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 strong 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 onboardingRequirements:- Minimum 2 years’ experience in financial services- Relevant post-secondary education- Robust verbal and written communication skills- Mastery of Microsoft Office Suite- Familiarity with tools like DocuSign and Salesforce is advantageousUtilize your financial expertise and drive operational excellence at CI Wealth.#J-18808-Ljbffr

📌 Cibc Financial Services Associate - C$52,000 - C$78,000 A Year (Winnipeg)
🏢 BDO
📍 Winnipeg