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 seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.
Assist in the development and implementation of financial plans and strategies.
Analyze financial data to determine the best investment strategies for clients.
Prepare reports on client accounts and create presentations for client meetings.
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.
Post Secondary education in related field.
Proven experience in wealth management or a related field.
Proficiency in financial software and Microsoft Office Suite.
is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. 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 quick-paced environment that will stretch them to tap into their highest potential.
Training
Reimbursement
Corporate Discount Program
Parental Leave Top–Up Program and all of our affiliates are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.