Senior Financial Operations Specialist

2 weeks ago


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

Company Overview

Aligned Capital Partners Inc. is a dynamic investment dealer with a strong commitment to teamwork, service excellence, and employee growth.

Salary: We offer a competitive salary range of $60,000 - $80,000 per annum, depending on experience.

Job Description

We are seeking an experienced Investment Support Professional to join our Client Experience team in Burlington. As a key member of our team, you will provide exceptional client service, work closely with our advisors, and contribute to the success of our business.

Responsibilities:

  • Provide training to advisors and their teams on industry-related topics;
  • Work on project-specific tasks relating to procedural updates and process improvements;
  • Assist in maintaining high levels of client satisfaction through effective communication and issue resolution;

Required Skills and Qualifications

To succeed in this role, you will need:

  • A minimum of 1-3 years' experience providing client service in the investment or banking industries;
  • Strong knowledge of financial services and industry-related software applications (e.g., MS Office);
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment;

Benefits

We offer a comprehensive benefits package, including opportunities for professional development, flexible work arrangements, and a positive work-life balance.

About Us

We value our employees and strive to create a positive work environment that fosters collaboration, innovation, and growth. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.



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