Join Aligned Capital Partners Inc. as a motivated Financial Operations Associate and enhance your skills in a dynamic wealth management setting with an in-office model.

This role is pivotal in supporting various operational functions including fee management, reporting, and compliance audits. As a Financial Operations Associate, you will utilize your analytical skills to contribute to process improvements while executing daily operations effectively. Exposure to a wide range of activities within financial services will help you develop your expertise and advance your career.

Key Responsibilities:
• Administer fee-based account processes and reconciliations
• Support Unified Managed Account fee operations
• Execute operational controls to ensure compliance




• Manage advisor inquiries through the Wealth Platform
• Prepare and distribute operational reports using Power BI

Requirements:
• Bachelor's degree in Finance, Accounting, or related field
• 1-3 years in financial services or operations
• Strong detail orientation and analytical abilities
• Experience with Power BI or data analytics interest
• Excellent communication and organizational skills

Elevate your career in financial operations with CI Financial and be part of a supportive team.
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📌 Financial Operations Associate at CI Financial (Ontario)
🏢 Aligned Capital Partners
📍 Ontario