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
- Robust analytical and communication skills
- Proficiency in financial software and Microsoft Office Leverage your financial expertise to help clients succeed in partnership with CI Assante.

📌 Investment Advisor at CI Assante (Vancouver)
🏢 CI Investments
📍 Vancouver