Associate, Private Client Management

CI Financial; Halifax; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Savings Plan

Corporate Discount Program

Enhanced group benefits

Parental Leave Top‑up program

Paid time off for Volunteering

Job summary

A financial services firm in Halifax is seeking an Associate for its Private Client Group. In this role, you will support the Investment Counsellor by preparing for client meetings, conducting research, and assisting with portfolio management. The ideal candidate holds a degree in business, has 3–5 years of experience in financial services, and is familiar with investment solutions. This full-time position includes a supportive workplace and opportunities for advancement into an Investment Counsellor role.

Qualifications

• 3-5 years of relevant work experience in the financial services industry.
• Ability to travel up to 20% within Atlantic Canada.

Responsibilities

• Support the Investment Counsellor in client meetings and portfolio management.
• Conduct research and analysis for investment recommendations.
• Assist with client onboarding and maintaining CRM information.

Skills

Ability to interact effectively with various types of people

Critical thinking and analytical skills

Understanding of investment solutions and financial planning concepts

Education

University degree in business or related discipline

Completion or enrollment in CIM or CFA program

Job description

We are currently seeking an Associate to join our Private Client Group. In this role, the Associate will support the Investment Counsellor for the Atlantic region, focusing on clients with assets in excess of $3 million.

What you will do

• The associate will support the Investment Counsellor in preparation for client meetings, including creation and editing of slide decks, macroeconomic or market related research and commentary, analysis of client portfolios, investment taxation and income planning, assisting with the investment policy process and portfolio design and updating client relationship management (CRM) information.
• The position may also include research on specific equity positions or sectors, portfolio construction analysis and suggestions and scenario analysis related to portfolio changes, including tax implications, diversification, volatility and total return and attending client or advisor meetings.
• There may be some administrative support work, including the onboarding of new clients, during busier periods.
• This position is geared for an individual aspiring to move into an Investment Counsellor role within 24 months due to the strong growth of the Private Client Group within the region.
• The role is part of a broader team of Wealth Planning professionals delivering a holistic investment and wealth planning experience to clients. While the Associate’s role is primarily to support the Investment Counsellor, they will collaborate closely with the Atlantic Wealth Planning team and may also assist the referring advisors with prospecting and sales. The role also requires an ability to provide a superior service level to High‑Net‑Worth Clients and referring advisors. Compensation is comprised of a base salary and bonus.

What you will bring

• University degree in business or related discipline
• Completion or enrollment in either the Certified Investment Manager (CIM) or Chartered Financial Analyst program (CFA) as this individual is expected to be licensed as an associate portfolio manager/associate advising rep with discretionary investment management authority within 2 years.
• Ability to interact effectively with various types of people (advisors, assistants, HNW clients)
• Ability to understand and interpret investment solutions, the markets, the economy, and financial planning concepts, and communicate them confidently to audiences with varying degrees of financial knowledge. This includes applying critical thinking and analytical skills to support the Investment Counsellor directly in portfolio construction, investment recommendations, and client relationship management.
• Must be able to travel – there is the possibility of up to 20% travel, generally within Atlantic Canada
• 3-5 years of relevant work experience in the financial services industry.
• Opportunity to advance into an Investment Counsellor role upon obtaining required licenses and registrations.

What we offer

• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top‑up program
• Paid time off for Volunteering

We offer an in‑office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.

Seniority level: Not Applicable

Employment type: Full-time

Job function: Finance