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Added 6 mins ago
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Client Delivery Associate
BMO
Pickering, ON · Toronto, ON · FCP
- Full-time
2 – 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
Added 21 mins ago
Analyst or Associate, Investment Banking, Corporate Finance Advisory - Toronto, ON
Scotiabank
Toronto, ON
At the early stages of their career, the candidate will focus on financial modeling, research, credit ratings analysis, capital structure benchmarking and assisting in preparing client…
Added 21 mins ago
GT
Store Associate (Part-Time)
Giant Tiger
Neepawa, MB
- Part-time
Giant Tiger is proud to offer a Total Rewards package designed to support your financial security, health, and career growth. This includes competitive compensation for all employees, as…
Added 21 mins ago
GT
Store Associate (Part-Time)
Giant Tiger
Newmarket, ON
- Part-time
Giant Tiger is proud to offer a Total Rewards package designed to support your financial security, health, and career growth. This includes competitive compensation for all employees, as…
Added 21 mins ago
Superintendent Park Board
City of Vancouver
Vancouver, BC
The position reports to the City Arborist who reports to the Associate Director, Parks – Urban Forestry / Specialty Parks and managing a team of approximately 10-14 staff. The…
Added 21 mins ago
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Manager, Client Engagement - Wayfinding
BrandActive
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
BrandActive specializes in the financial analysis, strategy, and logistics of rebrand implementation. Since 1998, we’ve helped many of the world’s most valuable brands plan, budget, and…
Added 21 mins ago
T
Personal Banking Associate (Full time)- Cap- Rouge
TD
Quebec, QC · Cap-Rouge, QC
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate…
Added 37 mins ago
SD
Front Store Manager, Salaried Full Time Day Greenlight Requisition
Shoppers Drug Mart
Brampton, ON
- Full-time
…customer service, manages all process and procedures utilizing financial resources and ensures store objectives are…
Added 37 mins ago
SD
Pharmacist, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
NS
- Full-time
Involvement with financial reports as appropriate
Added 37 mins ago
SD
Store Administrator, Hourly Part Time Day
Shoppers Drug Mart
Hamilton, ON
- Part-time
…sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial objectives of the…
Added 37 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 37 mins ago
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(CAN) Associé, équipe des activités de protection des biens
Walmart
Saint-Constant, QC
- Full-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 51 mins ago
Financial Service Representative
Money Mart
Kawartha Lakes, ON
Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40…
Added 52 mins ago
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Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Added 52 mins ago
SC
Warehouse Supervisor, Replenishment, Sunday-Thursday, 11pm-7:30am
Staples Canada
Calgary, AB
- Full-time
Develop individual associate’s skills, standards and morale through training and coaching including giving consistent feedback, conducting Performance Appraisals and delivering disciplinary…
Added 1 hour ago
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TD Agriculture Networking Event - October 29 2026
TD
Barrie, ON · Brantford, ON · Guelph, ON · Ottawa, ON · Stratford, ON · Strathroy, ON
- Full-time
TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector,…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Georgetown, ON
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate…
Added 1 hour ago
T
Personal Banking Associate
TD
AB
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate…
Added 1 hour ago
T
Associate Vice President, Wealth Advice, Analytics, Insights & Artificial Intelligence
TD
Toronto, ON
- Full-time
Experience driving analytics or AI transformations in financial services, consulting, or complex industries
Added 1 hour ago
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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 1 hour ago
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Client Engagement Associate - Part-time (15 hours/week)
CIBC
St. Stephen, NB
- Part-time
…in a 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…
Added 1 hour ago
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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…
Added 1 hour ago
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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…
Added 1 hour ago
Store Associate
Sherwin-Williams
St. Thomas, ON
Added 1 hour ago
AE
Offline - Selling Team Leader (Assistant Manager)
American Eagle Outfitters
Edmonton, AB
- Full-time
…best-in-class guest experience. You contribute to the overall financial success of the store by analyzing reporting and daily trends to make strategic business decisions. You're the Store…

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

Apply About employer

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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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