Join Aligned Capital Partners Inc. as a Bilingual Investment Operations Associate in Montreal or Burlington/Toronto. Support advisors with a focus on excellent client service and problem-solving skills.

This full time role is key in the Client Experience team, essential for addressing operational issues and providing quality customer service. You will utilize your bilingual skills to effectively support investment advisors in daily inquiries and collaborate on complex challenges. The ideal candidate will thrive in a dynamic environment and handle tasks with precision and professionalism.

Key Responsibilities:
• Support advisors with daily inquiries and specific requests
• Provide training to advisors and their teams




• Collaborate with departments on complex issues
• Participate in procedural update projects
• Assist management on ad-hoc tasks

Requirements:
• Bilingual in French and English
• 1-3 years in client service in finance industry
• Relevant academic background
• Strong MS Office skills
• Excellent communication and problem-solving abilities

Utilize your bilingual capabilities and client service expertise as part of a dynamic team at Aligned Capital Partners Inc.
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📌 Bilingual Investment Operations Associate Role (Ontario)
🏢 CI Investments
📍 Ontario