Elevate your career as a Licensed Associate Advisor with CI Financial, where you'll support wealth management and create strategies for clients. Join a agile team focused on innovative solutions and exceptional client relationships.

CI Financial is seeking a detail-oriented Licensed Associate Advisor to join the Assante team. In this pivotal role, you'll assist in managing client portfolios, developing financial strategies, and ensuring compliance with industry regulations. Candidates should have a solid background in financial planning, investment management, and economic trends.

Key Responsibilities:
Assist in developing financial plans and investment strategies
Analyze financial data to guide client investments




Maintain communication with clients regarding their financial goals
Monitor market trends to adjust financial strategies
Prepare client reports and presentations for meetings

Requirements:
Post-secondary education in finance or related field
Relevant financial licenses (CSC, CFP, CIM)
Proven experience in wealth management or finance
Solid analytical and communication skills
Proficiency in financial software and Microsoft Office

Contribute to CI Financial's commitment to providing top-tier investment advice through your expertise in wealth management.

📌 Licensed Associate Advisor At Ci Financial Alton
🏢 CI Investments
📍 Alton