National Accounts Operations Associate

CI Investments Inc. in Ottawa is seeking a Service Associate to support the National Accounts Financial Advisor team. The role focuses on account management, trades, and administrative tasks to ensure smooth operations within Assante Capital Management.

The ideal candidate has at least two years in financial services operations, solid communication skills, and proficiency with MS Office. Knowledge of DocuSign or Salesforce is a plus, and a collaborative, detail-oriented mindset is essential.