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Senior Investment Advisor - Client & Strategy
Job in
Burlington, Ontario, Canada
Listed on 2026-02-25
Listing for:
CI Financial
Full Time
position Listed on 2026-02-25
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A dynamic investment firm in Burlington is looking for an Investment Advisor to manage client portfolios and develop financial strategies. The role involves building strong relationships with clients, providing investment recommendations, and ensuring compliance with industry regulations. Ideal candidates should have at least 5 years of experience in the investment sector, relevant licenses, and a strong understanding of financial markets.
The firm offers a competitive salary ranging from $70,000 to $90,000, participation in a bonus program, and various employee benefits.
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Position Requirements
10+ Years
work experience
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