Investment Operations Associate (Bilingual)
Top Benefits
About the role
Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team committed to expanding our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Bilingual Investment Operations Associate to become part of our Client Experience team in Burlington/Toronto, Ontario, or Montréal, Quebec.
In this role, the successful candidate will work to investigate issues, gather information, and create solutions in their mission to provide excellent support to our Investment Advisor clients. The Client Experience Team is the ‘go to’ for our Advisors, this relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely and holistic fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry.
What You Will Do:
Taking a team approach, support our Advisor clients with day-to-day inquiries and any specific requests for assistance- relating to Systems, Compliance, Trading, Estates, and more Provide training to advisors and their branches/teams Collaborate with other departments as required for multi-faceted issues Work on project-specific tasks relating to procedural updates Assist and support management on ad-hoc and priority items
You Will Bring:
Bilingual (French and English), fluent, both written and spoken with investment-industry specific terminology 1-3 years of experience providing client service in the investment, banking or related industries – Focus on very strong client service skills Industry-related academic experience (ex. CSC, CPH, registration with CIRO/AMF) or an evidenced commitment towards further education Strong MS Office skills (Outlook, Word and Excel) Team Player with friendly personality and strong communication skills Proven ability to manage high volumes with a positive and professional attitude Ability/Flexibility to work independently in hybrid home/office environment Strong problem-solving aptitude – Ability to execute both first and second level thinking when assessing an issue
What We Bring:
We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:
Competitive compensation Recognition of your accomplishments Communication and feedback Investment in your training and development Commitment to your health and well-being.
Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call (905) 639
Not the right fit? Search for Investment Operations Associate jobs in Toronto, Ontario, Canada
About Aligned Capital Partners Inc.
Aligned Capital Partners Inc., a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987. In 2012, faced with a challenging environment for independent investment dealers, a strategic renewal was undertaken by the new management team. Collectively, they wanted to accelerate change and introduce a more innovative approach to deliver wealth management services to clients. The objective was to diverge from the norm and create a suite of services that focused on the needs and interests of the client, the Advisor, and the wealth management firm.
At ACPI, we believe in the entrepreneurial spirit and independence of an Advisor’s practice, coupled with an unconflicted dealer platform with no sales targets, no proprietary products, and no commission grid. Our mission is to equip Advisors with everything they need to provide customized financial solutions for their clients.
Since inception, we have operated with the intention of creating a firm that Canada’s best independent financial Advisors would find welcoming and call home. ACPI is committed to partnering with Advisors who wear the “white hats” and run their businesses in a way that always puts the client first.
As a firm, ACPI serves on a range of industry and regulatory committees to help shape the industry and advocate how we believe investors should be treated. Our view of the wealth management industry is straightforward and our currency is the trust placed in us. We earn this currency by providing the infrastructure and solutions Advisors need to do right by their clients.
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Investment Operations Associate (Bilingual)
Top Benefits
About the role
Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team committed to expanding our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Bilingual Investment Operations Associate to become part of our Client Experience team in Burlington/Toronto, Ontario, or Montréal, Quebec.
In this role, the successful candidate will work to investigate issues, gather information, and create solutions in their mission to provide excellent support to our Investment Advisor clients. The Client Experience Team is the ‘go to’ for our Advisors, this relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely and holistic fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry.
What You Will Do:
Taking a team approach, support our Advisor clients with day-to-day inquiries and any specific requests for assistance- relating to Systems, Compliance, Trading, Estates, and more Provide training to advisors and their branches/teams Collaborate with other departments as required for multi-faceted issues Work on project-specific tasks relating to procedural updates Assist and support management on ad-hoc and priority items
You Will Bring:
Bilingual (French and English), fluent, both written and spoken with investment-industry specific terminology 1-3 years of experience providing client service in the investment, banking or related industries – Focus on very strong client service skills Industry-related academic experience (ex. CSC, CPH, registration with CIRO/AMF) or an evidenced commitment towards further education Strong MS Office skills (Outlook, Word and Excel) Team Player with friendly personality and strong communication skills Proven ability to manage high volumes with a positive and professional attitude Ability/Flexibility to work independently in hybrid home/office environment Strong problem-solving aptitude – Ability to execute both first and second level thinking when assessing an issue
What We Bring:
We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:
Competitive compensation Recognition of your accomplishments Communication and feedback Investment in your training and development Commitment to your health and well-being.
Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call (905) 639
Not the right fit? Search for Investment Operations Associate jobs in Toronto, Ontario, Canada
About Aligned Capital Partners Inc.
Aligned Capital Partners Inc., a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987. In 2012, faced with a challenging environment for independent investment dealers, a strategic renewal was undertaken by the new management team. Collectively, they wanted to accelerate change and introduce a more innovative approach to deliver wealth management services to clients. The objective was to diverge from the norm and create a suite of services that focused on the needs and interests of the client, the Advisor, and the wealth management firm.
At ACPI, we believe in the entrepreneurial spirit and independence of an Advisor’s practice, coupled with an unconflicted dealer platform with no sales targets, no proprietary products, and no commission grid. Our mission is to equip Advisors with everything they need to provide customized financial solutions for their clients.
Since inception, we have operated with the intention of creating a firm that Canada’s best independent financial Advisors would find welcoming and call home. ACPI is committed to partnering with Advisors who wear the “white hats” and run their businesses in a way that always puts the client first.
As a firm, ACPI serves on a range of industry and regulatory committees to help shape the industry and advocate how we believe investors should be treated. Our view of the wealth management industry is straightforward and our currency is the trust placed in us. We earn this currency by providing the infrastructure and solutions Advisors need to do right by their clients.