Join CI Financial as a Licensed Associate Advisor and empower clients through exceptional financial strategies. This in-office role focuses on client portfolio management and requires robust analytical skills. As part of the CI Assante team, you will assist in developing tailored financial plans and analyze investment strategies.

Your ongoing client interactions will help gauge their financial aspirations, while monitoring market trends ensures timely updates to strategies. Your collaboration with wealth managers guarantees comprehensive advice tailored to client needs. Key Responsibilities:
Assist in developing and implementing financial strategies
Analyze financial data for optimal investment plans
Maintain regular client communications for ongoing support
Monitor trends and update client strategies as needed
Prepare reports and presentations for client meetings Requirements:
Post-secondary education in a related field
Relevant financial licenses (CSC, CIM, CFP)
Proven wealth management experience
Robust problem-solving and analytical skills
Proficiency in financial software and Microsoft Office Bring your expertise in financial planning and commitment to client success to CI Financial.

📌 Licensed Associate Advisor At Ci Financial London
🏢 CI Financial
📍 London