Step into the role of Financial Operations Associate at CI Financial, where you'll thrive in a supportive, in-office setting focused on financial services excellence.

You will be integral to managing critical functions such as fee processing, operational controls, and reporting within a wealth management landscape. This position offers you the chance to enhance processes and bolster compliance while working collaboratively. Ideal for individuals seeking to expand their financial operations proficiency and growth.

Key Responsibilities:
• Facilitate fee-related account processes including billing
• Administer and reconcile client fees efficiently
• Execute compliance audits and manage operational controls
• Handle client inquiries on the Wealth Platform
• Prepare and analyze reports with Power BI

Requirements:
• Bachelor’s degree in Finance, Economics, or similar
• 1-3 years in financial operations or related areas
• Solid attention to detail with analytical acumen
• Proficiency or interest in Power BI reporting
• Excellent verbal and written communication

Drive your career forward in financial operations with Aligned Capital Partners at CI Financial.
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📌 Financial Operations Associate Role at Aligned Capital Partners (Ontario)
🏢 Aligned Capital Partners
📍 Ontario