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CI Financial Investment Advisor Position
Job in
Burlington, Ontario, Canada
Listed on 2026-06-09
Listing for:
CI Investments Inc.
Full Time
position Listed on 2026-06-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
In this role with the Aligned Capital Partners network, you will use your background of at least five years in investment sales and service to help clients achieve financial success. Your focus will be on building trust and providing tailored financial solutions that emphasize compliance and client satisfaction.
Key Responsibilities:
• Establish strong client connections across all communication platforms
• Generate new business through effective asset consolidation
• Create tailored investment strategies for client needs
• Recommend managed money solutions while ensuring compliance
• Address client inquiries promptly and thoroughly
Requirements:
• Minimum 5 years in investment-focused client service
• Current Securities Licence required
• Professional planning designations like CFP preferred
• Excellent understanding of financial markets and products
• Strong analytical and presentation skills
Contribute to CI Financial’s mission of empowering clients through effective investment strategies.
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