Financial Services Professional for Client Experience Team

4 weeks ago


Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

Aligned Capital Partners Inc. is a fast-growing investment dealer with a dynamic team looking to expand our business in Burlington.

We have a corporate culture that encourages teamwork, service excellence, creativity, and initiative.

The Client Experience Team is the 'go to' for our Investment Advisor clients, providing them with trust-based support and expertise.

This client-facing role requires a high level of experience working within the financial services industry.

  • Provide training to advisors and their branches/teams
  • Work on project-specific tasks relating to procedural updates
  • 1-3 years' experience providing client service in the investment, banking or related industries – focus on very strong client service skills
  • Industry-related academic experience (e.g., Strong MS Office skills)

A successful candidate will be able to work independently in a hybrid home/office environment.

What We Offer

We are committed to a positive employee experience fostered through an open and collaborative work environment.

We invest in our employees' training and development.



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