Become a Financial Advisor at CI Financial, where you'll enhance client relationships and provide expert advice on investment portfolios. Work in a supportive environment while utilizing your communication and organizational skills.
CI Financial seeks a Financial Advisor who can drive success in client relationships for the Assante Financial Management book. With a minimum of two years in sales and client service, you will actively develop business through asset consolidation and implement regular investment programs for clients.
Key Responsibilities:
• Cultivate existing and recent client relationships
• Help clients identify financial planning needs
• Recommend suitable managed money solutions
• Ensure adherence to compliance regulations
• Handle communication and resolve client issues
Requirements:
• 2+ years of relevant sales and service experience
• Canadian Securities Course and LLQP licenses required
• Strong knowledge of financial markets
• Excellent communication skills, both written and verbal
• Detail-oriented and client-focused mindset
Utilize your financial expertise to create lasting relationships at CI Financial.
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📌 Investment Industry Financial Advisor Role (Toronto)
🏢 CI Financial
📍 Toronto