Become a Financial Operations Associate with Aligned Capital Partners Inc. and support optimal operational efficiency in an engaging in-office work workplace.
In this crucial role, you will handle fee-based account administration, client inquiries, and compliance controls. Your expertise will drive process improvements, enhance reporting, and enable the execution of strategic business initiatives while enjoying exposure to various financial operations. This role is ideal for career-minded individuals seeking to deepen their understanding of wealth management.
Key Responsibilities:
• Support fee-based account fee administration and reporting
• Reconcile UMA fees and associated activities
• Monitor operational and audit controls for compliance
Requirements:
• Bachelor’s degree in Finance or a relevant discipline
• 1-3 years experience in financial operations
• Strong problem-solving and analytical skills
• Interest in reporting tools like Power BI
• Effective time management and communication skills
Contribute to operational excellence and advance your expertise in financial operations at CI Financial.
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📌 Join CI Financial as a Financial Operations Associate (Ontario)
🏢 Aligned Capital Partners
📍 Ontario
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