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 agile 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 setting, you will provide advice and service to existing and current 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
• Robust 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.
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📌 Financial Advisor For Employee Services Toronto (Canada)
🏢 CI Financial
📍 Canada