Investment Advisor

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

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program (ESPP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Fitness membership discounts

Job summary

CI Financial is seeking a diligent Investment Advisor to join the CI Assante team in Canada. You will support wealth managers, help develop financial plans, and communicate with clients to align strategies with goals.

The role emphasizes financial planning, investment management, and staying current with market trends, with base salary in the 70k–90k CAD range and bonus eligibility.

Qualifications

• Post secondary education in related field.
• Proven experience in wealth management or related field.
• Licenses: CSC, CPH, CIM, CFP.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple workflows.

Responsibilities

• 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 plans are effective and identify updates.
• Prepare reports on client accounts and create presentations for client meetings.
• Collaborate with wealth managers and other financial professionals to ensure comprehensive financial advice.
• Handle administrative duties such as managing client information and processing paperwork.
• Ensure compliance with financial regulations and company policies.
• Participate in continuing education and training to stay current with industry standards and trends.
• Provide administrative support as needed.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Multitasking

Financial software proficiency

Microsoft Office

Education

Post secondary education in related field

Licenses: CSC, CPH, CIM, CFP

Tools

Financial software

Microsoft Office Suite

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.