armour
Richmond, BC
Join our team during the busiest seasons and make a big impact! As a Seasonal Sales Associate, you’ll deliver exceptional customer service, drive sales, and help keep the store clean and…
Added 1 hour ago
Seasonal Stock Associate - Overnight or 4 AM Start
Under Armour
Richmond, BC
Join us as a Seasonal Stock Associate and be the behind-the-scenes hero who keeps our store running smoothly during the busiest times of the year. You’ll make sure products move quickly…
Added 1 hour ago
U
Early Morning Warehouse Associate
UPS
Concord, ON
- Internship
Extended Health Care Benefits (Vision, health, life insurance, and dental benefits after one year of service)
Added 2 hours ago
Customer Energy Management Associate
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Toronto, ON
The Customer Energy Management Associate is a customer-focused professional who supports the delivery of energy management programs, customer initiatives, and account management activities…
Added 3 hours ago
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Warehouse Associate - Early Mornings
UPS
St. Catharines, ON
- Full-time
Health, dental and vision care benefits after one year of service
Added 3 hours ago
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Warehouse Assosiate
UPS
Kitchener, ON
- Internship
Extended health and dental benefits after one year of service
Added 3 hours ago
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Warehouse Associate - Early Mornings
UPS
St. Catharines, ON
- Full-time
Health, dental and vision care benefits after one year of service
Added 3 hours ago
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Warehouse Associate
UPS
Guelph, ON
- Internship
Extended Health Care Benefits (Vision, health, life insurance, and dental benefits after one year of service)
Added 3 hours ago
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Warehouse Associate
UPS
Guelph, ON
- Internship
Extended Health Care Benefits (Vision, health, life insurance, and dental benefits after one year of service)
Added 4 hours ago
CG
Catering Associate, Part Time
Compass Group Canada
Sudbury, ON
- Part-time
As a Catering Associate, you will support the Chef and catering team with food preparation, room and table set-ups, and customer service. You will assist with plated and buffet-style…
Added 4 hours ago
C
Sales Associate III
Coach
Mirabel, QC
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 4 hours ago
C
Sales Associate II
Coach
Mirabel, QC
- Part-time
The Sales Support Associate role is an integral part of the store’s overall success and efficiency; demanding direct attention to our brand commitment when servicing our customers. Leaving…
Added 4 hours ago
VA
Veterinary Assistant, Critical Care, Calgary Animal Referral and Emergency Centre
VCA Animal Hospitals
Calgary, AB
- Full-time
Benefits: Minimum 24 hours per week for eligibility, with flexible options.
Added 5 hours ago
C
Spécialiste de remboursement Bilingue/Reimbursement Specialist
Cencora
Quebec, QC · Greater Quebec City Metropolitan Area
- Full-time
Daily and ongoing communication with Program Manager / Associate Program Manager for new and existing projects;
Added 5 hours ago
CC
Diesel Technician - Heavy Duty Truck Services
Crane Carrier (Canada) Limited
Cambridge, ON
- Full-time
Benefits For Diesel Mechanic - Heavy Duty Trucks
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Director, Oversight and Accountability - State Program Administrator Coordinator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…equity and inclusion, and invests in employees by providing benefits, support resources, and training and development…
Added 5 hours ago
FR
Weekend Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
Recognized as a Great Place to Work, we offer our more than 19,000 associates competitive salaries, top benefits, and career training, continually investing in our associates’ professional…
Added 5 hours ago
W/
Sales Associate
WIRELESSWAVE / WAVE SANS FIL
Kingston, ON
- Full-time
Well-Being: Medical & dental benefits, flexible scheduling, sick days, EFAP, and 3 weeks' vacation.
Added 5 hours ago
U
Warehouse Associate - Early Mornings
UPS
St. Catharines, ON
- Full-time
Health, dental and vision care benefits after one year of service
Added 5 hours ago
A
Sales Consultant - Acura of Hamilton
AutoCanada
Hamilton, ON
- Other
3+ years of experience in a customer-facing role required with experience in retail, sales, marketing, and customer service being preferred
Added 5 hours ago
AC
Intermediate Accident Benefits Advisor
Aviva Canada
Toronto, ON
- Full-time
We’re looking for Healthcare Service Advisors to join our Healthcare Services team to ensure timely and equitable resolution of sophisticated Accident Benefit claims.
Added 5 hours ago
AC
Regional Service Agent - Boutique
Allstate Canada
Toronto, ON
- Full-time
The Customer Service Senior Associate handles basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner.…
Added 5 hours ago
AC
Intermediate Accident Benefits Advisor
Aviva Canada
Oakville, ON
- Full-time
We’re looking for Healthcare Service Advisors to join our Healthcare Services team to ensure timely and equitable resolution of sophisticated Accident Benefit claims.

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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