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 strong background in financial planning, investment management,



and economic trends.Key Responsibilities:Assist in developing financial plans and investment strategiesAnalyze financial data to guide client investmentsMaintain communication with clients regarding their financial goalsMonitor market trends to adjust financial strategiesPrepare client reports and presentations for meetingsRequirements:Post-secondary education in finance or related fieldRelevant financial licenses (CSC, CFP, CIM)Proven experience in wealth management or financeStrong analytical and communication skillsProficiency in financial software and Microsoft OfficeContribute 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