Financial 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.

Job Overview

We are currently seeking a Financial Advisor to join our Employee Financial Services team. In this role, the financial advisor will develop and maintain the relationships for the Assante Financial Management Employee Accounts Program. Working in a team-oriented environment, you will use your organizational, investment knowledge and exceptional communications skills to provide advice and service existing or new clients with their portfolio of in-house products.

Responsibilities

• 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

Qualifications

• 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

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.

What we offer

• 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. 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.

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