Senior Portfolio Strategist

13 hours ago


London, Ontario, Canada CI Financial Company Full time

We are seeking a skilled Senior Portfolio Strategist to join our team at CI Financial Company. This role will involve providing financial advice to clients and collaborating with colleagues to deliver exceptional investment services.

About the Role

This is an exciting opportunity for a highly motivated individual who is passionate about delivering outstanding results in a fast-paced environment. As a Senior Portfolio Strategist, you will work closely with our clients to understand their financial goals and develop customized investment strategies to meet their needs.

Key Responsibilities
  • Deliver comprehensive investment advice to clients through various channels, including phone, email, and chat
  • Collaborate with colleagues to coordinate and improve delivery of investment and financial advice
  • Contribute to various initiatives aimed at driving business growth and improving client satisfaction
Requirements

To be successful in this role, you will need to have:

  • A minimum of 3 years of experience in providing investment advice
  • A CFA or CIM designation (CFP is an asset)
  • The ability to register as an Advising Representative under section 3.11 NI 31-103
  • Fluency in English and French
  • The ability to thrive in a dynamic work environment
  • Proficiency in technology and a basic understanding of Microsoft Office
What We Offer

In return for your expertise and dedication, we offer a competitive salary range of $80,000 - $120,000 per year, depending on experience. Additionally, you will enjoy a range of benefits, including:

  • A modern HQ location within walking distance from Union Station
  • A flexible & Hybrid Work Program
  • An Equipment Purchase Program
  • Training Reimbursement
  • Paid Professional Designations
  • An Employee Share Purchase Program (ESPP)
  • A Corporate Discount Program
  • Enhanced group benefits
  • A Parental Leave Top–up program
  • Fitness membership discounts
  • Volunteer paid Days
  • Complimentary vending machines
Join Our Team

If you are a motivated and results-driven professional who is passionate about delivering exceptional results, we encourage you to apply for this exciting opportunity. Please submit your resume in confidence by clicking the link below. Only qualified candidates selected for an interview will be contacted.



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