Deliver investment operations service for CIIS clients using exceptional communication, organization, and relationship-building skills. Work onsite four days weekly at CI Financial’s Toronto head office.

This 12-month fixed-term Investment Operations Associate role focuses on service standards and client relationships. You will support Introducing/Carrying Brokers and Portfolio Managers, investigate requests, troubleshoot recurring issues, and provide resolutions. Financial industry experience and registered accounts understanding support the work.

Key Responsibilities:

- Deliver superior service for email and telephone inquiries
- Build rapport with client organization functions
- Troubleshoot documents, options, and recurring issues
- Advise clients on product and service solutions
- Participate actively in regular client meetings

Requirements:

- Minimum two to three years in service roles
- Previous financial industry experience
- Understanding of custodial and clearing businesses is an asset
- Excellent interpersonal and organizational skills
- French fluency is considered an asset

Bring client service, financial industry knowledge, and transparent communication to CIIS investment operations at CI Financial.

📌 Investment Operations Service Associate (Toronto)
🏢 CI Financial
📍 Toronto