Investment Advisor
CI Financial · Toronto, ON
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- On site
- Full-time
- $80,000 / year
- Toronto, ON
Job highlights
- Manage client portfolios and develop financial strategies.
- Analyze market trends for optimal investment strategies.
- Communicate with clients to understand financial goals.
- Collaborate with wealth managers for comprehensive advice.
- Ensure compliance with financial regulations and policies.
About the role
About CI Financial
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 Summary
We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.Key Responsibilities
- Assist in the development and implementation of financial plans and strategies.
- Analyze financial data to determine the best investment strategies for clients.
- Maintain regular contact with clients to understand their financial needs and goals.
- Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
- Prepare reports on client accounts and create presentations for client meetings.
- Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
- Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
- Ensure compliance with financial regulations and adhere to company policies and procedures.
- Participate in continuing education and training programs to stay current with industry standards and trends.
- Provide administrative support as needed.
Qualifications
- Post Secondary education in related field.
- Licensed with CIRO
- Relevant financial licenses (CSC, P CPH, LLQP).
- 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.
Compensation and Benefits
The anticipated base salary range for this position is $70,000 to $90,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. 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.About CI Financial
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
Equal Opportunity
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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.Key skills/competency
- Investment Advisor
- Financial Planning
- Wealth Management
- Client Portfolio Management
- Financial Analysis
- Investment Strategies
- Market Trends
- Client Relations
- Financial Regulations
- Risk Management
Skills & topics
- Investment Advisor
- Financial Planning
- Wealth Management
- Portfolio Management
- Financial Analysis
- Investment Strategies
- Client Relations
- Financial Advisor
- Asset Management
- CI Financial
How to get hired
- Tailor your resume: Highlight your experience in wealth management, financial planning, and client portfolio management, using keywords from the job description like 'Investment Advisor', 'financial strategies', and 'client relations'.
- Showcase your licenses: Clearly list your CIRO license and any relevant financial licenses (CSC, CPH, LLQP) on your resume and application.
- Demonstrate analytical skills: Prepare to discuss how you've analyzed financial data, identified investment opportunities, and adapted strategies based on market trends.
- Highlight communication abilities: Emphasize your experience in client relationship management and your ability to explain complex financial concepts clearly and concisely.
- Prepare for behavioral questions: Be ready to discuss your integrity, professionalism, and how you manage multiple workflows simultaneously in a fast-paced environment.
Technical preparation
Master financial planning software proficiency.,Practice analyzing investment data and market trends.,Review CIRO regulations and compliance procedures.,Prepare to demonstrate proficiency in MS Office Suite.
Behavioral questions
Describe a complex client financial goal.,How do you manage conflicting client needs?,How do you ensure compliance with regulations?,Share an example of adapting to market changes.
Frequently asked questions
- What are the key responsibilities of an Investment Advisor at CI Financial?
- As an Investment Advisor at CI Financial, you will be responsible for assisting in the development and implementation of financial plans, analyzing financial data, managing client portfolios, monitoring market trends, preparing client reports, and collaborating with wealth managers to provide comprehensive financial advice. You will also handle administrative duties and ensure compliance with financial regulations.
- What qualifications are required for the Investment Advisor role at CI Financial?
- To be considered for the Investment Advisor position at CI Financial, you need a post-secondary education in a related field, be licensed with CIRO, and possess relevant financial licenses such as CSC, CPH, and LLQP. Proven experience in wealth management, strong analytical and communication skills, proficiency in financial software, and a high level of integrity are also essential.
- What is the salary range for an Investment Advisor at CI Financial?
- The anticipated base salary range for the Investment Advisor position at CI Financial is $70,000 to $90,000 annually. The exact salary will depend on factors like experience, skills, and education. This role is also eligible for participation in a bonus program.
- Does CI Financial offer benefits to its employees?
- Yes, CI Financial offers a comprehensive benefits package to eligible employees, which includes health insurance, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, and educational support. Many benefits are subsidized or fully paid by the company.
- Is the Investment Advisor position at CI Financial remote, hybrid, or in-office?
- The Investment Advisor position at CI Financial is an in-office role, as stated in the job description under 'A Supportive Environment for Success'. The modern HQ location is within walking distance from Union Station.
- What kind of training and development opportunities are available at CI Financial?
- CI Financial supports employee growth through training reimbursement and paid professional designations. They encourage a curious mindset for continuous learning and provide opportunities to work on innovative products and projects, helping employees stretch themselves and tap into their highest potential.
- How does CI Financial support diversity and inclusion?
- CI Financial is focused on building a diverse and inclusive workforce. They are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities throughout the recruitment process. They encourage applications even if candidates don't meet every qualification.
- How can I apply for the Investment Advisor job at CI Financial?
- To apply for the Investment Advisor job at CI Financial, you should submit your resume by clicking the 'Apply' button. Only qualified candidates selected for an interview will be contacted. If you require accommodations during the application process, please contact accessible.recruitment@ci.com or call 416-364-1145 ext. 4747.