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Added 3 mins ago
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Field Service Engineer
Eppendorf
Halifax, NS · Mississauga, ON · Ottawa, ON · Montreal, QC
- Full-time
Associate’s degree (A.A.) or equivalent from a two‑year college or technical school – or comparable military training – combined with approximately three to five years of related field…
Added 3 mins ago
RB
Associate
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Toronto, ON
- Full-time
…management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. We are looking…
Added 3 mins ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
…management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth…
Added 17 mins ago
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Added 17 mins ago
Sales Associate, Hardgoods
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As a Sales Associate, you will help customers embrace the sporting life by connecting them with gear that fits both their performance goals and personal style. Through active listening,…
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Personal Banking Associate
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- Full-time
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Added 18 mins ago
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Lawyer - Business Law (3-6 years)
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Montreal, QC
- Full-time
Norton Rose Fulbright is seeking an associate for the Corporate, M&A and Securities team of the Montréal office.
Added 18 mins ago
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Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
…you’ll make a meaningful 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…
Added 18 mins ago
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Financial Services Associate, Imperial Service
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Hamilton, ON
- Full-time
As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures. As a Financial Services Associate in the…
Added 32 mins ago
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Client Delivery Associate
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Pickering, ON · Toronto, ON · FCP
- Full-time
2 – 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
Added 47 mins ago
Analyst or Associate, Investment Banking, Corporate Finance Advisory - Toronto, ON
Scotiabank
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At the early stages of their career, the candidate will focus on financial modeling, research, credit ratings analysis, capital structure benchmarking and assisting in preparing client…
Added 47 mins ago
GT
Store Associate (Part-Time)
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Toronto, ON
- $100,000 to $150,000 CAD / year
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Personal Banking Associate (Full time)- Cap- Rouge
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Pharmacist, Hourly Full Time Flexible Shifts Greenlight Requisition
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Hamilton, ON
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…sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial objectives of the…
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Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
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Mississauga, ON
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To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 1 hour ago
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(CAN) Associé, équipe des activités de protection des biens
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Financial Service Representative
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Clinical Research Manager
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Added 1 hour ago
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Warehouse Supervisor, Replenishment, Sunday-Thursday, 11pm-7:30am
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Develop individual associate’s skills, standards and morale through training and coaching including giving consistent feedback, conducting Performance Appraisals and delivering disciplinary…
Added 1 hour ago
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TD Agriculture Networking Event - October 29 2026
TD
Barrie, ON · Brantford, ON · Guelph, ON · Ottawa, ON · Stratford, ON · Strathroy, ON
- Full-time
TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector,…

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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