Investment Advisor

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

Benefits offered by this job

Health insurance

Wellness programs

Life insurance

Disability insurance

Retirement savings plan

Paid leave

Education programs

Paid holidays and vacation time

Employee Share Purchase Program (ESPP)

Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Parental Leave Top–up program

Fitness membership discounts

Job summary

CI Financial is seeking an Investment Advisor to support the CI Assante team in managing client portfolios and developing financial strategies. You will assist in planning, analyzing data, and maintaining client relationships while staying current with market trends.

The role requires post-secondary education in a related field and relevant licenses (CSC, CPH, CIM, CFP). It offers a base salary and eligibility for a bonus, along with comprehensive benefits.

Qualifications

• Post secondary education in related field.
• Licenses: CSC, CPH, CIM, CFP.
• Proven wealth management experience or related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple workflows simultaneously.
• Proficiency in financial software and MS Office Suite.
• High level of integrity and professionalism.

Responsibilities

• Assist in development and implementation of financial plans and strategies.
• Analyze financial data to determine best investment strategies for clients.
• Maintain regular contact with clients to understand needs and goals.
• Monitor market trends and adjust plans as needed.
• Prepare reports on client accounts and create client meeting presentations.
• Collaborate with wealth managers and other professionals for comprehensive advice.
• Handle administrative duties and coordinate with departments.
• Ensure compliance with regulations and company policies.
• Participate in continuing education and training.
• Provide administrative support as needed.

Skills

Analytical skills

Problem solving

Communication skills

Interpersonal skills

Multitasking

MS Office

Financial software

Integrity

Education

Post secondary education in related field

Tools

Microsoft Office Suite

Financial software

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.

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.

This opportunity is for an existing vacancy with the company. 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. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

WHAT WE OFFER

• Training Reimbursement
• Paid Professional Designations
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Fitness membership discounts

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.