Service Associate

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

We are currently seeking a Service Associate to join our team in Toronto working with a team of Investment and Wealth Advisors at CI Wealth. The Service Associate will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team.

What you bring:

A minimum of 2 years’ experience in financial services industry with a focus on operations and client’s services.

Post-secondary education.

Ability to meet deadlines and work efficiently under pressure, with a keen attention to detail.

Excellent verbal and written communication skills.

Pro...