Financial Advisor

CI Investments Inc.; Fredericton; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Health & well-being

Training & Development

Retirement savings plans

Paid time off

Job summary

CI Investments Inc. is seeking a Financial Advisor to join the National Accounts team. You will manage relationships for the Assante Financial Management book, delivering advisory services and coordinating with clients on portfolios of in-house products.

The role emphasizes proactive client engagement, knowledge of financial markets, and the ability to work both independently and within a team. A base salary is complemented by a bonus program and benefits.

Qualifications

• Minimum 2 years sales and client service experience in investments.
• CSC and LLQP licensing required; CFP, CIM and other licenses are assets.
• Strong knowledge of financial markets and mutual funds.
• Excellent client service and relationship-building skills.
• Sales ability for outbound calls and meetings with existing clients.
• Solid understanding of securities legislation and SRO rules.

Responsibilities

• Serve and develop relationships with new and existing clients via phone, correspondence and meetings.
• Grow business through asset consolidation and referrals from clients/advisors.
• Set up regular savings/investment programs and review goals.
• Recommend suitable investments and promote managed money solutions.
• Ensure compliance with all regulatory requirements.
• Provide timely information, investigate issues and follow up on research.

Skills

Sales experience

Client service

Communication skills

Relationship management

Independent work

Team collaboration

Education

CSC license

LLQP license

CFP/CIM assets

Job description

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.

JOB OVERVIEW

We are currently seeking a Financial Advisor to join our National Accounts team. In this role, the Financial Advisor will develop and maintain the relationships for the Assante Financial Management book of business. Working in a team-oriented environment, you will use your organizational, investment knowledge and exceptional communications skills to provide advice and service existing or new clients with their portfolio of in-house products.

WHAT YOU WILL DO

• Service and proactively develop relationships with new and existing clients through phone contact, correspondence and in person meetings.
• Cultivate new business through consolidation of assets and referrals from existing clients and advisors in the territory.
• Establish a regular savings and investment program for clients by helping them identify goals and identify basic financial planning needs which are periodically reviewed and updated.
• Make suitable investment recommendations including promoting the benefits of managed money solutions to clients and prospects.
• Adhere to all compliance and regulatory requirements.
• Provide timely information, investigate and resolve client issues and initiate follow up on research efforts.
• Ability to work independently and in a team environment.

WHAT YOU WILL BRING

• A minimum of 2 years sales and client service experience within the investment industry.
• Canadian Securities Course (CSC) and LLQP licensing required CFP, CIM & other licensing are an asset.
• Strong knowledge of financial markets with a thorough understanding of Mutual funds.
• Strong client service skills – required to build/maintain relationships with clients, employees and management.
• Sales ability to handle outbound calls/meetings to/with existing clients.
• Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations.
• Excellent communication skills: verbal, written and presentation.
• Detail oriented, professional and analytical, positive attitude and genuine commitment to client service.

WHAT YOU CAN EXPECT FROM US

• Recognition & Compensation
• Training & Development
• Health & Well-being
• Communication & Feedback

The anticipated base salary range for this position is$70,000 to $90,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program.

BENEFITS

• health insurance coverage
• wellness programs
• life and disability insurance
• retirement savings plans
• paid leave programs
• education-related programs
• paid holidays and vacation time
• many others

Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. A Supportive Environment for Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• 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 are focused on building a diverse and inclusive workforce.

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.