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Added 47 mins ago
MH
Housekeeping Associate
MasterBUILT Hotels Ltd.
Bonnyville, AB
- Part-time
This is a part-time position which requires the ability to be flexible with hours of work, as shifts will include early mornings and late evenings. The successful candidate must be…
Added 47 mins ago
MH
Housekeeping Associate
MasterBUILT Hotels Ltd.
Ladysmith, BC
- Full-time
…limited-service hotel brand targeting the midscale segment of the market. Part of the Wyndham Hotel Group family of brands, Microtel has won the JD Power & Associates award for top guest…
Added 47 mins ago
GO
Service Desk Analyst
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
Reporting to the Service Desk Supervisor, the Service Desk Analyst (Analyst) is a member of the Government of Nunavut’s (GN) Help Desk team that provides first-line technical support to GN…
Added 47 mins ago
UO
Academic and Career Advisor
University of British Columbia
Kelowna, BC · UBCO | University Centre (UNC)
- $7,158.42 to $10,292.25 CAD / month
- Part-time
…employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired, transferred or promoted between the minimum and…
Added 1 hour ago
C
Associate Financial Advisor - Labrador City, NL
CIBC
Labrador City, NL
- 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 1 hour ago
TG
Senior Network Engineer
TMX Group
Toronto, ON
- Full-time
We are seeking a highly skilled and motivated Senior Network Engineer with 7+ years of experience to join our dynamic infrastructure team. In this full-time role, you will be an integral…
Added 1 hour ago
Retail Sales Associate
Fire & Flower Inc.
North Battleford, SK
The Retail Sales Associate, under the direction of the Retail Experience Lead, is primarily responsible for greeting customers and providing guidance on where they may find items within the…
Added 2 hours ago
GO
Service Desk Analyst
Government of Nunavut Recruitment
Iqaluit, NU
- Full-time
Reporting to the Service Desk Supervisor, the Service Desk Analyst (Analyst) is a member of the Government of Nunavut’s (GN) Help Desk team that provides first-line technical support to GN…
Added 2 hours ago
PF
Front Desk Associate
Planet Fitness
Edmonton, AB
- Part-time
Job Details: Job Location: Edmonton Currents - Edmonton, AB, Position Type: Part Time, Education Level: High School or Equivalent, Salary Range: Undisclosed, Travel Percentage: Negligible,…
Added 3 hours ago
W
(CAN) Pharmacy Assistant- Part Time
Walmart
Toronto, ON
- Part-time
…Pharmacy Operations required of a team player. They are a key member in the delivery of superior customer…
Added 3 hours ago
HR Associate - Shared services
The St. Lawrence Seaway Management Corporation
St. Catharines, ON
With your attention to detail and commitment to excellent service, you will be at the heart of the employee experience at the Seaway. As an HR Associate on our Shared Services team, you…
Added 3 hours ago
Intermediate Data Analyst - Value Partners Investments- 12 Month Term
The Canada Life Assurance Company
Winnipeg, MB
As part of your onboarding and ongoing development, you will gain an understanding of Value Partners' organizational structure, advisor and client relationships, products and services, and…
Added 3 hours ago
Sales Associate
Rogers Communications
Edmonton, AB
…can enhance and simplify their lives. We deliver a seamless experience, value expertise, dedication, and commitment to doing what’s right for our customers needs, every…
Added 4 hours ago
M
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 4 hours ago
E
Warehouse Associate
EECOL
Lloydminster, AB
- Full-time
When you join EECOL, you become part of a global leader in business-to-business distribution, logistics services and supply chain management solutions. We take pride in having an inclusive…
Added 4 hours ago
SD
Supervisor, Production
Shoppers Drug Mart
Mississauga, ON
- Full-time
…service, specific expertise, and actionable advice to support Associate-Owners and their staff in delivering the best health, beauty, and convenience services to…
Added 4 hours ago
NR
Lawyer - Business Law (3-6 years)
Norton Rose Fulbright
Montreal, QC
- Full-time
Norton Rose Fulbright is seeking an associate for the Corporate, M&A and Securities team of the Montréal office.
Added 4 hours 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 5 hours ago
B
Client Delivery Associate
BMO
Pickering, ON · Toronto, ON · FCP
- Full-time
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles…
Added 5 hours ago
B
Manager, Client Engagement - Wayfinding
BrandActive
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
…of our growing wayfinding practice. We bring together user experience, design thinking and strategic problem solving to help people navigate complex environments more…
Added 6 hours ago
TS
Sales Associate
The Salvation Army Canada and Bermuda Territory
Bridgetown, NS
- Part-time
Alternative combination of education and Experience may be considered.
Added 6 hours 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 6 hours 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 6 hours 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 6 hours ago
Store Associate
Sherwin-Williams
St. Thomas, ON
Have at least one (1) year of experience working in a delivery, retail, or customer service position

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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