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.
National Accounts Operations Associate 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.
