Investment Advisor

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:

• Build and nurture relationships with new and existing clients through phone email and both virtual and in-person meetings.
• Drive new business by consolidating assets and generating referrals from clients and advisors within your territory.
• Establish regular savings and investment programs helping clients identify their goals and financial planning needs which will be reviewed and updated regularly.
• Provide investment recommendations and promote the benefits of managed money solutions to clients and prospects.
• Ensure full compliance with all regulatory and industry requirements.
• Address client concerns promptly providing timely updates and following up on research as needed.
• Work effectively both independently and as part of a team.

What You Will Bring:

• A minimum of 5 years of sales and client service experience in the investment industry.
• Securities Licence.
• CFP PFP CIM or another recognized professional planning designation considered an asset.
• Insurance registration or the ability to obtain an insurance license is an asset.
• Strong knowledge of financial markets and a solid understanding of mutual funds stocks ETFs and other financial instruments.
• Excellent client service skills and experience in a sales-focused role.
• Experience with financial planning software and delivering financial plans is an asset.
• In-depth knowledge of relevant securities legislation and SRO rules and regulations.
• Exceptional communication skills: verbal written and presentation.
• Detail-oriented professional analytical with a positive attitude and genuine commitment to client service.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is$70000 to $90000. Exact salary depends on several factors such as experience skills education and budget. Salary range may vary based on geographic addition to base salary this position is eligible for participation in a bonus 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.

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.

A Supportive Environment for Success

We offer an in-office environment competitive benefits and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Topup program
• Paid time off for Volunteering

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 or call ext. 4747.