Investment Advisor
2 weeks ago
At CI, we see a great place to work as 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.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.Job SummaryWe 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 DoAssist 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 BringPost 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 OfferModern HQ location within walking distance from Union StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced Group BenefitsParental Leave Top–Up ProgramFitness Membership DiscountsPaid Volunteer DayWe 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. #J-18808-Ljbffr
-
Investment Advisor
2 weeks ago
Halifax, Canada CI Financial Corp. Full timeAt 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 SummaryWe...
-
Investment Advisor
2 weeks ago
Halifax, Canada CI Financial Full timeAt CI, we see a great place to work as 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.Our commitment to the...
-
Developing Investment Advisor
2 weeks ago
Halifax, Canada TD Securities Full timeDeveloping Investment Advisor – Halifax TD Securities – TD Wealth, Private Wealth Management (PWM) Location: Halifax, Nova Scotia, Canada Hours: 37.5 hours per week Line of Business: TD Wealth Pay: $50,000 – $100,000 CAD (base) plus commission Eligibility for commission based earnings. Job Description TD Wealth, Private Wealth Management (PWM) provides...
-
Developing Investment Advisor
2 weeks ago
Halifax, Canada TD Securities Full timeDeveloping Investment Advisor – Halifax TD Securities – TD Wealth, Private Wealth Management (PWM) Location: Halifax, Nova Scotia, Canada Hours: 37.5 hours per week Line of Business: TD Wealth Pay: $50,000 – $100,000 CAD (base) plus commission Eligibility for commission based earnings. Job Description TD Wealth, Private Wealth Management (PWM) provides...
-
Developing Investment Advisor
4 weeks ago
Halifax, Canada TD Full timeDescriptionTD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA...
-
Developing Investment Advisor
2 weeks ago
Halifax, Canada TD Full timeDescriptionTD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA...
-
Investment Advisor
4 weeks ago
Markham, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada PFSL Investments Canada Ltd Full time4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from PFSL Investments Canada LtdWe can change the world, but one person at a time!About the jobPrimerica a leading company in the Financial Services industry in North America is seeking ambitious individuals from all...
-
Associate Investment Funds Advisor
2 weeks ago
Halifax, Canada Services de bien-être et moral des Forces canadiennes - SBMFC Full timeCFMWS - WHERE PURPOSE MEETS PASSION!At Canadian Forces Morale and Welfare Services (CFMWS), we’re more than just a workplace; we’re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their families in their daily lives. We carefully curate and provide programs and services designed to meet their unique needs and enhance...
-
Invest By Phone Advisor, Rbc Advice Centre
2 days ago
Halifax, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Investment Analyst
4 days ago
Halifax, Canada Ocean Capital Holdings Limited Full timeOcean 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...
