Join CI Financial as a Financial Advisor Assistant, where your skills in financial planning and client management will shine. This role offers a supportive environment focused on professional growth.

As part of the CI Assante team, you will assist in crafting financial strategies, monitor client portfolios, and provide vital support to Wealth Advisors. Your solid analytical abilities will help identify investment opportunities while regular client contact will ensure their objectives are met. Compliance and detailed reporting are key parts of this position.

Key Responsibilities:



• Develop and implement financial plans for clients • Analyze financial data to inform investment strategies • Communicate regularly with clients about their needs • Track market trends and recommend necessary updates • Create reports and prepare client meeting presentations

Requirements: • Post Secondary education in finance or related area • Financial licenses such as CSC and CIM • Proven experience in financial advisory roles • Strong problem-solving and analytical skills • Proficiency in Microsoft Office and financial tools

Leverage your skills in a fulfilling role at CI Financial, ensuring comprehensive financial advice for clients. #J-18808-Ljbffr

📌 Financial Advisor Assistant at CI Assante (Winnipeg)
🏢 CI Financial
📍 Winnipeg