Financial Advisor

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
Job Overview
We are currently seeking a Financial Advisor to join our Employee Financial Services team. In this role, the financial advisor will develop and maintain the relationships for the Assante Financial Management Employee Accounts Program. Working in a team-oriented environment, you will use your organizational, investment knowledge and exceptional communications skills to provide advice and service existing or new clients with their portfolio of in-house products.

Responsibilities   Service existing clients in the Employee Account Program
Ensure asset retention and service excellence primarily over the phone, via correspondence and in person
Provide advice, information and execute trades for clients
Effectively promote benefits of mutual fund and other investment products to clients
Ascertain and analyze client needs and objectives and advise accordingly
Investigate and resolve client issues and initiate follow up on research efforts
Respond to inquiries and complaints in a professional and proactive manner
Qualifications   A minimum of two (2) year sales and client service experience within the investment industry
Strong knowledge of financial markets with a thorough understanding of Mutual funds
Strong client service skills – required to build/maintain relationships with clients, employees and management
Sales ability to handle outbound calls/meetings to/with existing clients.
Post-secondary education, and IFIC or Canadian Securities Course a must.
Insurance, CFP, CIM & other licensing an asset
Bilingual (French/English) an asset
Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations
Excellent communication skills: verbal, written and presentation
Detail oriented, professional and analytical, positive attitude and genuine commitment to client service
Good knowledge of Naviplan, Snap Projections and Morningstar
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
What we offer   Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.

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