CI Financial is seeking a Service Associate to join our Ottawa team and support the National Accounts Financial Advisor group at Assante Capital Management. The role focuses on processing trades, preparing paperwork, maintaining files, and coordinating with back-office and clients.
The position emphasizes accuracy, strong communication, and teamwork in a fast-paced environment with a comprehensive benefits package.
Financial Services Operations Associate – Ottawa employer: CI Financial
CI Financial is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Toronto. With a strong commitment to employee growth, we offer comprehensive training programs and career advancement opportunities, ensuring that our team members thrive in their roles. Join us to be part of a dynamic environment where your contributions directly impact the success of our M&A operations and integrations.
