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Added 31 mins ago
DR
Client Account Specialist
Dawn Recruiting Agency
Toronto, ON
- $50,000 to $60,000 CAD / year
- Full-time
This role is ideal for candidates with experience in positions such as: Customer Service Representative, Retail Sales Associate, Bank Teller, Financial Services Representative, Personal…
Added 31 mins ago
D|
Tax Associate
Distinct | North America
Concord, ON
- $75,000 to $90,000 CAD / year
- Full-time
Tax Associate | $75,000–$90,000 | Concord (Hybrid)
Added 32 mins ago
Customer Experience Associate - Rideau & William, Ottawa, ON (15 hours/week)
Scotiabank
Ottawa, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 32 mins ago
Customer Experience Associate - Rideau & William, Ottawa, ON (15 hours/week)
Scotiabank
Ottawa, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 48 mins ago
IM
Associate, Performance and Analytics, Reporting
Investment Management Corporation of Ontario (IMCO)
Toronto, ON
- Full-time
…requests, client requests, and investigating discrepancies. The Associate ensures the availability and accuracy of performance data provided to various…
Added 1 hour ago
RH
Business System Manager
Robert Half
Toronto, ON · Greater Toronto Area, Canada
- $120,000 to $135,000 CAD / year
- Full-time
Provide leadership and direction to an Associate System Manager.
Added 1 hour ago
B
Dynamics 365 Business Central Operations Manager
BDO
Hamilton, ON · Toronto, ON · Ottawa, ON · Vancouver, BC
- Full-time
Provide financial and accounting recommendations to clients operating on Business Central
Added 1 hour ago
Associate Corporate Financial Results and Reports, Bell Canada
Bell
Montreal, QC · Verdun, QC
As part of Bell Controllers organization, the Bank Reconciliation team is in the Accounting Services department and is responsible for the daily reconciliation of bank transactions as…
Added 1 hour ago
Associét(e), Solutions de placement
Connor, Clark & Lunn Financial Group Ltd.
Montreal, QC
Interested in joining one of Canada’s top performing asset managers? We are looking for an Associate, Investment Solutions to join our CC&L One team.
Added 2 hours ago
Strategic Sourcing - Strategic Sourcing Associate
Mohawk Medbuy Corporation (MMC)
ON · Thunder Bay, ON · Kingston, ON · London, ON · Toronto, ON · Oakville, ON · Burlington, ON · Chatham-Kent, ON
We are currently recruiting for a full-time Strategic Sourcing Associate to support our Furniture, Fixtures and Equipment (FF&E) team within our Strategic Sourcing team.
Added 2 hours ago
T
Personal Banking Associate
TD
Belleville, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 2 hours ago
T
Personal Banking Associate
TD
Toronto, ON
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 2 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
Added 3 hours ago
S-
Operation and Finance Associate
SMC - Service Mecanicien Caulfield Inc.
Montreal, QC
- Full-time
Bilingual Operations & Finance Associate / Associé(e) aux opérations et finances
Added 4 hours ago
NB
Analyst or Associate XVA
National Bank of Canada
Montreal, QC
- Full-time
A career as an Analyst or Associate in the XVA team at National Bank offers an opportunity to sit in the middle of the risk management activity of our corporate clients, by offering a wide…
Added 6 hours ago
C&
Client Coordinator and Quality Control Associate
C & V Income Tax Services
London, ON
- Internship
…attitude are essential. Additionally, as the Quality Control Associate, you will be the final checkpoint for identifying and correcting any errors before documents are delivered to clients.…
Added 6 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
…our leading wealth management firm as an Client Experience…
Added 8 hours ago
MW
Backend Engineer (Golang)
Mai Wealth
Engineer, BC
- Full-time
As a Financial Operations Associate, you will work on day-to-day financial operations, transaction processing, data reconciliation and cross-functional issue resolution in a fintech…
Added 8 hours ago
JH
Client Service Associate
Jackson Hewitt Tax Service Inc.
Williamsburg, ON
- Full-time
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this…
Added 8 hours ago
A
Senior Associate - Investment Consulting
Aon
Toronto, ON
- Full-time
As a senior associate, you will help empower results for our clients by delivering innovative and effective solutions within Aon, in our Calgary, Alberta office.
Added 8 hours ago
C&
Finance Associate
C & V Income Tax Services
London, ON
- Internship
Your role will be working beside the Finance Associate, you will assist in invoicing our clients electronically through Quickbooks online. You will assist in printing out payments received…
Added 8 hours ago
S
ASSISTANT PROFESSOR OF MARKETING-CHAPMAN UNIVERSITY
Scales4research.com
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
…Entrepreneurship and Analytics (EMEA)Working TitleAssistant/Associate Professor in Marketing - 3386Vacancy TypeTenure Track FacultyMin T/E RequirementsThe successful candidate will have a…
Added 8 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, ON
- Full-time
…our leading wealth management firm as an Client Experience…
Added 9 hours ago
WC
(CAN) Bureau de la comptabilité
Walmart Canada
Rouyn-Noranda, QC
- Full-time
Confirms appropriate amount of currency in Accounting Office upon opening, after final deposit and prior to closing the office daily and calibrates the teller mate machine weekly or as…
Added 9 hours ago
WC
(CAN) Préposé de soutien des bureaux
Walmart Canada
Rouyn-Noranda, QC
- Full-time
Position Summary...Working as an Office Support Associate at Walmart Canada is a great opportunity to build valuable skills in retail operations and customer service. In this role, you…

