Explore an exciting role as a Financial Advisor at CI, where you'll foster client relationships and provide customized financial guidance. Work with a passionate team committed to client success.
In this role, you will be integral to the National Accounts team, cultivating relationships with new and existing clients of Assante Financial Management. Your solid investment knowledge and communication abilities will allow you to identify client goals, recommend tailored financial solutions, and ensure compliance with industry standards as you proactively service their needs.
Key Responsibilities:
• Build and maintain client relationships effectively
• Consolidate assets and generate referrals
• Help clients identify and achieve financial goals




• Recommend appropriate managed money solutions
• Timely follow-up on client issues and inquiries
Requirements:
• Minimum 2 years of investment industry experience
• Required Canadian Securities Course (CSC) and LLQP
• Expertise in financial markets and mutual funds
• Strong relationship management skills
• Excellent communication and analytical skills
Bring your dedication and investment knowledge to CI Financial, helping clients achieve their financial aspirations.
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📌 Financial Advisor Position at CI (Fredericton)
🏢 CI Investments
📍 Fredericton