Licensed Associate Advisor - Waterloo

CI Financial; Southwestern Ontario; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Wellness programs

Life and disability insurance

Retirement savings plan

Paid leave programs

Education-related programs

Paid holidays and vacation

Job summary

CI Financial is seeking a diligent Licensed Associate to join the CI Assante team in Ontario. You will assist in managing client portfolios, developing financial strategies, and supporting Wealth Advisors with exceptional service.

The role requires financial planning knowledge, licenses (CSC/CPH/CIM/CFP), and a proven track record in wealth management. Base salary ranges from CAD 55,000 to CAD 85,000 with benefits and bonus eligibility.

Qualifications

• Post-secondary education in related field.
• Relevant financial licenses (CSC, CPH, CIM, CFP).
• Proven experience in wealth management or a related field.

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 adjust plans as needed.
• Prepare reports and presentations for client meetings.
• Collaborate with wealth managers and other professionals to deliver comprehensive advice.
• Handle administrative duties and coordinate with departments while ensuring regulatory compliance.

Skills

Wealth management experience

Analytical skills

Communication skills

Multitasking

Microsoft Office

Financial software

Education

Post-secondary education in related field

Tools

CSC/CPH/CIM/CFP licenses

Microsoft Office Suite

Financial software platforms

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 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.WHAT YOU WILL DOAssist 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 BRINGPost 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 $55,000 to $85,000. 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.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 SuccessWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.WHAT WE OFFERModern HQ location within walking distance from Union StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid time off for VolunteeringWe 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.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.