CI Financial

Service Associate

Vancouver, BC, Canada

The anticipated base salary range for this position is $42,500 to $71,000. · Full-time

Apply About employer

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Job details

Pay: The anticipated base salary range for this position is $42,500 to $71,000.
Job type: Full-time
Apply by: Nov 4, 2026
Experience: A minimum of 2 years’ experience in financial services industry with a focus on operations and client’s services.
Posting language: English
Posted: Oct 5, 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.

We are currently seeking a Service Associate to join our team in Vancouver to support our Investment and Wealth Advisory Group. The Service Associate will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team.

What You Will Do

Accurately process daily mutual fund, stock, and bond trades.
Prepare paperwork for investment purchases, redemptions, switches, and in-kind transfers.
Manage and maintain filing systems.
Update and maintain non financial requests.
Liaise with Assante back office on transfers, administration issues, and maintenance tasks.
Assist with coordinating digital marketing.
Be the first point of contact for new National Account clients and triage with the appropriate CI Assante resources.

What You Bring

A minimum of 2 years’ experience in financial services industry with a focus on operations and client’s services.
Post-secondary education.
Ability to meet deadlines and work efficiently under pressure, with a keen attention to detail.
Excellent verbal and written communication skills.
Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).
Familiarity with DocuSign, and Salesforce is a plus.
Strong analytical, administrative, problem-solving, and organizational skills.
Self-motivated with a positive attitude.
Proven ability to collaborate well in a team environment and maintain professionalism in a fast-paced setting with tight deadlines.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. 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

Process mutual fund, stock, and bond trades; prepare investment transaction and transfer paperwork; and maintain filing systems and non-financial account requests. Coordinate with the Assante back office, support digital marketing, and serve as the first contact for new National Account clients, directing inquiries to appropriate resources.

Requirements

Applicants need at least two years of financial services experience focused on operations and client services, along with post-secondary education. They should have strong communication, analytical, administrative, organizational, and problem-solving skills; attention to detail; proficiency with Microsoft Office; and the ability to work efficiently and professionally under pressure.

Skills

Trade Processing
Account Management
Investment Administration
Client Service
Attention To Detail
Deadline Management
Verbal Communication
Written Communication
Microsoft Office
DocuSign
Salesforce
Analytical Skills
Problem-Solving
Organization
Team Collaboration
Digital Marketing Coordination

Benefits

Health Insurance
Wellness Programs
Life Insurance
Disability Insurance
Retirement Savings Plans
Paid Leave
Education-Related Programs
Paid Holidays
Vacation Time
Training Reimbursement
Employee Savings Plan
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top-Up
Paid Volunteer Time
Bonus Program

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investment And Wealth Advisory
Mutual Funds
Stocks
Bonds
Trade Processing
Investment Purchases
Redemptions
Switches
In-Kind Transfers
Account Management
Non-Financial Requests
Assante Back Office
Digital Marketing
National Accounts
Client Services
Operations
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
DocuSign
Salesforce
Administrative Support

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