Bilingual Investment Operations Associate

Enhance your career in investment services as a Bilingual Investment Operations Associate at Aligned Capital Partners Inc. This full-time role supports Advisor clients in a hybrid work environment.

We are seeking a motivated individual to join our Client Experience team in Burlington/Toronto or Montréal. The ideal candidate will investigate operational issues, gather information, and devise quality service solutions for our financial advisors. This position demands strong client service skills and a proactive approach to complex inquiries across various departments.

Key Responsibilities:

• Assist Advisor clients with daily service inquiries

• Provide tailored training for advisors and their teams

• Collaborate with departments to resolve multifaceted issues

• Participate in procedural update projects

• Support management with urgent operational needs

Requirements:

• Bilingual in French and English, fluent in industry terminology

• 1-3 years in client service within finance or related fields

• Proven MS Office skills

• Strong communication and team collaboration abilities

• Capacity to manage high volumes efficiently

Bring your bilingual expertise and client-focused skills to enhance the investment operations at ACPI.
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