Top Benefits
About the role
Description
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.
WHAT YOU WILL DO
- Service existing clients in the Employee Account Program
- Ensure asset retention and service excellence primarily over the phone, via correspondence and in person
- Provide advice, information and execute trades for clients
- Effectively promote benefits of mutual fund and other investment products to clients
- Ascertain and analyze client needs and objectives and advise accordingly
- Investigate and resolve client issues and initiate follow up on research efforts
- Respond to inquiries and complaints in a professional and proactive manner
WHAT YOU WILL BRING
- A minimum of two (2) year sales and client service experience within the investment industry
- Strong knowledge of financial markets with a thorough understanding of Mutual funds
- Strong client service skills – required to build/maintain relationships with clients, employees and management
- Sales ability to handle outbound calls/meetings to/with existing clients.
- Post-secondary education, and IFIC or Canadian Securities Course a must.
- Insurance, CFP, CIM & other licensing an asset
- Bilingual (French/English) an asset
- Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations
- Excellent communication skills: verbal, written and presentation
- Detail oriented, professional and analytical, positive attitude and genuine commitment to client service
- Good knowledge of Naviplan, Snap Projections and Morningstar
WHAT YOU CAN EXPECT FROM US
Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:
- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback
If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “Apply”.
Only qualified candidates selected for an interview will be contacted.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. 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. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. 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. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
-
Modern HQ location within walking distance from Union Station
-
Equipment Purchase Program
-
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.
Top Benefits
About the role
Description
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.
WHAT YOU WILL DO
- Service existing clients in the Employee Account Program
- Ensure asset retention and service excellence primarily over the phone, via correspondence and in person
- Provide advice, information and execute trades for clients
- Effectively promote benefits of mutual fund and other investment products to clients
- Ascertain and analyze client needs and objectives and advise accordingly
- Investigate and resolve client issues and initiate follow up on research efforts
- Respond to inquiries and complaints in a professional and proactive manner
WHAT YOU WILL BRING
- A minimum of two (2) year sales and client service experience within the investment industry
- Strong knowledge of financial markets with a thorough understanding of Mutual funds
- Strong client service skills – required to build/maintain relationships with clients, employees and management
- Sales ability to handle outbound calls/meetings to/with existing clients.
- Post-secondary education, and IFIC or Canadian Securities Course a must.
- Insurance, CFP, CIM & other licensing an asset
- Bilingual (French/English) an asset
- Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations
- Excellent communication skills: verbal, written and presentation
- Detail oriented, professional and analytical, positive attitude and genuine commitment to client service
- Good knowledge of Naviplan, Snap Projections and Morningstar
WHAT YOU CAN EXPECT FROM US
Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:
- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback
If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “Apply”.
Only qualified candidates selected for an interview will be contacted.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. 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. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. 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. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
-
Modern HQ location within walking distance from Union Station
-
Equipment Purchase Program
-
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.