Support client experience at CI Financial’s Toronto head office through relationship management, service delivery, and analytical problem-solving. This fixed-term role follows an in-office model four days weekly.
As an Investment Operations Associate, you will serve CIIS clients, Introducing/Carrying Brokers, and Portfolio Managers. The 12-month contract requires financial industry knowledge, registered accounts understanding, and strong communication. You will coordinate with business units to resolve issues, improve services, and support organizational goals.
Key Responsibilities: Manage and strengthen relationships with high-value clients
Respond to email and telephone service inquiries
Investigate discrepancies and take corrective action
Coordinate escalations with other business units
Evaluate processes and communicate improvement recommendations
Requirements: Two to three years of service experience
Financial industry and registered accounts understanding
Post-secondary education
Exceptional verbal and written communication skills
Robust analytical, organizational, and relationship-building abilities
Apply investment operations, client service, and problem-solving expertise while supporting CIIS relationships from CI Financial’s Toronto office.