Wealth Advisor & Portfolio Manager

Join to apply for the Wealth Advisor & Portfolio Manager role at CI Financial

2 days ago Be among the first 25 applicants

Join to apply for the Wealth Advisor & Portfolio Manager role at CI Financial

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. We are currently seeking a Wealth Advisor & Portfolio Manager to join our team. You will primarily be providing financial advice to our clients. We have an amazing work culture that is collaborative and supportive with lots of opportunity to grow.
WHAT YOU WILL DO

• Delivering investment advice to our clients through phone, email, and chat
• Collaborating with team members to coordinate and improve delivery of investment and financial advice
• Contributing to various initiatives

WHAT YOU WILL BRING

• At least 3 years of experience providing investment advice
• CFA or CIM designation required
• CFP is an asset
• Ability to be registered as an Advising Representative under section 3.11 NI 31-103
• Thrive in a dynamic work environment
• Proficient with technology and have a basic understanding of Microsoft Office

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 Top–up 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 at [email protected], or call 416-364-1145 ext. 4747.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Other

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at CI Financial by 2x

Get notified about new Wealth Management Advisor jobs in Toronto, Ontario, Canada.

Associate Wealth Advisor, Employee Accounts

ScotiaMcLeod Investment Advisor - National Branch

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr