Investment Advisor

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

Job summary

A financial services company in Halifax is seeking a detail-oriented Investment Advisor to join their team. The role involves managing client portfolios, developing financial strategies, and collaborating with wealth managers. Candidates should have relevant financial licenses, strong analytical skills, and a commitment to professional integrity. This position offers a range of benefits, including training reimbursement and corporate discounts.

Benefits

Training reimbursement

Paid professional designations

Employee Share Purchase Program (ESPP)

Corporate discounts

Enhanced benefits

Parental leave top-up

Fitness discounts

Paid volunteer days

Qualifications

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

Responsibilities

• Assist in developing and implementing financial plans and strategies.
• Analyze financial data to determine optimal investment strategies for clients.
• Maintain regular contact with clients to understand their financial needs and goals.

Skills

Analytical skills

Communication skills

Problem-solving skills

Interpersonal skills

Education

Post-secondary education in a related field

Tools

Financial software

Microsoft Office Suite

Job description

Join us to apply for the Investment Advisor role at CI Financial.

Description

At CI, we believe a great workplace is one where everyone has a voice, is empowered to take ownership of meaningful work, has opportunities to grow, and works on innovative products and projects supported by engaged employees.

Job Summary

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 supporting our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.

What You Will Do

1. Assist in developing and implementing financial plans and strategies.
2. Analyze financial data to determine optimal investment strategies for clients.
3. Maintain regular contact with clients to understand their financial needs and goals.
4. Monitor financial market trends to ensure plans are effective and identify necessary updates.
5. Prepare reports on client accounts and create presentations for meetings.
6. Collaborate with wealth managers and financial professionals to provide comprehensive advice.
7. Handle administrative duties such as managing client information and processing paperwork.
8. Ensure compliance with financial regulations and company policies.
9. Participate in ongoing education and training to stay current with industry standards.
10. Provide administrative support as needed.

What You Will Bring

• Post-secondary education in a 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 workflows simultaneously.
• Proficiency in financial software and Microsoft Office Suite.
• High level of integrity and professionalism.

CI Financial is an independent company providing global wealth and asset management advisory services since 1965. We are committed to delivering high-quality investments and advice. Our employees thrive in a fast-paced environment that encourages continuous learning, ambition, and going the extra mile.

What We Offer

• Modern headquarters near Union Station
• Training reimbursement
• Paid professional designations
• Employee Share Purchase Program (ESPP)
• Corporate discounts
• Enhanced benefits
• Parental leave top-up
• Fitness discounts
• Paid volunteer days

We value diversity and inclusion. If you're interested but unsure if you meet all qualifications, we encourage you to apply. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates will be contacted for an interview. CI Financial is committed to fair employment practices and providing accommodations for persons with disabilities. For accommodations, contact [e-mail] or call 416-364-1145 ext. 4747.

Additional Details

Seniority level: Mid-Senior level

Employment type: Other

Job function: Finance and Sales

Location: Halifax, Nova Scotia, Canada