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Added 14 mins ago
SD
Front Store Manager, Salaried Full Time Day Greenlight Requisition
Shoppers Drug Mart
Brampton, ON
- Full-time
Ensures staffing levels are adequate to effectively operate the business
Added 14 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 29 mins ago
HA
Sr Manufacturing Associate
Honeywell Aerospace
Cambridge, ON
- Full-time
As a Senior Manufacturing Associate here at Honeywell Aerospace, you will oversee the day-to-day operations of the calibration/repair and environmental test group, ensuring efficient and…
Added 29 mins ago
B&
Retail Brand Experience Key Holder-BRANDON SHOPPERS MALL
Bath & Body Works
Brandon, MB
- $19.4 USD / hour
- Part-time
Career Development | Fun Stores | Free product | 40% Discount | EAP
Added 29 mins ago
B&
Retail Brand Experience Supervisor-PROMENADES ST BRUNO
Bath & Body Works
Saint-Bruno, QC
- $21.6 USD / hour
- Full-time
Career Development | Fun Stores | Free Product | 40% Discount | EAP
Added 44 mins ago
T
TD Agriculture Networking Event - October 29 2026
TD
Barrie, ON · Brantford, ON · Guelph, ON · Ottawa, ON · Stratford, ON · Strathroy, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 44 mins ago
T
Personal Banking Associate Trainee
TD
Georgetown, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 44 mins ago
T
Personal Banking Associate
TD
AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 44 mins ago
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Associate Vice President, Wealth Advice, Analytics, Insights & Artificial Intelligence
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 44 mins ago
M
Intern, Operational Excellence
Moderna
Toronto, ON
- Full-time
…medicine through mRNA technology with a diverse pipeline of development programs across various diseases. We are seeking a highly motivated Operational Excellence Intern to support…
Added 44 mins ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Oshawa, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios. You will directly engage with high-net-worth clients to offer…
Added 44 mins ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
St. Stephen, NB
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 44 mins ago
C
Associate Financial Advisor
CIBC
Abbotsford, BC · Chilliwack, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 44 mins ago
C
Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 59 mins ago
AE
Offline - Selling Team Leader (Assistant Manager)
American Eagle Outfitters
Edmonton, AB
- Full-time
…feedback through real-time coaching. You make team touch bases, development plans, and performance reviews a priority and you drive associate engagement by celebrating your team's…
Added 1 hour ago
S
Part Time Retail Associate (Optical): West Kelowna, BC
Specsavers
Westbank, Brit
- Part-time
…privately owned since day one. Today, we are a $7.8 billion global business with over 45,000 colleagues across more than 2,700 retail optical…
Added 1 hour ago
TH
Head Cashier Part Time (DARTMOUTH)
The Home Depot
Dartmouth, NS
- Part-time
The Head Cashier plays an important role supporting the Front End Supervisor in motivating front end associates to follow GET behaviours and provide customers a great shopping experience.…
Added 1 hour ago
R
Associate
RBC
Toronto, ON
- Full-time
…individual to join our leading wealth management firm as an…
Added 1 hour ago
T
Personal Banking Associate
TD
Red Deer, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 hour ago
T
Personal Banking Associate
TD
Windsor, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 hour ago
AC
Early Careers: Commercial Risk Associate
Aon Corporation
Calgary, AB · Vancouver, BC · Halifax, NS · Toronto, ON
- Full-time
Launch is a structured 10-month Early Careers development program that combines meaningful work, business learning, professional development and relationship-building across Aon. The…
Added 1 hour ago
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GARAGE - Operations Team Leader FT - Carrefour Angrignon
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Montreal, QC · LaSalle, Quebec
- Full-time
In order to do so, you will play an important role in the day-to-day operations of the store. You will contribute to optimizing inventory management and increasing sales and customer…
Added 1 hour ago
JA
Coordonnateur(trice) de projets – Fabrication et opération / Project Coordinator – Manufacturing & Operations
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
As an Associate Project Manager, you will coordinate the execution of small- and medium-complexity workshop assembly and refurbishment projects, ensuring activities are completed in…
Added 1 hour ago
RD
Associate
RBC Dominion Securities
Toronto, ON
- Full-time
…individual to join our leading wealth management firm as an…
Added 1 hour ago
RD
Associate
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities Branch located in downtown Toronto, is looking for a PIM Trading Associate to join a top investment advisory team. You will be supporting the business of an…

CI Financial

Investment Operations Associate

CDA-Aligned-Head Office, 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
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) 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

Modern HQ location within walking distance from Union Station
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

The associate will support advisor clients with day-to-day inquiries regarding systems, compliance, trading, and estates. They will also provide training to advisor teams and collaborate on project-specific tasks and procedural updates.

Requirements

Candidates should have 1-3 years of experience in investment or banking client service and strong MS Office skills. Industry-related academic experience such as CSC or CPH is required or expected as a commitment to further education.

Skills

Client service
Investment operations
Compliance
Trading
Estate administration
Problem-solving
Communication
MS Office
Outlook
Word
Excel
Training
Relationship management
Time management
Professionalism

Benefits

Health insurance
Wellness programs
Life insurance
Disability insurance
Retirement savings plans
Paid leave
Education-related programs
Paid holidays
Vacation time
Training reimbursement
Professional designations
Employee savings plan
Corporate discount program
Enhanced group benefits
Parental leave top-up
Paid time off for volunteering

Visa sponsorship

Not detected in the job text

Keywords

Investment Operations
Client Experience
Financial Services
Compliance
Trading
Estates
CSC
CPH
MS Office
Outlook
Word
Excel
Wealth Management
Asset Management
Investment Advisor
Hybrid Work
Client Support
Professional Development
Investment Dealer

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