Investment Advisor

Job summary

The Investment Advisor assists in developing financial strategies and managing client portfolios while providing support to Wealth Advisors. Key duties include analyzing financial data, monitoring market trends, and ensuring compliance with financial regulations.

Job details

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 innovative products and projects, and where employees are supported and engaged in doing so. We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends. WHAT YOU WILL DO: Assist in the development and implementation of financial plans and strategies. Analyze financial data to determine the best investment strategies for clients. Maintain regular contact with clients to understand their financial needs and goals. Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments. Prepare reports on client accounts and create presentations for client meetings. Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice. 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. WHAT YOU WILL BRING: Post Secondary education in related field. Relevant financial licenses (CSC, CPH, CIM, CFP). Proven experience in wealth management or a related field. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to manage multiple work flows simultaneously. Proficiency in financial software and Microsoft Office Suite. High level of integrity and professionalism. This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $70,000 to $90,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. 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. Many of these benefits are subsidized or fully paid for by the company. WHAT WE OFFER Training Reimbursement Paid Professional Designations Employee Share Purchase Program (ESPP) Corporate Discount Program Enhanced group benefits Parental Leave Top–up program Fitness membership discounts Volunteer paid Days We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. 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.recruitment@ci.com, or call 416-364-1145 ext. 4747.

What you’ll do

The Investment Advisor assists in developing financial strategies and managing client portfolios while providing support to Wealth Advisors. Key duties include analyzing financial data, monitoring market trends, and ensuring compliance with financial regulations.

Requirements

Candidates must have post-secondary education in a related field and relevant financial licenses such as CSC, CPH, CIM, or CFP. Proven experience in wealth management and proficiency in financial software are required.

Benefits

• Health Insurance • Wellness Programs • Life Insurance • Disability Insurance • Retirement Savings Plans • Paid Leave Programs • Education-related Programs • Paid Holidays • Vacation Time • Training Reimbursement • Paid Professional Designations • Employee Share Purchase Program (ESPP) • Corporate Discount Program • Enhanced Group Benefits • Parental Leave Top-up Program • Fitness Membership Discounts • Volunteer Paid Days

Listed skills

• Problem solving · Preferred
• interpersonal skills · Preferred
• Compliance · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Financial analysis · Preferred
• Client Relationship Management · Preferred
• Microsoft Office Suite · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Investment Management
• Portfolio Management
• Financial Analysis
• Client Relationship Management
• Economic Trend Analysis
• Compliance
• Problem Solving
• Communication
• Interpersonal Skills
• Microsoft Office Suite
• Financial Software

Job areas

• Finance & Accounting
• Consulting
• Administrative