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Added 9 mins ago
D
Advisor, Business development and sales support
Desjardins
Montreal, QC · Quebec, QC
- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 9 mins ago
C
Associate Financial Advisor
CIBC
Montreal, QC
- Full-time
Added 9 mins ago
CF
Investment Operations Associate
CI Financial
CDA-Aligned-Head Office
- Full-time
Added 9 mins ago
B
Manager, Digital Strategy & Insights
BMO
Toronto, ON · BMOPLACE
- Full-time
Added 9 mins ago
Team Coordinator Customer Service (Living Benefits)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Montreal, QC · Regina, SK
…team, and play a central role in delivering an exceptional advisor and client experience? Insurance Operations is pleased to announce an exciting opportunity for the role of a Team…
Added 24 mins ago
IF
Associate, Sales and Customer Service
Intact FC
Montreal, QC · Sherbrooke, QC
- Full-time
…promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow…
Added 24 mins ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer indiv
Added 24 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
Added 25 mins ago
NB
Chief Advisor Regulatory Governance
National Bank of Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
A career as a Chief Advisor in the Prudential Standards and Oversight Office at National Bank means playing a central role in strengthening the Bank’s prudential risk governance, regulatory…
Added 25 mins ago
JA
Business Development Manager – Substation Services & Lifecycle Solutions
JR Automation
Stoney Creek, NB
- Full-time
Added 55 mins ago
Assistant
Richardson Wealth Ltd
Burlington, ON
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 55 mins 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 55 mins 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
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Financial Planner - Edmonton
TD
AB
- Full-time
Added 1 hour ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Blainville, QC · Laval, QC · Rouyn-Noranda, QC
- Full-time
Added 1 hour ago
SL
AVP, Technology Lead - Digital
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
Added 1 hour ago
SE
Sr Maintenance Advisor - Rigging
Suncor Energy
Fort McMurray, AB
- Full-time
As the Sr Maintenance Advisor (Rigging) you will provide expert advice, coaching, and support for rigging in lifting and load m
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins de la Région de Saint-Hyacinthe
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
D
Personal Finance Advisor, University Graduate
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
Launch your career in financial consulting on the Island of Montreal Have you just completed your bachelor's degree in finance and wish to put your knowledge into practice in a stimulating…
Added 1 hour ago
CG
Investment Advisor Assistant
Canaccord Genuity Group Inc.
Ottawa, ON
- Full-time
Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client…
Added 1 hour ago
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Financial Planner
BMO
Surrey, BC
- Full-time
…performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers…
Added 1 hour ago
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Insolvency Advisor, Personal Debt Solutions
BDO
Toronto, ON · Scarborough - Milner Ave.
- Full-time
Our Scarborough office is seeking an Insolvency Advisor to join the Personal Debt Solutions te
Added 1 hour ago
B
Operations Manager
BGIS
Toronto, ON
- Full-time
Added 1 hour ago
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Manager and Senior Advisor, to Deputy Chief Engineer & EVP of Engineering & Asset Management
Metrolinx
Canada
- Full-time
Added 1 hour ago
Advisor, Financial Performance & Business Partner
VIA HFR - VIA TGF Inc
Ottawa, ON · Toronto, ON · Montreal, QC
Would you like to take on a stimulating, high-impact challenge? We are looking for an Advisor, Financial Performance & Business Partner.

CI Financial

Investment Operations Associate

Burlington, ON, Canada

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

Apply About employer

Applications open in a new tab.

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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