Aligned Capital Partners Inc. (ACPI) is a rapid-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 afull–time Bilingual Investment Operations Associateto become part of our Client Experience team inBurlington/Toronto, Ontario, or Montréal, Quebec.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 moreProvide training to advisors and their branches/teamsCollaborate with other departments as required for multi-faceted issuesWork on project-specific tasks relating to procedural updatesAssist and support management on ad-hoc and priority itemsYou Will Bring:Bilingual (French and English), fluent, both written and spoken with investment-industry specific terminology1-3 years of experience providing client service in the investment,



banking or related industries – Focus on very strong client service skillsIndustry-related academic experience (ex. CSC, CPH, registration with CIRO/AMF) or an evidenced commitment towards further educationStrong MS Office skills (Outlook, Word and Excel)Team Player with friendly personality and strong communication skillsProven ability to manage high volumes with a positive and professional attitudeAbility/Flexibility to work independently in hybrid home/office environmentStrong problem-solving aptitude – Ability to execute both first and second level thinking when assessing an issueWhat We Bring:We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:Competitive compensationRecognition of your accomplishmentsCommunication and feedbackInvestment in your training and developmentCommitment to your health and well-being.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.Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call (905) 639#J-18808-Ljbffr

📌 Associate / Sr. Associate, Investment Operations (Winnipeg)
🏢 Aligned Capital Partners
📍 Winnipeg