Join CI Financial as an Investment Advisor focused on relationship management and client service. Utilize your communication skills to provide bespoke financial solutions.

As part of the National Accounts team, you will service and develop client relationships for the Assante Financial Management book of business. This role emphasizes proactive outreach and client engagement, ensuring clients' financial planning needs are met while adhering to compliance standards. Your investment knowledge will directly influence positive outcomes for clients, making your contributions essential.

Key Responsibilities:
• Proactively develop client relationships through outreach
• Drive new business through asset consolidation
• Identify and meet clients' financial goals




• Recommend managed investment solutions to clients
• Provide timely issue resolution and follow-ups

Requirements:
• At least 2 years in sales and client service roles
• CSC and LLQP licensing mandatory
• Knowledge of mutual funds and financial markets
• Proven client service skills for relationship-building
• Solid verbal and written communication skills

Harness your expertise to enhance client financial health while working with the esteemed CI Financial team.
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📌 Investment Advisor with CI Financial (Ontario)
🏢 CI Financial
📍 Ontario