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 setting. 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.

📌 Client Focused Financial Advisor At Ci Toronto (Canada)
🏢 CI Financial
📍 Canada