Elevate your career as an Investment Advisor with CI Financial, focusing on client portfolio management and financial strategies. This role empowers you to provide exceptional support in a collaborative team environment.
Join the CI Assante team as a detail-oriented Investment Advisor. You'll assist in developing and implementing client financial plans while analyzing market data to identify effective investment strategies. Your solid understanding of financial planning and experience in wealth management will be vital for supporting the Wealth Advisor and maintaining client relationships.
Key Responsibilities:
• Develop and implement financial plans for clients
• Analyze financial data for best investment strategies
• Maintain regular client contact to understand needs
• Monitor market trends for necessary plan adjustments
• Collaborate with wealth managers for comprehensive advice
Requirements:
• Post Secondary education in a relevant field
• Relevant financial licenses (CSC, CFP, CIM)
• Proven wealth management experience
• Strong analytical and communication skills
• Proficiency in financial software and Microsoft Office
As an Investment Advisor, leverage your analytical skills and industry knowledge to enhance client financial success.
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📌 Investment Advisor at CI Financial (North Bay)
🏢 CI Financial
📍 North Bay
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