Exciting opportunity at Aligned Capital Partners Inc. for a bilingual Investment Operations Associate in Montreal or Burlington/Toronto. Elevate client service through strong support and effective problem-solving. As a full-time member of the Client Experience team, you will tackle operational issues and engage with investment advisors to ensure exceptional service.
Your role demands a proactive approach to assist with inquiries and train teams, requiring both strong technical knowledge and bilingual fluency. Adaptability and collaboration are key traits for success in this fast-moving environment. Key Responsibilities:
- Address daily client inquiries and specific assistance requests
- Train advisors and their respective branches
- Work with other departments on complex topics
- Engage in projects for procedural enhancements
- Support management with priority tasks Requirements:
- Fluent in French and English
- 1-3 years of financial service experience
- Industry-related education preferred
- Proficient in MS Office suite
- Strong communication and flexible attitude Bring your bilingual skills and dedication to service excellence to Aligned Capital Partners Inc.'s agile team.
📌 Investment Operations Associate - Bilingual Needed (Toronto)
🏢 CI Investments
📍 Toronto
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