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Added 7 mins ago
WM
Operations Specialist (Part-time, Second Shift)
Waste Management, Inc.
Forest, ON
- Part-time
From drivers and technicians to analysts, managers and corporate professionals, every employee plays a role in delivering essential services that support communities across Canada.
Added 7 mins ago
FR
Condominium Manager
FirstService Residential Canada
Toronto, ON
- Full-time
FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United…
Added 7 mins ago
CM
Assistant(e) du responsable de l'entretien- / Executive Housekeeper Assistant- Club Med
Club Med
QC · Charlevoix Regional County Municipality, QC
- Full-time
- Connaître parfaitement le village et travailler en collaboration avec les services concernés (service des chambres, blanchisserie, restauration)
Added 7 mins ago
D
Lead, Forward Deployed Engineering
Deliverect
Toronto, ON
- Full-time
…landscape, streamlining digital ordering for delivery and on-premise services. We are committed to creating user-friendly, dependable, and scalable technology that simplifies operations and…
Added 7 mins ago
B
Manager, Management Operating System (MOS) Design
Brunel
Vancouver, BC
- $150,000 to $190,000 CAD / year
- Full-time
Previous experience in customer service, order management, sales Bachelor’s degree in Engineering, Business or another relevant discipline.
Added 7 mins ago
L
NPD Quoting Associate
LGC
Vaughan, ON
- $50,000 to $55,000 CAD / month
- Full-time
…customers’ analytical needs. We innovate and apply science in order to ensure the safety and integrity of products and services, in line with our vision of science for a safer…
Added 22 mins ago
SD
Post Office Clerk, Hourly Part Time Day
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.
Added 22 mins ago
SD
Cashier, Hourly Part Time Day
Shoppers Drug Mart
Steinbach, 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.
Added 22 mins ago
SD
Cashier, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Kenora, 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.
Added 22 mins ago
V
Warehouse Associate - Sudbury, ON
Victaulic
Sudbury, ON · Ontario - Sudbury
- Full-time
…solutions, delivering advanced technologies and engineering services to address complex piping challenges faced by engineers, site owners and contractors. Since 1919, our innovative…
Added 22 mins ago
BT
Livreur
Bumper To Bumper Auto Parts
St. Felix, PE
- Full-time
…the same commitment to providing quality parts, tools, and…
Added 22 mins ago
BT
Représentant des ventes au comptoir
Bumper To Bumper Auto Parts
Rivière-du-Loup, QC
- Full-time
…the same commitment to providing quality parts, tools, and…
Added 38 mins ago
T
Personal Banker Trainee - Cantonese and/or Mandarin
TD
Markham, 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…
Added 38 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Winnipeg, MB · Wolseley Thrift Store
- Part-time
Possess knowledge of stock in order to respond to customer enquiries by phone/in person.
Added 38 mins ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
St. Albert, AB
- Full-time
Possess knowledge of stock in order to respond to customer enquiries by phone/in person.
Added 38 mins ago
C
Director, Business Effectiveness - Capital Markets
CIBC
Toronto, ON
- Full-time
…investment banking, merchant banking and research products and services to government, institutional, corporate and retail clients in Canada and in key markets around the world. Within the…
Added 38 mins ago
JE
Technology Manager
Just Eat Takeaway.com
ON
- Full-time
Just Eat Takeaway is seeking a Technology Manager to lead and grow the Delivery as a Service team (DaaS) within our Logistics Pillar (Logistics Services).
Added 38 mins ago
Route Service Sales Representative (4-Day Workweek)
Cintas
Hamilton, ON
Cintas is seeking a Route Service Sales Representative (4-Day Workweek) to manage and grow customer accounts in the Rental Division. RSSRs drive a truck along an established route and…
Added 38 mins ago
Route Service Sales Representative (4-Day Workweek)
Cintas
Hamilton, ON
Cintas is seeking a Route Service Sales Representative (4-Day Workweek) to manage and grow customer accounts in the Rental Division. RSSRs drive a truck along an established route and…
Added 38 mins ago
KS
Order Administrator
Kelly Services (Canada), Ltd.
Markham, ON
- Temporary
Kelly Services is currently seeking an experienced and detail-oriented Customer Service/Order Management Representative to join our client’s team in Markham.
Added 38 mins ago
CC
Assistant Route Service Sales Representative - Temporary
Cintas Canada
Toronto, ON
- Full-time
…Representative. Responsibilities include providing route service to a set customer base, through the pick-up and delivery of uniforms and facility services products such as floor mats, dust…
Added 1 hour ago
QM
Représentant des ventes internes / Inside Sales Representative
Quantum Management Services Ltd.
Montreal, QC
- $60,000 to $65,000 CAD / year
- Full-time
- Be part of a growing company that values initiative, customer focus, and professional growth
Added 1 hour ago
S
Pricing Analyst
Sandvik
Surrey, BC · Sudbury, ON · Val-d'Or, QC · Lively
- Full-time
…pricing administration and master data support for Parts & Services Canada through Aurora and related systems. You will be responsible for local item creation, price setup, discount…
Added 1 hour ago
Pharmacy Assistant (Kroll Data Entry)
CareRx
Oakville, ON
At CareRx, we are shaping the future of senior care through pharmacy services that make a real difference. As Canada’s trusted leader in specialty pharmacy services for long-term care,…
Added 1 hour ago
Production Planner
Westerkirk
Victoria, BC
Coordinating with Procurement and Supply Chain to ensure proper management of sub-contracted services as required.

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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