Become a pivotal Service Associate at CI Financial in Ottawa. This full-time role supports the National Accounts Financial Advisor team through account management and administrative tasks.CI Financial is seeking a dedicated Service Associate to enhance our operations in Ottawa. With over two years in financial services, you will process trades, prepare investment paperwork, and manage filing systems. Your attention to detail and efficient time management will be essential in liaising with clients and back office teams.Key Responsibilities:Process daily mutual fund, stock, and bond trades accuratelyPrepare paperwork for investment transactions and transfersMaintain organized filing systems for productive operationsLiaise with the back office on administration and transfer issuesAssist with coordinating digital marketing effortsRequirements:Minimum of 2 years' experience in financial services operationsStrong proficiency in MS Office Suite and familiarity with SalesforceExcellent verbal and written communication skillsStrong analytical and problem-solving capabilitiesPositive attitude with self-motivation for team collaborationElevate your career in financial services as you support CI Financial's National Accounts team in Ottawa.

📌 Full-Time Service Associate In Ottawa (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 CI Financial
📍 Riviere-des-Prairies—Pointe-aux-Trembles