Accounting & Finance

Wealth Operations Associate – Vancouver

CI Financial

Vancouver · Metro Vancouver Regional District · Canada

CI Financial is seeking a Service Associate in Vancouver to support the Investment and Wealth Advisory Group. You will handle daily trade processing, paperwork for investments, and back-office liaison to ensure smooth team operations.

Candidates should have 2+ years in financial services operations, strong communication, and proficiency in MS Office. A collaborative, detail-oriented mindset is essential for success in a fast-paced environment.

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Reference: WJ-291_11598222

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