Elevate your career at CI Financial as a Financial Advisor in the Employee Financial Services team. Focus on client relationships, investment knowledge, and exceptional communication in this dynamic role. As a Financial Advisor, you will develop and manage the relationships within the Assante Financial Management Employee Accounts Program.

Collaborating in a team-oriented workplace, you will provide advice and service to existing and new clients while ensuring asset retention through effective communication and problem-solving. Key Responsibilities:

- Service existing clients in the Employee Account Program
- Promote mutual fund and investment products proactively
- Provide accurate and timely advice to clients
- Investigate and resolve client inquiries and issues
- Conduct trades for clients as requested Requirements:
- Minimum two years in sales and client service in finance
- Strong knowledge of financial markets and mutual funds
- Excellent client relationship management skills
- Post-secondary education, with IFIC/Canadian Securities Course
- Bilingual (French/English) is an asset Grow your expertise in client service and investment advising with CI Financial.

📌 Financial Advisor for Employee Services (Toronto)
🏢 CI Financial
📍 Toronto