Elevate client financial well-being as an Investment Advisor with CI Assante. This role involves managing portfolios, crafting financial strategies, and delivering top-notch support to Wealth Advisors in an engaging environment.
Join the CI Assante team as a detail-oriented Investment Advisor. You'll collaborate closely with clients, developing financial strategies and managing investments with a focus on their long-term goals. Strong financial planning and investment management skills are essential, along with the ability to analyze market trends.
Key Responsibilities:
• Assist in developing and implementing financial plans
• Analyze financial data for optimal investment strategies
• Maintain contact with clients for financial goals




• Monitor market trends for necessary adjustments
• Prepare reports and presentations for client meetings
Requirements:
• Post-secondary education in a related field
• Relevant financial licenses (CSC, CPH, CIM, CFP)
• Proven experience in wealth management
• Solid analytical and communication skills
• Proficiency in financial software and Microsoft Office
Leverage your financial expertise to help clients succeed in partnership with CI Assante.
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📌 Investment Advisor at CI Assante (Vancouver)
🏢 CI Investments
📍 Vancouver