Financial Advisor National Accounts Team

Elevate your career as a Financial Advisor with CI in a dynamic team setting. Build client relationships while utilizing your investment expertise to drive results.

This role focuses on developing and maintaining relationships for the Assante Financial Management portfolio. You'll engage existing and new clients through various channels, offering tailored financial advice while promoting managed money solutions. Drawing on your organizational and communication skills, you'll work proactively to meet clients' financial planning needs and ensure compliance with industry standards.

Key Responsibilities:

• Develop relationships with clients through multiple contact methods

• Cultivate new business with existing accounts and referrals

• Establish regular investment programs for clients

• Make investment recommendations tailored to client needs

• Resolve client issues with timely follow-up

Requirements:

• Minimum 2 years of client service in investment

• Canadian Securities Course (CSC) and LLQP licensing required

• Strong knowledge of financial markets and mutual funds

• Excellent communication skills, both verbal and written

• Detail-oriented with a commitment to client service

Leverage your investment knowledge and stellar communication skills to support clients effectively at CI Financial.
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