Be an integral part of CI Wealth as a Financial Services Associate, located in Dorval or Brassard. Focus on client account management and impactful administrative support.
With over 2 years in the financial services industry, your role as a Financial Services Associate will involve accurately processing trades and collaborating with teams to ensure seamless operations. Your robust communication and organizational skills will enhance client experiences and drive success.
Key Responsibilities:
• Process trades for securities with precision
• Assist with investment documentation and requests
• Manage filing and organizational systems effectively
• Coordinate with Assante for smooth administrative flow
• Participate in marketing initiatives and client onboarding
Requirements:
• Minimum 2 years’ experience in financial services
• Relevant post-secondary education
• Strong verbal and written communication skills
• Mastery of Microsoft Office Suite
• Familiarity with tools like DocuSign and Salesforce is advantageous
Utilize your financial expertise and drive operational excellence at CI Wealth.
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📌 Financial Services Associate at CI (Dorval)
🏢 CI Financial
📍 Dorval