Investment Counsellor

7 months ago

Toronto, Canada CI Financial Full time

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.

Discretionary Portfolio Manager for High-Net-Worth Clients

Client meetings and presentations, as well as prospects

Construct balanced portfolios for clients

Provide economic and market commentary to clients and advisors

Pro-active

Strong communication skills

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of 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 that have 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.

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 opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.

JOB OVERVIEW

We are currently seeking an Investment Counsellor to join our Private Client Group. In this role, the Investment Counsellor works with our Private Client solutions, focusing on clients with assets in excess of $3 million. They meet with existing clients, prospective clients and the advisors who have referred the clients to our program. The Investment Counsellor determine the appropriate asset allocation, and construct and monitor client portfolios primarily based on our Investment Policy Questionnaire and Investment Policy construction software. The Investment Counsellor provides economic, market, and portfolio performance reviews with the clients on a regular basis, and ensures ongoing exchange of information takes place as it relates to the client’s total financial picture.

The role is part of a broader team of Wealth Planning professionals delivering a holistic investment and wealth planning experience to clients. While the Investment Counsellor's primary role is to manage the investment management relationship with the clients, they may also assist the referring advisors in prospecting and sales. The role also requires an ability to provide a superior service level to High-Net-Worth Clients and referring advisors. Compensation is comprised of a base salary and bonus.

WHAT YOU WILL BRING
- University degree in business or related discipline
- It is mandatory to be eligible for licensing by the Ontario Securities Commission upon hire as a portfolio manager/advising rep with discretionary authority
- CIM Designation and/or CFA Charter; CFP designation is considered an asset
- Ability to interact effectively with various types of people (advisors, assistants, HNW clients)
- Ability to understand and interpret investment solutions, the markets, the economy and communicate to various audiences
- Must be able to travel - there is the possibility of up to 10%-15% travel

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

CI_ONT

LI-HYBRID

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.

WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- 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

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