Investment Advisor

2 weeks ago

Winnipeg, Manitoba, Canada CI Financial Full time
Investment Counsellor Role

At CI Financial, we're seeking a highly skilled Investment Counsellor to join our Private Client Group. As a key member of our team, you'll work closely with clients, advisors, and other stakeholders to provide exceptional investment management services.

Key Responsibilities:
  • Meet with clients and advisors to discuss investment goals and strategies
  • Determine appropriate asset allocation and construct client portfolios
  • Provide regular economic, market, and portfolio performance reviews
  • Ensure ongoing exchange of information with clients and advisors
Requirements:
  • University degree in business or related field
  • Eligibility for licensing by the British Columbia Securities Commission
  • CIM Designation and/or CFA Charter; CFP designation is considered an asset
  • Excellent communication and interpersonal skills
  • Ability to travel up to 10-15% of the time
What We Offer:
  • Competitive compensation package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

We're committed to creating a diverse and inclusive workplace. If you're passionate about investment management and have the skills and experience we're looking for, we encourage you to apply.

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