Join CI Financial as a Financial Advisor focused on developing client relationships within the Assante Financial Management book. Utilize your investment knowledge and communication skills to provide exceptional service and advice to clients.

In this crucial role with CI Financial, you will leverage at least two years of experience in sales and client service within the investment industry. Your journey will involve proactive development of new client relationships, establishing regular investment programs, and making informed investment recommendations in adherence to compliance requirements.

Key Responsibilities:
• Develop relationships with clients through calls and meetings
• Establish investment programs by identifying client goals




• Make suitable investment recommendations for clients
• Resolve client issues and follow up on research
• Collaborate effectively within a team workplace

Requirements:
• Minimum 2 years of investment industry experience
• Canadian Securities Course and LLQP licensing required
• Strong client service and sales abilities
• Excellent communication and detail orientation
• Knowledge of mutual funds and securities legislation

Bring your investment expertise and client service skills to thrive at CI Financial.
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📌 Financial Advisor for National Accounts (Ontario)
🏢 CI Financial
📍 Ontario