Wealth Advisor & Portfolio Manager

CI Financial Corp.; Ontario; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

A forward-thinking company is seeking a Wealth Advisor & Portfolio Manager to provide expert investment advice to clients. This role offers the chance to thrive in a dynamic environment, where collaboration and professional growth are encouraged. With a commitment to excellence, the firm supports its employees through competitive benefits and a culture of inclusivity. Join a team that values your voice and empowers you to take ownership of meaningful work, while you help clients navigate their financial journeys. If you are passionate about finance and eager to make a difference, 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

Modern HQ Location

Qualifications

• 3+ years of experience in providing investment advice.
• CFA or CIM designation required; CFP is optional.

Responsibilities

• Deliver investment advice through phone, email, and chat.
• Collaborate with team members to enhance service delivery.

Skills

Investment Advice

Client Communication

Financial Analysis

Dynamic Work Environment

Fluency in English

Education

CFA or CIM Designation

CFP (optional)

Tools

Microsoft Office

Dropbox

Job description

Wealth Advisor & Portfolio Manager page is loaded

Wealth Advisor & Portfolio Manager

Apply locations WFH - Canada - Ontario time type Full time posted on Posted 4 Days Ago job requisition id JR3511

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 currently seeking a Wealth Advisor & Portfolio Manager to join our team in Toronto. You will primarily be providing financial advice to our clients. We have an amazing work culture that is collaborative and supportive with lots of opportunity to grow.

WHAT YOU WILL DO

• Delivering investment advice to our clients through phone, email, and chat
• Collaborating with team members to coordinate and improve delivery of investment and financial advice
• Contributing to various initiatives

WHAT YOU WILL BRING

• At least 3 years of experience providing investment advice
• CFA or CIM designation
• CFP (optional)
• Ability to be registered as an Advising Representative under section 3.11 NI 31-103
• Fluent in English, French is an asset
• Thrive in a dynamic work environment
• Proficient with technology and have a basic understanding of Microsoft Office and Dropbox

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

• 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

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 [e-mail], or call 416-364-1145 ext. 4747.