Investment Advisor

18 hours ago

Halifax, Canada CI Financial Full time

Join to apply for the Investment Advisor role at CI Financial Description 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 Summary We are seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends. What You Will Do 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. What You Will Bring Post Secondary education in related field. Relevant financial licenses (CSC, CPH, CIM, CFP). 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. 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 Fitness Membership Discounts Paid Volunteer Day Location & Salary Halifax, Nova Scotia, Canada Salary: CA$120,000.00 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. #J-18808-Ljbffr

  • Investment Advisor

    2 weeks ago

    Halifax, Canada CI Financial Corp. Full time

    Description 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...

  • Investment Advisor — Grow Client Portfolios

    18 hours ago

    Halifax, Canada CI Financial Full time

    A financial services company in Halifax is seeking a detail-oriented Investment Advisor to manage client portfolios and develop financial strategies. Candidates should possess relevant financial licenses and proven experience in wealth management. This role demands strong analytical and interpersonal skills as well as proficiency in financial software. The...

  • Investment Analyst

    26 minutes ago

    Halifax, Canada Ocean Capital Holdings Limited Full time

    Ocean Capital Holdings Limited is a privately held company located in Saint John, NB with interests across a number of business lines, including broadcasting, real estate, construction and service. Our purpose is to have winning businesses and great people, all contributing to better communities. We unlock the potential of our businesses through imagination...

  • Financial Advisor

    19 hours ago

    Halifax, Canada Assante Hydrostone Full time

    Financial Advisor Assante Hydrostone is seeking a dedicated Financial Advisor to join our team in Halifax's historic Hydrostone district. We are looking for a professional who has built a strong foundation (5+ years) and is now looking to advance their career in a full-service wealth management firm. This is an ideal role for an advisor who is ready to offer...

  • Financial Advisor

    2 weeks ago

    Halifax, Canada Alba Inc. Full time

    **About the Role**: The Financial Advisor will be responsible for communicating directly with clients regarding their investments and general inquiries, maintaining current knowledge of investment markets, practices and trends and integrating them into client and advisor conversations, and ensuring that the highest level of customer service is provided at...

  • Financial Advisor

    2 weeks ago

    Halifax, Nova Scotia, Canada Assante Hydrostone Full time

    Job Title: Financial AdvisorLocation: Halifax, NS (Hydrostone District)The OpportunityAssante Hydrostone is seeking a dedicated Financial Advisor to join our team in Halifax's historic Hydrostone district. We are looking for a professional who has built a strong foundation (5+ years) and is now looking to advance their career in a full-service wealth...

  • Investment Ops

    1 hour ago

    Halifax, Canada Christianson Financial Limited. Full time

    Are you someone who is process-driven, enjoys working within established guidelines and ensuring investment portfolios and operations run smoothly? Do you love working with numbers? If so, we’d love to hear from you. Christianson Financial Limited is looking for an **Investment Ops & Portfolio Analyst** with experience in portfolio operations, investment...

  • Financial Advisor

    19 hours ago

    Halifax, Canada RBC Full time

    Apply for the Financial Advisor role at RBC. What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high‑value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help...

  • Mortgage Advisor

    1 week ago

    Halifax, Canada Scotiabank Full time

    Requisition ID: 145894 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: As a Home Financing Advisor (Mortgage Advisor) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers,...

  • Financial Advisor

    2 weeks ago

    Halifax, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...