Associate - 1 year contract

At CI Private Wealth, we seek an Associate to provide on-going support to Senior Principals, Principals, and Associate Principals, with respect to maintenance of client relationships, preparation of materials for client meetings, and management of client requests. The successful candidate will have 1-3 years of experience in the financial services industry, a post-secondary education, and excellent administrative, communication, and problem-solving skills.

Requirements

• Post secondary education
• 1-3 years experience in the financial services industry
• Successful completion of Canadian Securities Course
• Previous customer service training
• Strong administrative skills and attention to detail
• Superior verbal and written communication skills
• Demonstrated excellence in client service
• Proficiency in Excel
• Strong analytical and problem-solving abilities

Benefits

• Health insurance coverage
• Wellness programs
• Life and disability insurance
• Retirement savings plans
• Paid leave programs
• Education-related programs
• Paid holidays and vacation time