CI Financial is seeking a Service Associate in Vancouver to support the Investment and Wealth Advisory Group. You will handle daily trade processing, paperwork for investments, and back-office liaison to ensure smooth team operations.
Candidates should have 2+ years in financial services operations, solid communication, and proficiency in MS Office. A collaborative, detail-oriented mindset is essential for success in a rapid-paced setting.
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📌 Wealth Operations Associate – Vancouver British Columbia
🏢 CI Financial
📍 British Columbia
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