Investment Operations Specialist

4 days ago


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

Aligned Capital Partners Inc. is a dynamic investment dealer with a fast-paced environment.

We are hiring for a full-time Investment Operations Specialist to join our Client Experience team in Burlington, ON. This role involves working with internal and external parties to provide best-in-class client support to Financial Advisors.

The successful candidate will be the primary point of escalation for urgent and in-depth branch inquiries, requiring enhanced industry and firm understanding.

This includes leading investigations to find solutions to complex issues and collaborating with colleagues across the organization to facilitate daily activities.

The ideal candidate has 3-5 years of experience providing client service in the investment or banking industries, including knowledge of the Canadian investment landscape and completion of CSC and CPH courses.

A calm approach to a dynamic environment, strong MS Office skills, creative thinking, and excellent communication skills are essential.

Salary: $85,000 - $115,000 per annum, depending on experience.



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