Help CIIS clients identify service solutions through financial industry knowledge, investigation, and communication. This Toronto-based role requires onsite work four days each week.
As a fixed-term Investment Operations Associate, you will support high-value client relationships and collaborate across CI Financial business units. The 12-month assignment emphasizes proactive issue resolution, process improvement, and client feedback. Post-secondary education, service experience, and analytical abilities are required.
Key Responsibilities: Identify gaps in client products and services
Investigate requests and discrepancies proactively
Work with business units on escalations
Seek feedback about client business needs
Assist with management-assigned projects and tasks
Requirements: Post-secondary education
Two to three years of service experience
Knowledge of financial industry and registered accounts
Solid analytical and problem-solving abilities
Canadian Securities Course completion is an asset
Use relationship management, analysis, and financial services knowledge to strengthen CIIS client solutions through investment operations.

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📌 Investment Operations Client Solutions Associate (Ontario)
🏢 CI Financial
📍 Ontario