Job opportunity
National Accounts Operations Associate
CI Investments Inc.
CI Investments Inc. in Ottawa is seeking a Service Associate to support the National Accounts Financial Advisor team. The role focuses on account management, trades, and administrative tasks to ensure smooth operations within Assante Capital Management.
The ideal candidate has at least two years in financial services operations, solid communication skills, and proficiency with MS Office. Knowledge of DocuSign or Salesforce is a plus, and a collaborative, detail-oriented mindset is essential.
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Apply on source site The ideal candidate has at least two years in financial services operations, solid communication skills, and proficiency with MS Office. Knowledge of DocuSign or Salesforce is a plus, and a collaborative, detail-oriented mindset is essential.
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