At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an prospect to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are currently seeking an Investment Operations Associate for our CIIS Client Experience team. You will manage relationships with our Introducing/Carrying Broker & Portfolio Managers (ICPM) to ensure the highest level of focus is placed on the client’s experience.

You will also liaise with other business units to ensure exceptional service is delivered in an efficient and effective manner. Assume primary responsibility for managing and strengthening client relationships for high value clients by building rapport with multiple functions at the client’s organization. Responsible for the delivery of superior customer service with respect to all email/telephone inquiries.

Work with other business units to deal with escalations or reoccurring issues to troubleshoot document, analyze options and provide a resolution. Identify gaps in the products and services that the client uses and advise them on solutions that would help enhance their business. Assume a proactive role to ensure customers/users receive superior service by investigating requests/discrepancies and taking corrective action.

Work effectively as part of a team to deliver optimal customer service. Proactively seek feedback from clients to determine their needs to help them grow their business. Assist with special projects/tasks as assigned by management.

Previous experience in the financial industry,



with understanding of the financial industry and registered accounts Successful completion of the Canadian Securities Course is an asset Understanding of the custodial and clearing businesses is an asset Excellent relationship building skills Fluency in French is considered an asset This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs. In addition to base salary, this position is eligible for participation in a bonus program. Health insurance coverage Life and disability insurance Retirement savings plans Paid holidays and vacation time CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.

We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Training Reimbursement Corporate Discount Program Parental Leave We are focused on building a diverse and inclusive workforce. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.

If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.CI Financial is an independent company offering global wealth management and asset management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. #

📌 Investment Associate, Asset Management (Ontario)
🏢 CI Investments
📍 Ontario