Financial Advisor

Résumé du poste

The Financial Advisor will manage and develop client relationships for the Assante Financial Management book of business while providing investment advice and portfolio services. They are responsible for identifying client financial goals, promoting managed money solutions, and ensuring adherence to all regulatory and compliance standards.

Détails du poste

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 National Accounts team. In this role, the Financial Advisor will develop and maintain the relationships for the Assante Financial Management book of business. 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. WHAT YOU WILL DO Service and proactively develop relationships with new and existing clients through phone contact, correspondence and in person meetings. Cultivate new business through consolidation of assets and referrals from existing clients and advisors in the territory. Establish a regular savings and investment program for clients by helping them identify goals and identify basic financial planning needs which are periodically reviewed and updated. Make suitable investment recommendations including promoting the benefits of managed money solutions to clients and prospects. Adhere to all compliance and regulatory requirements. Provide timely information, investigate and resolve client issues and initiate follow up on research efforts. Ability to work independently and in a team environment. WHAT YOU WILL BRING A minimum of 2 years sales and client service experience within the investment industry. Canadian Securities Course (CSC) and LLQP licensing required CFP, CIM & other licensing are an asset 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. 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. WHAT YOU CAN EXPECT FROM US Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through: Recognition & Compensation Training & Development Health & Well-being Communication & Feedback This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $70,000 to $90,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company. 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. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. A Supportive Environment for Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. WHAT WE OFFER Modern HQ location within walking distance from Union Station 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. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

Ce que vous ferez

The Financial Advisor will manage and develop client relationships for the Assante Financial Management book of business while providing investment advice and portfolio services. They are responsible for identifying client financial goals, promoting managed money solutions, and ensuring adherence to all regulatory and compliance standards.

Exigences

Candidates must have at least 2 years of sales and client service experience within the investment industry along with Canadian Securities Course (CSC) and LLQP licensing. Strong knowledge of financial markets, mutual funds, and excellent communication skills are essential for this role.

Avantages

• Health insurance • Wellness programs • Life insurance • Disability insurance • Retirement savings plans • Paid leave • Education-related programs • Paid holidays • Vacation time • Training reimbursement • Professional designation support • Employee savings plan • Corporate discount program • Enhanced group benefits • Parental leave top-up • Paid time off for volunteering

Compétences indiquées

• Service à la clientèle · Souhaitée
• Compliance · Souhaitée
• Vente · Souhaitée
• Financial planning · Souhaitée
• Communication Skills · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial advisory
• Relationship management
• Investment knowledge
• Communication skills
• Portfolio management
• Financial planning
• Sales
• Client service
• Mutual funds
• Securities legislation
• Compliance
• Regulatory requirements
• Analytical skills
• Presentation skills
• Outbound calling
• Asset Consolidation
• Outbound Calls
• Continuous Development
• Sales Prospecting
• Curiosity
• Time Off Management
• Positivity
• Research
• Asset Management
• Management
• Investments
• Certified Financial Planner
• Customer Service
• Communication
• Financial Services
• Financial Management
• Financial Market
• Financial Planning
• Innovation
• Legislation
• Presentations
• Wealth Management
• Regulatory Requirements
• Writing
• Team Oriented
• Securities (Finance)
• Detail Oriented

Domaines d’emploi

• Finance & Accounting
• Sales
• Customer Service & Support
• Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors