Financial Advisor for Employee Services

Elevate your career at CI Financial as a Financial Advisor in the Employee Financial Services team. Focus on client relationships, investment knowledge, and exceptional communication in this dynamic role.

As a Financial Advisor, you will develop and manage the relationships within the Assante Financial Management Employee Accounts Program. Collaborating in a team-oriented environment, you will provide advice and service to existing and new clients while ensuring asset retention through effective communication and problem-solving.

Key Responsibilities:

• Service existing clients in the Employee Account Program

• Promote mutual fund and investment products proactively

• Provide accurate and timely advice to clients

• Investigate and resolve client inquiries and issues

• Conduct trades for clients as requested

Requirements:

• Minimum two years in sales and client service in finance

• Strong knowledge of financial markets and mutual funds

• Excellent client relationship management skills

• Post-secondary education, with IFIC/Canadian Securities Course

• Bilingual (French/English) is an asset

Grow your expertise in client service and investment advising with CI Financial.
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