Step into the role of Financial Advisor at CI Financial, enhancing client engagement and investment strategies. Leverage your sales expertise and exceptional client service skills in a team-oriented environment.

This position offers the chance to advance within the National Accounts team, managing relationships for the Assante Financial Management book. You will require at least two years of experience in the investment industry, where you will proactively service clients and help establish regular savings programs.

Key Responsibilities: • Service and grow relationships via phone and meetings • Identify client goals and financial planning needs • Make investment recommendations on managed solutions • Address client inquiries and initiate follow-ups • Work collaboratively and independently

Requirements: • 2+ years of sales and client service experience • CSC and LLQP licenses essential • Solid understanding of financial markets • Proven communication and relationship-building skills • Detail-oriented and results-driven approach

Elevate your career by delivering exceptional financial advice at CI Financial. #J-18808-Ljbffr

📌 Client-Focused Financial Advisor at CI (Winnipeg)
🏢 CI Financial
📍 Winnipeg