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 current 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.

📌 Investment Industry Financial Advisor Role (Winnipeg)
🏢 CI Financial
📍 Winnipeg