CI Financial is seeking an associate to support our asset management and wealth advisory group in Dorval or Brossard. You will handle account management and administrative tasks to keep the team functioning efficiently. The role requires in office presence four days a week to foster collaboration.
Você will work with Assante support and CI resources, leveraging MS Office, DocuSign, and Salesforce. A postsecondary degree and strong client-service orientation are essential.
📌 Associé(e) Service Financier et Opérations (Dorval)
🏢 CI Financial
📍 Dorval
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.