Private Client Wealth Associate: Aspire to IC

CI Financial; Halifax; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Savings Plan

Corporate Discount Program

Enhanced group benefits

Parental Leave Top‑up program

Paid time off for Volunteering

Job summary

A financial services firm in Halifax is seeking an Associate for its Private Client Group. In this role, you will support the Investment Counsellor by preparing for client meetings, conducting research, and assisting with portfolio management. The ideal candidate holds a degree in business, has 3–5 years of experience in financial services, and is familiar with investment solutions. This full-time position includes a supportive workplace and opportunities for advancement into an Investment Counsellor role.

Qualifications

• 3-5 years of relevant work experience in the financial services industry.
• Ability to travel up to 20% within Atlantic Canada.

Responsibilities

• Support the Investment Counsellor in client meetings and portfolio management.
• Conduct research and analysis for investment recommendations.
• Assist with client onboarding and maintaining CRM information.

Skills

Ability to interact effectively with various types of people

Critical thinking and analytical skills

Understanding of investment solutions and financial planning concepts

Education

University degree in business or related discipline

Completion or enrollment in CIM or CFA program

Job description

A financial services firm in Halifax is seeking an Associate for its Private Client Group. In this role, you will support the Investment Counsellor by preparing for client meetings, conducting research, and assisting with portfolio management. The ideal candidate holds a degree in business, has 3–5 years of experience in financial services, and is familiar with investment solutions. This full-time position includes a supportive workplace and opportunities for advancement into an Investment Counsellor role.