Detail-Oriented Investment Advisor at CI
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-06-05
Listing for:
CI Financial
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Banking & Finance
Job Description & How to Apply Below
CI is seeking a diligent Investment Advisor who will assist in crafting strategies and managing investments. You will analyze data, maintain communication with clients, and ensure plans align with their goals. Staying updated on market trends is crucial to your success in this role.
Key Responsibilities:
• Develop and implement financial plans for clients
• Analyze data to create effective investment strategies
• Maintain regular contact to understand client goals
• Monitor financial trends and adjust plans as needed
• Prepare reports and presentations for client meetings
Requirements:
• Post-secondary education in finance or related field
• Relevant financial licenses such as CSC or CFP
• Proven wealth management experience
• Strong analytical and communication skills
• Proficiency in Microsoft Office Suite
Support clients in achieving financial success with comprehensive advice in a dynamic environment at CI.
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