At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on cutting-edge products and projects, and where employees are supported and engaged in doing so. We are seeking a diligent and detail-oriented Licensed Associate to join our CI Assante team. This role requires a strong understanding of financial planning, investment management, and current economic trends. Assist in the development and implementation of financial plans and strategies. Analyze financial data to determine the best investment strategies for clients. Prepare reports on client accounts and create presentations for client meetings. Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments. Ensure compliance with financial regulations and adhere to company policies and procedures. Participate in continuing education and training programs to stay current with industry standards and trends. Provide administrative support as needed. Post Secondary education in related field. Proven experience in wealth management or a related field. Proficiency in financial software and Microsoft Office Suite. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs,



life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.

We offer
an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. Training Reimbursement Corporate Discount Program Parental Leave We are focused on building a diverse and inclusive workforce. and all of our affiliates ("CI") are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.
CI Financial is an independent company offering global wealth management and asset management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

📌 Licensed Associate Advisor (Alton)
🏢 CI Investments
📍 Alton