Investment Advisor
3 weeks ago
Investment Advisor Join to apply for the Investment Advisor role at CI Financial. 1 day ago Be among the first 25 applicants. About CI Financial 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. Key Responsibilities Assist in the development and implementation of financial plans and strategies. Analyze financial data to determine the best investment strategies for clients. Maintain regular contact with clients to understand their financial needs and goals. Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments. Prepare reports on client accounts and create presentations for client meetings. Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice. Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments. Ensure compliance with financial regulations and adhere to company policies and procedures. Participate in continuing education and training programs to stay current with industry standards and trends. Provide administrative support as needed. Qualifications Post Secondary education in related field. Licensed with CIRO. Relevant financial licenses (CSC, CPH, LLQP). Proven experience in wealth management or a related field. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Ability to manage multiple work flows simultaneously. Proficiency in financial software and Microsoft Office Suite. High level of integrity and professionalism. Seniority & Employment Seniority level: Mid-Senior levelEmployment type: OtherJob function: Finance and Sales Company Overview 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. What We Offer Modern HQ location within walking distance from Union Station Equipment Purchase Program Training Reimbursement Paid Professional Designations Employee Share Purchase Program (ESPP) Corporate Discount Program Enhanced group benefits Parental Leave Top‑up program Fitness membership discounts Volunteer paid days Contact & Equality Statement 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. Disclaimer Only qualified candidates selected for an interview will be contacted. #J-18808-Ljbffr
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Portfolio Manager
2 weeks ago
Toronto, Canada Purpose Advisor Solutions Full timeCompany Description **Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose...
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Inside Sales – Investment Funds
2 weeks ago
Toronto, Canada Caldwell Investment Management Ltd. Full timeA leading investment management firm in Toronto seeks an Inside Sales Representative to join their Sales Team. The ideal candidate will have 4-5 years of inside sales experience in financial services, a Bachelor's degree in a relevant field, and excellent interpersonal skills. Responsibilities include promoting investment products to advisors and maintaining...
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Inside Sales – Investment Funds
4 weeks ago
Toronto, Canada Caldwell Investment Management Ltd. Full timeA leading investment management firm in Toronto seeks an Inside Sales Representative to join their Sales Team. The ideal candidate will have 4-5 years of inside sales experience in financial services, a Bachelor's degree in a relevant field, and excellent interpersonal skills. Responsibilities include promoting investment products to advisors and maintaining...
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Inside Sales – Investment Funds
4 weeks ago
Toronto, Canada Caldwell Investment Management Ltd. Full timeA leading investment management firm in Toronto seeks an Inside Sales Representative to join their Sales Team. The ideal candidate will have 4-5 years of inside sales experience in financial services, a Bachelor's degree in a relevant field, and excellent interpersonal skills. Responsibilities include promoting investment products to advisors and maintaining...
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Inside Sales – Investment Funds
1 week ago
Toronto, Canada Caldwell Investment Management Ltd. Full timeA leading investment management firm in Toronto seeks an Inside Sales Representative to join their Sales Team. The ideal candidate will have 4-5 years of inside sales experience in financial services, a Bachelor's degree in a relevant field, and excellent interpersonal skills. Responsibilities include promoting investment products to advisors and maintaining...
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Advisor Experience Manager
15 hours ago
Toronto, Canada Purpose Advisor Solutions Full timeCompany Description **_ Location: Toronto, Montreal_** **Purpose Unlimited** is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved...
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Investment Advisor
2 weeks ago
Toronto, Ontario, Canada Leede Financial Inc. Full time $60,000 - $120,000 per yearCompany DescriptionLeede Financial Inc. is a mid-size, employee-owned national investment firm dedicated to providing personalized financial advice. With roots tracing back to 1965, we prioritize forming close relationships with our clients and delivering impartial guidance without the influence of bank or life insurance company ownership. Supported by over...
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Investment Advisor
4 weeks ago
Toronto, Canada RBC Dominion Securities Full timeJoin to apply for the Investment Advisor role at RBC Dominion Securities 2 days ago Be among the first 25 applicants Join to apply for the Investment Advisor role at RBC Dominion Securities Get AI-powered advice on this job and more exclusive features. Grow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help...
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Investment Advisor
4 weeks ago
Toronto, Canada RBC Dominion Securities Full timeJoin to apply for the Investment Advisor role at RBC Dominion Securities2 days ago Be among the first 25 applicantsJoin to apply for the Investment Advisor role at RBC Dominion SecuritiesGet AI-powered advice on this job and more exclusive features.Grow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your...
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Investment Advisor
4 weeks ago
Toronto, Canada RBC Dominion Securities Full timeJoin to apply for the Investment Advisor role at RBC Dominion Securities2 days ago Be among the first 25 applicantsJoin to apply for the Investment Advisor role at RBC Dominion SecuritiesGet AI-powered advice on this job and more exclusive features.Grow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your...
