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.

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