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Added 2 mins ago
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Financial Services Associate, Imperial Service
CIBC
St. Catharines, ON
- Full-time
…value clients secure their futures. As a Financial Services Associate in the Imperial Service Team, you’ll support the team with client outreach, sales and administrative activities to…
Added 2 mins ago
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Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
…value clients secure their futures. As a Financial Services Associate in the Imperial Service Team, you’ll support the team with client outreach, sales and administrative activities to…
Added 2 mins ago
MK
Seasonal Sales Associate
Michael Kors
Burnaby, BC
- Part-time
…Michael Kors are stylish individuals who are passionate about the customer experience and achieving results. As a Seasonal Sales Assistant, you are a flexible team player with the ability…
Added 2 mins ago
BB
Senior Retail Sales Associate
Best Buy Canada
Calgary, AB
- Full-time
You’ll love it here! We are hiring immediately for a senior sales associate, which we call a senior advisor at Best Buy. As a senior sales associate, you will be the face of Best Buy for…
Added 2 mins ago
SI
Retail Print & Services Supervisor
Staples Inc.
Edmonton, AB
- Full-time
3+ years of prior customer service experience in retail required, with prior supervisory and coaching experience preferred.
Added 2 mins ago
SI
Wireless Sales Consultant
Staples Inc.
New Minas, NS
- Full-time
As a Wireless Sales Consultant, you are a champion of the customer experience in the wireless department. You enable our work, learn, and grow culture for our customers and associates.…
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Part Time Core Sales Associate
Pandora
Mont-Royal, QC
- $17 to $21.25 CAD / hour
- Part-time
The Part-Time Core Sales Associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding…
Added 2 mins ago
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Member Experience Associate
Movati
Windsor, ON
- Full-time
Our Member Experience Associate is responsible for promoting outstanding customer service practices and striving to continuously improve the member experience. You will also:
Added 17 mins ago
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Associé(e), Service aux patients - Montréal Nord, Est
Inizio Engage
Laval, QC · Montreal, QC
- Full-time
Inizio Engage Canada is seeking Patient Service Associate to join our team and build meaningful connections with healthcare professionals. This exciting opportunity offers a gateway into…
Added 17 mins ago
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Part Time Core Sales Associate
Pandora
Mont-Royal, QC
- Part-time
The Part-Time Core Sales Associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding…
Added 17 mins ago
SD
Director, Pharmacy Experience and Transformation
Shoppers Drug Mart
Toronto, ON
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 17 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 17 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 17 mins ago
SD
Chef pharmacie(ne), rémunéré(e) à l’heure – PHX temps plein jour
Shoppers Drug Mart
Rouyn-Noranda, QC
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 17 mins ago
SD
Supervisor, Production
Shoppers Drug Mart
Mississauga, ON
- Full-time
…process of their team within Operations and to ensure optimal customer service delivery and the needs of the staff and the organization are met. The Supervisor will lead efforts to…
Added 32 mins ago
TH
Overnight Freight Associate Part Time - MISSISSAUGA S
The Home Depot
Mississauga, ON
- Part-time
…create a pleasant and safe shopping environment, and providing customer service as required by customer demand. In addition, most Freight Team Associates operate reach trucks, forklifts and…
Added 32 mins ago
TH
Cashier Part Time - MISSISSAUGA S
The Home Depot
Mississauga, ON
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
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TH
Lumber Sales Part Time - WINDSOR E
The Home Depot
Windsor, ON
- Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 32 mins ago
TH
Lot Associate Part Time - MISSISSAUGA S
The Home Depot
Mississauga, ON
- Part-time
The Lot Associate's primary responsibility is to load orders into customer vehicles and ensuring the parking lot is safe and welcoming for the customer. Customer service and GET behaviours…
Added 32 mins ago
TH
Overnight Freight Associate Part-Time - 7265 Saskatoon South
The Home Depot
Saskatoon, SK
- Part-time
…create a pleasant and safe shopping environment, and providing customer service as required by customer demand. In addition, most Freight Team Associates operate reach trucks, forklifts and…
Added 32 mins ago
TH
Lumber Sales Part Time - MISSISSAUGA S
The Home Depot
Mississauga, ON
- Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 32 mins ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
…individual to join our leading wealth management firm as an…
Added 32 mins ago
RB
Associate
Royal Bank of Canada
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…
Added 32 mins ago
ST
Customer Support Associate
STEMCELL Technologies
Burnaby, BC · Canada - BC, Burnaby, Production Court, Onsite
- Full-time
We are seeking a passionate and ambitious Customer Support Associate to join our high-performing and collaborative team. This role offers excellent growth opportunities and the chance to…
Added 32 mins ago
LC
Sales Associate | Part-time & Seasonal | Mic Mac Mall
Linen Chest
Dartmouth, NS
- Part-time
At Linen Chest, we believe that a great in-store experience starts with a welcoming, caring and passionate team. As a Sales Associate, you play an essential role in the customer experience…

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.

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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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