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SC
Wireless Sales Consultant
Staples Canada
Calgary, AB
- Part-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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Personal Banking Associate Trainee
TD
Georgetown, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
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Personal Banking Associate
TD
AB
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 7 mins ago
TS
Sales Associate
The Salvation Army Canada and Bermuda Territory
Bridgetown, NS
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
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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…
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Client Engagement Associate - Part-time (15 hours/week)
CIBC
St. Stephen, NB
- Part-time
…fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the…
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Associate Financial Advisor
CIBC
Abbotsford, BC · Chilliwack, BC
- 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…
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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…
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(CAN) Consumables Lead Department Manager
Walmart
Edmonton, AB
- Full-time
Job Responsibility #1 Providing excellent Customer Service by greeting all customers in a polite and friendly manner, assisting customers by promoting products/services, locating…
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(CAN) Associé, produits consommables
Walmart
Magog, QC
- Full-time
Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service champion that contributes…
Added 7 mins ago
SD
Pharmacy Assistant, Hourly Part Time Evening
Shoppers Drug Mart
Winnipeg, MB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
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SD
Beauty Specialist, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
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Beauty Specialist, Hourly Part Time Evening Greenlight Requisition
Shoppers Drug Mart
Sherwood Park, AB
- Part-time
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Pharmacy Student, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
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Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
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Sherbrooke, QC
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Cashier, Hourly Part Time Flexible Shifts
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Front Store Supervisor, Hourly Part Time Day
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Cashier, Hourly Part Time Flexible Shifts Greenlight Requisition
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Pharmacy Relief, Hourly Part Time Day
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Pharmacy Relief, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
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Marchandiseur(seuse), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
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Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
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Added 7 mins ago
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Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
St. John's, NL
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 7 mins ago
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Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
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Quebec, QC
- Part-time
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Added 7 mins ago
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Merchandiser, Hourly Part Time Flexible Shifts
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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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