Associate, Private Client Management

1 day ago

Bedford, Canada CI Financial Full time

Location: Bedford, NS, Canada
Date Posted: Oct 31, 2025
Requisition ID: JR4566-
**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.
- We are currently seeking an Associate to join our Private Client Group. In this role, the Associate will support the Investment Counsellor for the Atlantic region, focusing on clients with assets in excess of $3 million.
- **WHAT YOU WILL DO**- The associate will support the Investment Counsellor in preparation for client meetings, including creation and editing of slide decks, macroeconomic or market related research and commentary, analysis of client portfolios, investment taxation and income planning, assisting with the investment policy process and portfolio design and updating client relationship management (CRM) information.
- The position may also include research on specific equity positions or sectors, portfolio construction analysis and suggestions and scenario analysis related to portfolio changes, including tax implications, diversification, volatility and total return and attending client or advisor meetings.
- There may be some administrative support work, including the onboarding of new clients, during busier periods.
- This position is geared for an individual aspiring to move into an Investment Counsellor role within 24 months due to the strong growth of the Private Client Group within the region.
- The role is part of a broader team of Wealth Planning professionals delivering a holistic investment and wealth planning experience to clients. While the Associate’s role is primarily to support the Investment Counsellor, they will collaborate closely with the Atlantic Wealth Planning team and may also assist the referring advisors with 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
- Completion or enrollment in either the Certified Investment Manager (CIM) or Chartered Financial Analyst program (CFA) as this individual is expected to be licensed as an associate portfolio manager/associate advising rep with discretionary investment management authority within 2 years.
- Ability to interact effectively with various types of people (advisors, assistants, HNW clients)
- Must be able to travel - there is the possibility of up to 20% travel, generally within Atlantic Canada
- 3-5 years of relevant work experience in the financial services industry.
- Opportunity to advance into an Investment Counsellor role upon obtaining required licenses and registrations.- We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
- **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
- Paid time off for Volunteering

  • Associate, Private Client Management

    3 days ago

    Bedford, 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...

  • Associate, Private Client Management

    7 days ago

    Bedford, Canada CI Financial 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 so. We...

  • Private Client Associate — Path to Investment Counsellor

    7 days ago

    Bedford, Canada CI Financial Full time

    A leading financial services firm in Bedford, Nova Scotia, is looking for an Associate to support the Investment Counsellor. This role includes client meeting preparation, portfolio analysis, and market research, with a pathway to advance into an Investment Counsellor position. Candidates should have a degree in business and relevant industry experience....

  • Client Service Administrator

    6 days ago

    Bedford, Nova Scotia, Canada Assante Wealth Management Full time

    JSummary of Role:We're currently seeking a Client Service Administrator for a permanent opportunity with our financial services office in the Bedford, Nova Scotia area. The successful candidate will be responsible for a variety of administrative tasks in the day to day operations of an established financial planning practice.. There is an opportunity for...

  • Client Support

    1 day ago

    Bedford, Canada Beauty Pro Distribution Inc. Full time

    **CLIENT SUPPORT / SALES ASSOCIATE **BASED IN BEDFORD, NOVA SCOTIA Beauty Pro Supplies is one of Canada’s leading and trusted industry wholesale distributors to Canadian Beauty, Skin + Aesthetic Professionals. Our multiple e-commerce brand platforms wholesale products and equipment for salons, spas, aestheticians and beauty businesses across Canada This...

  • Clinic Experience Associate

    2 weeks ago

    Bedford, Canada CBI Health Full time

    **Clinic Experience Associate - Bedford, NS**: **_ This is a fixed-term role with an expected duration of 12 months._** **About Rehabilitation Services** CBI Health's Rehabilitation Services supports both the physical and mental health and well-being of Canadians from coast to coast. We provide rehabilitation services through our community-based healthcare...

  • Customer Experience Associate

    16 hours ago

    Bedford, Nova Scotia, Canada Scotiabank Full time

    Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.Our Customer...

  • Customer Experience Associate

    2 weeks ago

    Bedford, Canada Scotiabank Full time

    Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.Title: Customer Experience Associate - Bedford Commons, NS (15 Hours/ WeeK)Requisition ID: 246779Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs...

  • Customer Experience Associate

    3 weeks ago

    Bedford, Canada Scotiabank Full time

    Select how often (in days) to receive an alert: Title: Customer Experience Associate - Bedford West, NS (26.25 Hours/ Week) Requisition ID: 246693 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of our branches....

  • Associate Financial Advisor

    16 hours ago

    Bedford, Nova Scotia, Canada Titan Oak Financial Services Inc Full time

    Job SummaryTitan Oak Financial Services Inc is an agency of Sun Life. We serve our clients in Wealth Management, Life Insurance and Group Retirement and Benefit plans.We are seeking a dedicated and knowledgeable Associate Financial Advisor to join our team. The ideal candidate will possess a strong background in financial services and demonstrate exceptional...