CI Financial is seeking an Associate, Client Service to support the wealth management and asset management advisory services. You will manage account transactions, execute administrative tasks, and collaborate with the Assante support team to ensure smooth operations.
The role requires a postsecondary degree and at least two years in financial services, with strong communication and organizational skills. On-site four days a week at our Dorval/Brossard location, you will help maintain high
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Associé Service Client & Opérations Financières in Dorval employer: CI Investments Inc.
CI Financial is an exceptional employer that fosters a supportive and inclusive work environment, empowering employees to take ownership of meaningful projects while promoting personal and professional growth. With competitive benefits, including health insurance, wellness programs, and a modern HQ location near Union Station, employees are encouraged to thrive in a collaborative atmosphere. The company values ambition and continuous learning, making it an ideal place for those looking to excel in the investment fund industry.
