CI Financial Investment Advisor Position

Become an investment advisor with CI Financial, where client management meets a collaborative team environment. Leverage your skills to foster long-term client relationships while enhancing your expertise.

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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