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Added 5 mins ago
M
Group Director, SEM
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- Full-time
…looking for someone passionate about search-driven performance marketing who has a strong background in leading multiple accounts across verticals. This individual should be a…
Added 27 mins ago
HP
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- $18.25 to $24 CAD / hour
- Full-time
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Employee Movement Associate
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Toronto, ON · Greater Toronto Area, Canada
- $25 to $29 CAD / hour
- Full-time
…solutions, document processing and administrative support, marketing and communications, billing and AP/AR services, records and information governance, workflow automation, consulting and…
Added 35 mins ago
KS
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Added 1 hour ago
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Associate, Commercial National Accounts
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- Full-time
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Associate Financial Advisor
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- Full-time
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Sales Associate-Print&Services
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Senior Customer Experience Associate - Bloor & Yonge Branch (30 hours/week)
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Senior Customer Experience Associate - Cochrane Branch, AB (30 hours/week)
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Bolton, ON
- £45,000 to £50,000 GBP / year
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Encourage and deliver a seamless omnichannel customer journey by recommending and using digital resources and marketing tools to help customers make informed purchase decisions.
Added 3 hours ago
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Associate Financial Advisor
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Timmins, ON
- 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 3 hours ago
C
Associate Financial Advisor
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Added 4 hours ago
TS
Territory Sales Manager
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Toronto, ON · Canada - Toronto
- Full-time
…regions. The successful candidate will be responsible for selling, marketing, training, merchandising and customer service of Tempur Sealy’s product lines for both national accounts and…
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Temporary Sales Associate - Part-Time
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Oakville, ON
- Part-time
…geographies, activities and occasions. Tommy Hilfiger’s global marketing approach and communications strategy taps into culture through the world of F.A.M.E.S.: the people, organizations…
Added 5 hours ago
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PIA Client Service Associate
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- Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 5 hours ago
B
Administration Associate
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- Full-time
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Territory Manager, On-Premise - Toronto Core (United Division)
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Toronto, ON · ON · Head Office Ontario CAN
- Full-time
Are you a current Associate? To be considered, you must submit your application through the internal Career Portal (Jobs Hub). Click here to access.

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.

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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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