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Added 10 mins ago
TC
Retail Store Associate Full Time HomeSense – Etobicoke
TJX Canada – Winners, Marshalls, HomeSense
Toronto, ON · Etobicoke, ON
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 24 mins ago
CS
Full-Time Travel Agent (Brandon, Manitoba)
CAA South Central Ontario
Brandon, MB
- Full-time
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Added 39 mins ago
TC
Assistant Store Manager Winners Homesense Summit Shopping Centre
TJX Canada – Winners, Marshalls, HomeSense
Kamloops, BC
- $48,592.5 to $68,029.5 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 55 mins ago
RC
Warehouse Associate
Rexel Canada
Delta, BC
- $50,000 to $65,000 CAD / year
- Full-time
As a Warehouse Associate based in Delta, BC, reporting to the Warehouse Supervisor you will receive and palletize goods, pick, pack and ship branch and customer orders. You will prepare and…
Added 1 hour ago
PC
External Audit, Senior Associate
Pwc Canada
Winnipeg, MB
- Full-time
…the most valuable areas of client service and on enhancing corporate governance and the reliability of our clients’…
Added 1 hour ago
TC
Retail Store Associate Part time Seasonal - Winners
TJX Canada – Winners, Marshalls, HomeSense
Carleton Place, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
TC
Retail Store Associate Part Time Seasonal HomeSense Colossus Centre
TJX Canada – Winners, Marshalls, HomeSense
Vaughan, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
TC
Retail Store Associate Part Time Seasonal Winners - Centre on Barton
TJX Canada – Winners, Marshalls, HomeSense
Hamilton, ON
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
TC
RETAIL STORE COORDINATOR FULL TIME HOMESENSE RICHMOND
TJX Canada – Winners, Marshalls, HomeSense
Richmond, BC
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
RH
Corporate Lawyer
Robert Half
Vancouver, BC
- $140,000 to $190,000 CAD / year
- Full-time
We are currently working with a highly reputable national law firm with offices across Canada that is looking to add a Corporate Securities Associate to its growing team.
Added 1 hour ago
TC
Assistant Store Manager in Training Winners - Ancaster Power Centre
TJX Canada – Winners, Marshalls, HomeSense
Ancaster, ON
- $48,592.5 to $68,029.5 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 1 hour ago
TC
Assistant Store Manager Marshalls Oshawa Centre
TJX Canada – Winners, Marshalls, HomeSense
Oshawa, ON
- $48,592.5 to $68,029.5 CAD / year
- Full-time
Immediate access to our Group Benefits package, including a Health Care Spending Account, Associate & Family Assistance Program, and various well-being resources
Added 1 hour ago
TC
Retain Store Coordinator Full Time HomeSense - Heritage Hills
TJX Canada – Winners, Marshalls, HomeSense
Calgary, AB
- Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
WC
(CAN) Pharmacy Manager
Walmart Canada
North Battleford, SK
- Full-time
…Associates' scheduling according to business needs, ongoing associate assessment and periodic performance reviews. Responsible for developing and executing business action plans to meet the…
Added 1 hour ago
WC
(CAN) Staff Pharmacist (Full-Time)
Walmart Canada
Brampton, ON
- Full-time
…must assist in executing the business action plan to achieve corporate business…
Added 1 hour ago
HR
Associate, Stock Movement
Holt Renfrew
Mississauga, ON
- Full-time
…partnerships with iconic luxury brands, to our commitments to corporate social responsibility, you will be inspired every…
Added 1 hour ago
HR
Associate, Order Fulfillment
Holt Renfrew
Mississauga, ON
- Full-time
…partnerships with iconic luxury brands, to our commitments to corporate social responsibility, you will be inspired every…
Added 1 hour ago
Associate or Associate Director, Technical Investment Banking - Energy - Calgary, AB
Scotiabank
AB · Calgary, AB
Associate or Associate Director, Technical Investment Banking – Energy – Calgary, AB
Added 2 hours ago
Retail Sales Associate, Sandro, Richmond, McArthurGlen Designer Outlet
SMCP NORTH AMERICA (US, CANADA)
Richmond, BC
…leadership team. Our culture thrives on engagement, inclusivity, and corporate social responsibility, ensuring that our success is built on both innovation and care for our planet. By 2030,…
Added 2 hours ago
HC
Remarketing Analytics Associate
Hyundai Capital Canada
Toronto, ON
- Full-time
Position Details: The Associate will support Remarketing analytics by maintaining dashboards and reports, improving data processes, and contributing to reporting, forecasting, and modelling…
Added 2 hours ago
C
Temporary Sales Associate
Coach
Richmond, BC
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 2 hours ago
HC
Treasury Funding Associate
Hyundai Capital Canada
Toronto, ON
- $52,000 to $78,000 CAD / year
- Full-time
…integral part of the HCCA Treasury team, the Treasury Funding Associate is charged with maintaining medium and long-term liquidity forecasts, supporting new funding facility execution and…
Added 2 hours ago
PC
External Audit, Senior Associate
PwC Canada
Winnipeg, MB
- Full-time
…the most valuable areas of client service and on enhancing corporate governance and the reliability of our clients’…
Added 2 hours ago
MH
Guest Services Associate
MasterBUILT Hotels Ltd.
ON · Kanata, Ontario
- Full-time
The Guest Services Associate will work diligently to ensure the quality, cleanliness and service of the property are consistently maintained. They must be committed to the achievement of…
Added 2 hours ago
MH
Housekeeping Associate
MasterBUILT Hotels Ltd.
Weyburn No. 67, SK · Weyburn, Saskatchewan
- Full-time
Reporting to the Housekeeping Supervisor or their designate, the Housekeeping Associate will be responsible for the professional cleaning of all assigned guest rooms to achieve the standard…

CI Financial

Service Associate

Vancouver, BC, Canada

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

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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.

Apply About employer

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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