Licensed Associate Advisor

CI Assante Wealth Management; Waterloo; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a diligent Licensed Associate to join their dynamic team. This role involves managing client portfolios, developing financial strategies, and providing exceptional support to Wealth Advisors. Candidates should possess a strong understanding of financial planning and investment management, along with excellent analytical and communication skills. The company fosters a supportive environment that encourages personal and professional growth while offering competitive benefits. If you are passionate about finance and eager to make a meaningful impact, this opportunity is perfect for you.

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

• Experience in wealth management or related field is essential.
• Strong understanding of financial planning and investment strategies.

Responsibilities

• Assist in developing and implementing financial plans and strategies.
• Analyze financial data to determine investment strategies for clients.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Financial Planning

Investment Management

Education

Post Secondary Education in Finance

Relevant Financial Licenses (CSC, CPH, CIM, CFP)

Tools

Microsoft Office Suite

Financial 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 seeking a diligent and detail-oriented Licensed Associate 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 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.

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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