Find work in Canada.

537,226 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 48 mins ago
NB
Senior Financial Planner
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Financial Planning Advisor or Senior
Added 8 hours ago
EJ
CA Financial Advisor
Edward Jones
Calgary, AB
- $38,500 to $100,000 CAD / year
- Full-time
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…
Added 8 hours ago
EJ
CA Financial Advisor
Edward Jones
Calgary, AB
- $38,500 to $100,000 CAD / year
- Full-time
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…
Added 9 hours ago
TM
Associate Private Wealth Advisor
The Mirillion Group
Vancouver, BC
- $110,000 to $160,000 CAD / year
- Full-time
Associate Private Wealth Advisor | Vancouver, BC
Added 12 hours ago
TA
Vice President, Finance & Tax
Thorek/Scott and Partners
Toronto, ON
- Full-time
…treasury, financial operations and risk management. As a trusted advisor, this individual will translate complex financial matters into clear recommendations that support wealth…
Added 13 hours ago
Financial Advisor, Investment & Retirement Planning - PICKERING TOWN CENTRE
Scotiabank
Pickering, ON
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…
Added 15 hours ago
RU
Tax Senior Manager - Private Company
RSM US LLP
Calgary, AB · Toronto, ON
- Full-time
…business owners and high net worth families strengthen their wealth and minimize…
Added 19 hours ago
CF
Investment Operations Associate
CI Financial
CDA-Aligned-Head Office
- Full-time
…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…
Added 20 hours ago
CF
Investment Operations Associate
CI Financial
Burlington, ON
- Full-time
…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…
Added 1 day ago
NB
Private Wealth Advisor (1859)
National Bank of Canada
Quebec, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 1 day ago
RB
Senior Will and Estate Advisor
Royal Bank of Canada
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 1 day ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
In your key role as Administrative Support, you will also create estate packages, compile manager review schedules and book appointments, and assist with mail outs as required
Added 1 day ago
R
Senior Will and Estate Advisor
RBC
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 1 day ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
In your key role as Administrative Support, you will also create estate packages, compile manager review schedules and book appointments, and assist with mail outs as required
Added 1 day ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
Reporting to the VP, Wealth Management, the Wealth Advisor provides investment, retirement, and financial planning advice, with the focus on consolidation of investment assets through two…
Added 1 day ago
RW
Senior Associate Advisor
RBC Wealth Management
Toronto, ON
- Full-time
We are expanding the team and are looking for an experienced Associate Advisor to work alongside our investment and wealth and estate planning professionals.
Added 1 day ago
C
Senior Private Banking Associate
CIBC
Thornhill, ON
- Full-time
…which increases overall profit contribution to CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by…
Added 2 days ago
T
Developing Investment Advisor
TD
London, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 2 days ago
HI
Insurance Advisor, Real Estate Practice
HUB International
Burnaby, BC
- Full-time
…risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams…
Added 2 days ago
Financial Advisor, Investment & Retirement Planning (Canada)
Scotiabank
Edmonton, AB
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…
Added 2 days ago
WT
Senior Manager, Advice Innovation & Experience (16-month Fixed Term Contract)
Wealthsimple Technologies
Remote, Canada
- $156,000 to $195,000 CAD / year
- Full-time
- Remote
Define what "5-star" client experiences look like in wealth management. Draw on deep knowledge of premium service (luxury hospitality, high-end retail, or elite financial services) to…
Added 2 days ago
Director, Client Enablement
Questrade Financial Group
Toronto, ON
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign…
Added 2 days ago
Financial Advisor, Investment & Retirement Planning
Scotiabank
Hamilton, ON · Ancaster, ON
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’…
Added 2 days ago
GC
Partner, Family Office
GlassRatner Canada
Toronto, ON
- Full-time
…leading multi-family office platforms, providing truly objective wealth advisory services to high, and ultra-high-net-worth individuals and families. Their offering spans investment…
Added 3 days ago
M
Manager, Property Tax Services / Directeur(trice), Fiscalité foncière
MNP
Winnipeg, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll monitor markets and legislative changes to ensure that clients are utilizing all available programs and…

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.

Apply About employer

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

Report this job