Licensed Wealth Planning Assistant (Alton)

Licensed Wealth Planning Assistant (Alton)

21 Oct
|
CI Financial
|
Alton

21 Oct

CI Financial

Alton

CI Financial is seeking a Licensed Associate to join the Assante team in Canada. The role focuses on helping clients build robust financial plans, analyze investments, and support Wealth Advisors with insightful service.

The ideal candidate brings post-secondary education, recognized licenses, and a client‐facing mindset. This onsite position offers a market-competitive salary and comprehensive benefits.

📌 Licensed Wealth Planning Assistant (Alton)
🏢 CI Financial
📍 Alton

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