Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Investment Operations Associate to be part of our Client Experience team in Burlington, Ontario .
Position OverviewIn this role, the successful candidate will work to gather information and create solutions in order to provide excellent support to our clients. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry.
What You Will Do
Taking a team approach, support our Advisor clients with day-to-day inquiries and any specific requests for assistance- relating to Systems, Compliance, Trading, Estates, and moreProvide training to advisors and their branches/teamsProvide support to/work with other departments as required for multi-faceted issuesWork on project-specific tasks relating to procedural updatesAssisting and supporting management on ad-hoc and priority items
You Will Bring:
1-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skillsIndustry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further educationStrong MS Office skills (Outlook, Word and Excel)Team Player with friendly personality and strong communication skillsProven ability to manage high volumes with a positive and professional attitudeAbility/Flexibility to work independently in hybrid home/office environment
What We Bring We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:
Competitive compensationRecognition of your accomplishmentsCommunication and feedbackInvestment in your training and developmentCommitment to your health and well-being.
Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115.
Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Regulatory Coordinator to join our team in Burlington. We are looking for an individual who takes pride in being professional and demonstrates fantastic client service.
Job OverviewThe main accountability of this role is to ensure that our Advisors are aligned with the rules and regulations as set out by the Canadian Industry Regulatory Organization (CIRO) and the Canadian Securities Regulators. We are looking for someone who can comfortably and confidently review information, following up promptly and in any way needed. The Regulatory Coordinator must successfully manage volume without sacrificing attention to detail or quality.
What You Will DoReview and approve initial account opening and Know Your Client (KYC) UpdatesReview and approve sales communicationsPerform regulatory review and approval of website and marketing materialsDetermine items for escalation to the Compliance teamRecommend on regulatory matters for circulation to clients Coordinate with auditors within our Compliance group
What You Will BringUniversity Degree or College Diploma preferredRecent CIRO registration, or recently working towards registrationFinancial services/investment dealer experience and strong knowledge of investment industryDemonstrated ability to provide fantastic client serviceExcellent communication and time management skillsStrong MS Office skills (Outlook, Word and Excel) and proven ability to learn new technology Proven ability to manage high volumes with a positive and professional attitude
What We Bring We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:
Competitive compensation Recognition of your accomplishmentsCommunication and feedbackInvestment in your training and developmentCommitment to your health and well-being
Aligned Capital Partners Inc. is an equal opportunity employer. Please contact us at (905) 639-5115 if you require any accommodation in order to fully participate in our recruitment process.
Aligned Capital Partners is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full time Account Administrator to join our Client Experience team in Calgary.
Position OverviewIn this role, the successful candidate will work to process various operational requests received by the Client Experience team from our clients. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is an entry-level role that is primarily non-client facing with ample room for career growth.
What You Will DoProcess/complete operational tasks that include account opening, non-financial updates, transfer initiation and follow ups, account closures, troubleshooting system issues and moreProvide support to and work with other departments as required for multi-faceted issuesWork on project-specific tasks relating to procedural updatesAssisting and supporting the Client Experience team on ad-hoc items
You Will Bring:Strong MS Office skills (Outlook, Word, and Excel)Team Player with friendly personality and strong communication skillsProven ability to manage high volumes with a positive and professional attitudeAbility/Flexibility to work independently in hybrid home/office environmentStrong attention to detail and pride over your workExperience providing client service in the investment, banking or related industries is an asset
What We BringWe are committed to a positive employee experience fostered through an open and collaborative workenvironment. We offer you:
Competitive compensationRecognition of your accomplishmentsCommunication and feedbackInvestment in your training and developmentCommitment to your health and well-beingCulture of inclusion, diversity, and positivity
Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115.
Job DescriptionAligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Investment Operations Associate to be part of our Client Experience team in Burlington, Ontario .
Position OverviewIn this role, the successful candidate will work to gather information and create solutions in order to provide excellent support to our clients. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry.
What You Will Do
Taking a team approach, support our Advisor clients with day-to-day inquiries and any specific requests for assistance- relating to Systems, Compliance, Trading, Estates, and moreProvide training to advisors and their branches/teamsProvide support to/work with other departments as required for multi-faceted issuesWork on project-specific tasks relating to procedural updatesAssisting and supporting management on ad-hoc and priority items
You Will Bring:
1-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skillsIndustry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further educationStrong MS Office skills (Outlook, Word and Excel)Team Player with friendly personality and strong communication skillsProven ability to manage high volumes with a positive and professional attitudeAbility/Flexibility to work independently in hybrid home/office environment
What We Bring We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:
Competitive compensationRecognition of your accomplishmentsCommunication and feedbackInvestment in your training and developmentCommitment to your health and well-being.
Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115.
Job DescriptionAligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Transitions Specialist to join our Client Experience team in Burlington.
Position Overview In this role, the successful candidate will provide support to our transitioning advisors by helping them navigate the onboarding process via training, regular calls, and practice management. They will act as a senior resource to their advisors and as the conduit between advisor and head office. Their focus is to know business practices of their advisors and work with them to successfully transition their business to Aligned Capital Partners, Inc. A good understanding of the industry coupled with soft skills to work calmly in a fast-paced environment and manage multiple tasks for multiple advisors.
What you will do: Act as the main point of contact for the advisor and their team during a transition Assist and prepare the advisor with pre- and post- registration actions as outlined by the protocol in our transition guide and roadmap Ensure coordination between all departments for all transition-related items Assess issues and engage executive where needed on urgent or exceptional matters Train advisor on all systems required for transitioning assets and managing their book of business thereafter Collaborate with Transition Support Associate on tracking account opening and asset movement to ensure assets arrive in a timely manner
You will bring: University degree or College diploma is preferred At least 2 years of work experience providing client service in the investment, banking, or related industries Strong MS Office skills (Outlook, Word and Excel) A demonstrated collaborative approach to solving problems Experience with industry-related client service Strong communication skills Completion of CSC and CPH is an asset, and if you do not have them completed, it is expected that these courses are completed within a year
What We Bring We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you: Competitive compensation Recognition of your accomplishments Communication and feedback Investment in your training and development Commitment to your health and well-being.
Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115
Job DescriptionAligned Capital Partners is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full time Account Administrator to join our Client Experience team in Calgary.
Position OverviewIn this role, the successful candidate will work to process various operational requests received by the Client Experience team from our clients. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is an entry-level role that is primarily non-client facing with ample room for career growth.
What You Will DoProcess/complete operational tasks that include account opening, non-financial updates, transfer initiation and follow ups, account closures, troubleshooting system issues and moreProvide support to and work with other departments as required for multi-faceted issuesWork on project-specific tasks relating to procedural updatesAssisting and supporting the Client Experience team on ad-hoc items
You Will Bring:Strong MS Office skills (Outlook, Word, and Excel)Team Player with friendly personality and strong communication skillsProven ability to manage high volumes with a positive and professional attitudeAbility/Flexibility to work independently in hybrid home/office environmentStrong attention to detail and pride over your workExperience providing client service in the investment, banking or related industries is an asset
What We BringWe are committed to a positive employee experience fostered through an open and collaborative workenvironment. We offer you:
Competitive compensationRecognition of your accomplishmentsCommunication and feedbackInvestment in your training and developmentCommitment to your health and well-beingCulture of inclusion, diversity, and positivity
Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115.
Job DescriptionAligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Regulatory Coordinator to join our team in Burlington. We are looking for an individual who takes pride in being professional and demonstrates fantastic client service.
Job OverviewThe main accountability of this role is to ensure that our Advisors are aligned with the rules and regulations as set out by the Canadian Industry Regulatory Organization (CIRO) and the Canadian Securities Regulators. We are looking for someone who can comfortably and confidently review information, following up promptly and in any way needed. The Regulatory Coordinator must successfully manage volume without sacrificing attention to detail or quality.
What You Will DoReview and approve initial account opening and Know Your Client (KYC) UpdatesReview and approve sales communicationsPerform regulatory review and approval of website and marketing materialsDetermine items for escalation to the Compliance teamRecommend on regulatory matters for circulation to clients Coordinate with auditors within our Compliance group
What You Will BringUniversity Degree or College Diploma preferredRecent CIRO registration, or recently working towards registrationFinancial services/investment dealer experience and strong knowledge of investment industryDemonstrated ability to provide fantastic client serviceExcellent communication and time management skillsStrong MS Office skills (Outlook, Word and Excel) and proven ability to learn new technology Proven ability to manage high volumes with a positive and professional attitude
What We Bring We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:
Competitive compensation Recognition of your accomplishmentsCommunication and feedbackInvestment in your training and developmentCommitment to your health and well-being
Aligned Capital Partners Inc. is an equal opportunity employer. Please contact us at (905) 639-5115 if you require any accommodation in order to fully participate in our recruitment process.
