Join CI Assante as a detail-oriented Investment Advisor specializing in wealth management. Engage with clients, develop financial strategies, and manage portfolios while thriving in a supportive environment.

This position requires a robust foundation in financial planning and investment management. As an Investment Advisor, you will assist in creating tailored financial plans, monitor market trends, and maintain proactive communication with clients. Your expertise will ensure clients receive top-notch financial advice.

Key Responsibilities:
• Assist in financial plan development and implementation
• Analyze financial data for optimal investment strategies
• Maintain client contact to understand financial goals




• Monitor market trends for effective plan updates
• Prepare reports and presentations for client meetings

Requirements:
• Post secondary education in finance or related field
• Relevant financial licenses (CSC, CPH, CIM, CFP)
• Experience in wealth management or similar role
• Strong analytical and problem-solving abilities
• Proficiency in financial software and Microsoft Office

Leverage your analytical skills and financial expertise to support clients in achieving their financial goals at CI Assante.
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📌 Wealth Management Investment Advisor (British Columbia)
🏢 CI Financial
📍 British Columbia