Investment Advisor

CI Assante Wealth Management; Calgary; On-site; CAD 70,000 - 250,000; Full time

Job summary

An established industry player is seeking a dedicated Investment Advisor to foster client relationships and drive business growth. In this dynamic role, you will leverage your investment expertise to help clients achieve their financial goals through personalized advice and strategic planning. You will thrive in a supportive environment that values innovation and professional development, empowering you to make a significant impact in the wealth management sector. Join a team committed to excellence and client success, where your contributions will be recognized and rewarded.

Benefits

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

Qualifications

• Minimum of 5 years experience in the investment industry.
• Completion of CSC and CPH courses required.
• CFP, PFP, CIM designations are assets.

Responsibilities

• Manage and grow relationships with clients.
• Provide investment recommendations and promote managed solutions.
• Ensure compliance with regulatory requirements.

Skills

Client Service Skills

Sales Experience

Investment Knowledge

Financial Planning

Communication Skills

Analytical Skills

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

CFP Designation

Tools

Financial Planning Software

Job description

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At CI Financial, we believe in fostering an environment where everyone has a voice, is empowered to drive meaningful work, and is supported in innovative projects and career growth.

Job Overview:

We are looking for a Investment Advisor to join our team. In this role, you will manage and grow relationships for the Assante Capital Management client base. Working in a collaborative environment, you will use your investment knowledge and industry expertise to help clients achieve their financial goals. You’ll focus on building long-term relationships with a dedicated group of clients, aiming to increase assets under management through organic sales growth and referrals.

We have two open roles.

What You Will Do:

• Build and nurture relationships with new and existing clients through phone, email, and both virtual and in-person meetings.
• Drive new business by consolidating assets and generating referrals from clients and advisors within your territory.
• Establish regular savings and investment programs, helping clients identify their goals and financial planning needs, which will be reviewed and updated regularly.
• Provide investment recommendations and promote the benefits of managed money solutions to clients and prospects.
• Ensure full compliance with all regulatory and industry requirements.
• Address client concerns promptly, providing timely updates and following up on research as needed.
• Work effectively both independently and as part of a team.

What You Will Bring:

• A minimum of 5 years of experience in the investment industry.
• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH). Willingness to work towards CFP designation.
• CFP, PFP, CIM, or another recognized professional planning designation considered an asset.
• Insurance registration, or the ability to obtain an insurance license, is an asset.
• Strong knowledge of financial markets and a solid understanding of mutual funds, stocks, ETF’s and other financial instruments.
• Excellent client service skills and experience in a sales-focused role.
• Experience with financial planning software and delivering financial plans is an asset.
• In-depth knowledge of relevant securities legislation and SRO rules and regulations.
• Exceptional communication skills: verbal, written, and presentation.
• Detail-oriented, professional, analytical, with a positive attitude and genuine commitment to client service.

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:

• 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. 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.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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