Senior Investment Professional, Asset Management Expertise

2 days ago


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

Aligned Capital Partners Inc. is a leading investment dealer with a dynamic team looking to expand our business operations.

We are currently hiring for a full-time Senior Investment Operations Associate to join our Client Experience team in Burlington.

The Client Experience Team is the primary point of contact for our Investment Advisor clients, building trust through expertise and effective support.

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

Key Responsibilities:

  • Provide comprehensive training to advisors and their teams
  • Work on project-specific tasks relating to procedural updates

Requirements:

  • 1-3 years' experience providing exceptional client service in the investment, banking, or related industries
  • Industry-related academic background
  • Strong MS Office skills (Outlook, Word, Excel)
  • Able to work independently in a hybrid home/office environment

We Offer:

  • A collaborative and open work environment
  • Investment in your professional growth and development

Compensation: Estimated salary: $60,000 - $80,000 per year, depending on experience and qualifications.



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