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 setting, you will provide advice and service to existing and recent 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.

📌 Financial Advisor For Employee Services Toronto
🏢 CI Financial
📍 Toronto