Operations Analyst

Position: Operations Analyst (Fixed Term)
Chez CI, nous considérons qu’un excellent lieu de travail est un endroit sécuritaire où chacun peut s’exprimer, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés dans leurs efforts.

In this role, the successful candidate will work with an internal team, as well as external parties to investigate and provide solutions to our best‑in‑class Client Experience Team which is the ‘go to’ for our Investment Advisor clients. As a member of the Special Projects Team, you will apply your existing financial services industry knowledge and understanding of the ACPI business offering and provide support on a variety of investment operations related topics.

We are looking for someone who works calmly in a fast‑paced environment and can quickly prioritize and organize the delivery of solutions for internal escalations.

This role will join the Special Projects Team within Aligned Capital Partners Inc. (ACPI, a member of CI Financial) in Burlington, Ontario.

What You Will Do

Collaborate closely with internal Operations Directors to deliver priority initiatives that drive continuous improvement in operational efficiency and elevate the day‑to‑day client experience

Investigative support for Production and User Acceptance Test environments of proprietary systems

Investigate, ticket and track issues to resolved state

Provide updates with internal teams throughout the resolution process

Test development updates to ensure functionality is as expected

Interface with Project Teams, developers, and other technical teams, to identify, document and manage the business requirements/specifications for various projects

Document and follow up on important actions and decisions from meetings

Undertake project and support tasks as required

Write, update and edit internal guides and training materials for our web‑based knowledge platform

What You Will Bring

3+ years’ experience in the investment, banking or related industries

Knowledge of the Canadian investment landscape including an understanding of different accounts and products

Intermediate Excel proficiency

Positive and professional attitude and eagerness to learn and develop new skills

Team Player with strong organization and communication skills

Proven ability to think critically and strategically when dealing with unique inquiries

A demonstrated collaborative approach to solving problems

Ability/Flexibility to work independently and prioritize responsibilities

Having completed industry courses is an asset

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 to $95,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position may be eligible for participation in a bonus program. In addition, the Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education‑related programs, paid holidays and vacation time, and many others.

Many of these benefits are subsidized or fully paid for by the company.

Financière CI est une société indépendante offrant des services de conseil en gestion de patrimoine et en gestion d’actifs à l’échelle mondiale par le biais de diverses sociétés de services financiers. Depuis 1965, nous anticipons les besoins changeants des investisseurs et y répondons de manière fiable. Nous sommes animés par la volonté d’offrir aux particuliers et aux institutions des investissements et des conseils de la plus haute qualité.

Notre engagement à fournir les niveaux de rendement les plus élevés signifie que, peu importe leur poste, les employés de CI doivent être à l’aise dans un environnement trépidant qui les poussera à…