Investment Advisor

🕒 March 3

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CI Financial

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1001 - 5000 employees

CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.

📋 Description

• 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 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.

🎯 Requirements

• Post 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.

🏖️ Benefits

• 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