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
- Robust 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.

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