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 recent 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
Robust relationship management skills
Excellent communication and analytical skills Bring your dedication and investment knowledge to CI Financial, helping clients achieve their financial aspirations.

📌 Financial Advisor Position At Ci Toronto (Canada)
🏢 CI Financial
📍 Canada