CI Financial is seeking an Associate, Client Service to support the wealth management and asset management advisory services. You will manage account transactions, execute administrative tasks, and collaborate with the Assante support team to ensure smooth operations.
The role requires a postsecondary degree and at least two years in financial services, with strong communication and organizational skills. In office four days a week at our Dorval/Brossard location, you will help maintain high
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📌 Associé Service Client & Opérations Financières (Dorval)
🏢 CI Investments
📍 Dorval
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