Wealth Advisor & Portfolio Manager

CI Financial

Toronto

On-site

CAD 75,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Modern HQ location

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 Toronto is seeking a Wealth Advisor & Portfolio Manager to provide investment advice to clients. The ideal candidate will have at least 3 years of experience and a CFA or CIM designation. This role offers a supportive workplace and opportunities for personal and professional growth.

Qualifications

At least 3 years of experience providing investment advice.
Ability to be registered as an Advising Representative under section 3.11 NI 31-103.
Thrive in a dynamic work environment.

Responsibilities

Deliver investment advice through phone, email, and chat.
Collaborate with team members to improve advice delivery.
Contribute to various initiatives.

Skills

Investment advice delivery

Collaboration

Proficiency with technology

Education

CFA or CIM designation

CFP is an asset

Tools

Microsoft Office

Job description

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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 currently seeking a Wealth Advisor & Portfolio Manager to join our team. 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 required
CFP is an asset
Ability to be registered as an Advising Representative under section 3.11 NI 31-103
Thrive in a dynamic work environment
Proficient with technology and have a basic understanding of Microsoft Office

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 at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

Seniority level