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CI Investments

Service Associate

Ottawaonsitejunior$43K – $71K

Posted 5 days ago · via Workday

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About this role

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are currently seeking a Service Associate to join our team in Ottawa and support the operations of the National Accounts Financial Advisor team at Assante Capital Management. The Service Associate will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team. WHAT YOU WILL DO Accurately process daily mutual fund, stock, and bond trades.…

Read the full description on CI Investments's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: go, salesforce

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Ottawa. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

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