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 explicit communication to CIIS investment operations at CI Financial.