Investment Operations Associate in Montréal (Ontario)

Investment Operations Associate in Montréal (Ontario)

25 Aug
|
CI Financial
|
Ontario

25 Aug

CI Financial

Ontario

Step into the vibrant world of finance as an Investment Operations Associate, bilingual in French and English, at Aligned Capital Partners Inc. This full-time role in Montréal fosters seamless collaboration with financial advisors.

Aligned Capital Partners Inc. is searching for a dedicated professional to join our Client Experience team. The role entails resolving operational challenges, offering tailored training, and supporting advisors with compliance and trading inquiries. Candidates must exhibit strong interpersonal skills and thrive in a dynamic environment.

Key Responsibilities:
• Support advisors with daily operational inquiries
• Deliver training sessions for advisors and branches
• Work collaboratively on complex issues with multiple departments




• Engage in projects that update internal procedures
• Provide responsive management support for priority tasks

Requirements:
• Full bilingualism in French and English, specialized in financial terminology
• 1-3 years of experience in client-facing roles
• Robust command of MS Office suite
• Excellent team player with communication skills
• Ability to handle high demand professionally

Leverage your client service experience to support the operational excellence at CI Financial.
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📌 Investment Operations Associate in Montréal (Ontario)
🏢 CI Financial
📍 Ontario

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