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Licensed Associate Advisor
Job in
Thunder Bay, Ontario, O7B, Canada
Listed on 2026-10-16
Listing for:
CI Financial
Full Time
position Listed on 2026-10-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Join CI Financial as a Licensed Associate Advisor and empower clients through exceptional financial strategies. This in-office role focuses on client portfolio management and requires strong analytical skills.
As part of the CI Assante team, you will assist in developing tailored financial plans and analyze investment strategies. Your ongoing client interactions will help gauge their financial aspirations, while monitoring market trends ensures timely updates to strategies. Your collaboration with wealth managers guarantees comprehensive advice tailored to client needs.
Key Responsibilities:
• Assist in developing and implementing financial strategies
• Analyze financial data for optimal investment plans
• Maintain regular client communications for ongoing support
• Monitor trends and update client strategies as needed
• Prepare reports and presentations for client meetings
Requirements:
• Post-secondary education in a related field
• Relevant financial licenses (CSC, CIM, CFP)
• Proven wealth management experience
• Strong problem-solving and analytical skills
• Proficiency in financial software and Microsoft Office
Bring your expertise in financial planning and commitment to client success to CI Financial.
Position Requirements
10+ Years
work experience
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