Investment Advisor

CI Financial; Brandon; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Fitness Membership Discounts

Paid Volunteer Day

Job summary

A global wealth management firm in Canada is seeking an Investment Advisor to assist in managing client portfolios and developing financial strategies. The ideal candidate will have relevant financial licenses and experience in wealth management. This role offers opportunities for growth and includes a comprehensive benefits package, training reimbursement, and a supportive work environment.

Qualifications

• Relevant financial licenses (CSC, CPH, CIM, CFP) are required.
• Proven experience in wealth management or a related field.
• Ability to manage multiple workflows simultaneously.

Responsibilities

• Assist in the development and implementation of financial plans.
• Analyze financial data to determine investment strategies.
• Maintain regular contact with clients to understand their needs.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Education

Post Secondary education in related field

Tools

Financial software

Microsoft Office Suite

Job description

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.

We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.

WHAT YOU WILL DO

• Assist in the development and implementation of financial plans and strategies.
• Analyze financial data to determine the best investment strategies for clients.
• Maintain regular contact with clients to understand their financial needs and goals.
• Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
• Prepare reports on client accounts and create presentations for client meetings.
• Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
• Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
• Ensure compliance with financial regulations and adhere to company policies and procedures.
• Participate in continuing education and training programs to stay current with industry standards and trends.
• Provide administrative support as needed.

WHAT YOU WILL BRING

• Post Secondary education in related field.
• Relevant financial licenses (CSC, CPH, CIM, CFP).
• Proven experience in wealth management or a related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple work flows simultaneously.
• Proficiency in financial software and Microsoft Office Suite.
• High level of integrity and professionalism.

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.

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
• Fitness Membership Discounts
• Paid Volunteer Day

CI Financial Corp. and all of our affiliates 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, please contact [e-mail], or call 416-364-1145 ext. 4747.