Private Client Associate — Path to Investment Counsellor

CI Financial; Bedford; On-site; CAD 55,000 - 75,000; 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

Job summary

A leading financial services firm in Bedford, Nova Scotia, is looking for an Associate to support the Investment Counsellor. This role includes client meeting preparation, portfolio analysis, and market research, with a pathway to advance into an Investment Counsellor position. Candidates should have a degree in business and relevant industry experience. Opportunities for growth and a focus on high-net-worth clients are key aspects of this position.

Qualifications

• Completion or enrollment in CIM or CFA programs.
• 3-5 years of relevant work experience in the financial services industry.
• Must be able to travel up to 20% within Atlantic Canada.

Responsibilities

• Support the Investment Counsellor in enhancing client meetings.
• Conduct market research and portfolio analysis.
• Assist with client onboarding during busy periods.

Skills

Critical thinking

Analytical skills

Interpersonal skills

Understanding of investment solutions

Education

University degree in business or related discipline

Job description

A leading financial services firm in Bedford, Nova Scotia, is looking for an Associate to support the Investment Counsellor. This role includes client meeting preparation, portfolio analysis, and market research, with a pathway to advance into an Investment Counsellor position. Candidates should have a degree in business and relevant industry experience. Opportunities for growth and a focus on high-net-worth clients are key aspects of this position.