Investment Advisor
CI FinancialToronto, Ontario, Canada
Posted March 3, 2026
Full Time
About the Company
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
Job Description
CI is seeking a diligent and detail-oriented Investment Advisor to join its CI Assante team, assisting in managing client portfolios, developing financial strategies, and providing exceptional support to Wealth Advisors.
Requirements
- Post Secondary education in related field
- Relevant financial licenses (CSC, CPH, CIM, CFP)
- Proven experience in wealth management or a related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to manage multiple work flows simultaneously
- Proficiency in financial software and Microsoft Office Suite
- High level of integrity and professionalism
Benefits
- 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