Investment Operations Associate### Investment Operations AssociateApply: CDA-Aligned-Head Office: Full time: Posted Today: JR6554At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. ACPI) is a fast-growing investment dealer with a dynamic team committed to expanding our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full-time Investment Operations Associate to become part of our Client Experience team in Burlington, Ontario. In this role, the successful candidate will work to investigate issues, gather information, and create solutions in their mission to provide excellent support to our Investment Advisor clients. This is a client-facing role that requires a heightened level of experience working within the financial services industry.What You Will Do:* Taking a team approach, support our Advisor clients with day-to-day inquiries and any specific requests for assistance
- relating to Systems, Compliance, Trading, Estates, and more
* Provide training to advisors and their branches/teams
* Collaborate with other departments as required for multi-faceted issues
* Work on project-specific tasks relating to procedural updates
* Assist and support management on ad-hoc and priority items You Will Bring:* 1-3 years of experience providing client service in the investment, banking or related industries
- Focus on very strong client service skills
* Industry-related academic experience (ex. CSC, CPH) or an evidenced commitment towards further education
* Strong MS Office skills (Outlook, Word and Excel)
* Team Player with friendly personality and strong communication skills




* Proven ability to manage high volumes with a positive and professional attitude
* Ability/Flexibility to work independently in hybrid home/office environment
* Strong problem-solving aptitude
- Ability to execute both first and second level thinking when assessing an issueThis opportunity is for an existing vacancy with the company. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. A Supportive Environment for Success

We offer
an in-office environment, competitive advantages, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER
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* Modern HQ location within walking distance from Union Station
* Training Reimbursement
* Paid Professional Designations
* Employee Savings Plan (ESP)
* Corporate Discount Program
* Enhanced group benefits
* Parental Leave Top-up program
* Paid time off for VolunteeringWe are focused on building a diverse and inclusive workforce. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.

📌 Investment Associate, Asset Management (Canada)
🏢 CI Financial
📍 Canada