CI Financial is seeking a Licensed Associate to join the Assante team in Canada. The role focuses on helping clients build robust financial plans, analyze investments, and support Wealth Advisors with insightful service.
The ideal candidate brings post-secondary education, recognized licenses, and a client‑facing mindset. This onsite position offers a competitive salary and comprehensive benefits.
Our group is growing, and we are hiring a Licensed Wealth Planning Assistant in Southwestern Ontario, Canada.
Learn more about the Licensed Wealth Planning Assistant role in the description above.
We appreciate your interest in this position.
Join CI Financial and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Licensed Wealth Planning Assistant role at CI Financial, based in Southwestern Ontario, Canada.
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