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Investment Operations Associate in Burlington

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CI Financial Corp.
πŸ“ burlington, Canada
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Location burlington
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Posted May 27, 2026
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Commute Local Area
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Job Description

Become an Investment Operations Associate with Aligned Capital Partners Inc. in Burlington, Ontario. This full-time role focuses on providing exemplary support to our Investment Advisors' needs daily.

Joining the Client Experience team, you will engage with Advisors using your 1-3 years of relevant experience in financial services. Your expertise will be invaluable as you assist with inquiries related to Systems, Compliance, and Trading. Building trusting relationships within a supportive atmosphere is critical.

Key Responsibilities:
β€’ Provide day-to-day support for Advisor inquiries
β€’ Facilitate training to Advisors and branch teams
β€’ Collaborate on complex inquiries with other departments
β€’ Assist with procedural updates through project work
β€’ Help management with priority tasks and ad-hoc requests

Requirements:
β€’ 1-3 years in client service, financial services focus
β€’ Strong MS Office skills and commitm...

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πŸ“ Location Details

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City
burlington
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Country
Canada
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Commute
Local Area

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