Investment Advisor

CI Financial; Winnipeg; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

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

Modern HQ location

Job summary

CI Financial is seeking a detail-oriented Investment Advisor in Winnipeg to assist in managing client portfolios and developing financial strategies. The ideal candidate should possess relevant financial licenses, proven experience in wealth management, and strong analytical skills. CI offers a supportive work environment, competitive benefits, and opportunities for training and professional development.

Qualifications

• Post Secondary education in a related field.
• Relevant financial licenses (CSC, CPH, CIM, CFP).
• Proven experience in wealth management or a related field.
• Ability to manage multiple workflows simultaneously.
• High level of integrity and professionalism.

Responsibilities

• Assist in the development and implementation of financial plans and strategies.
• Analyze financial data to determine the best investment strategies for clients.
• Prepare reports on client accounts and create presentations for client meetings.
• Monitor financial market trends to ensure effective plans.
• Provide administrative support as needed.

Skills

Analytical skills

Interpersonal skills

Problem-solving

Communication skills

Financial software proficiency

Microsoft Office Suite proficiency

Education

Post Secondary education in a related field

Tools

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.

Key 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 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.

Qualifications

• 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.

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

• 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
• Paid time off for Volunteering

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.