Financial Advisor

4 days ago

Toronto, Canada CI Financial Full time

**ABOUT US**

Founded in 1995, CI Assante Wealth Management is a wholly owned subsidiary of CI Financial and one of Canada’s largest wealth management firms. Our 750 professional advisors, located in communities throughout the country, oversee approximately $39 billion in assets for more than 300,000 clients. CI Assante Wealth Management's services include investment management, retirement planning, tax planning, insurance and estate planning.

**POSITION**:Financial Advisor

**LOCATION**: Vancouver, BC

**STATUS**: Full-time

**JOB OVERVIEW**

We are currently seeking a Financial Advisor to join our National Accounts team. In this role, the Financial Advisor will develop and maintain the relationships for the Assante Financial Management book of business. Working in a team-oriented environment, you will use your organizational, investment knowledge and exceptional communications skills to provide advice and service existing or new clients with their portfolio of in-house products.

**WHAT YOU WILL DO**
- Service and proactively develop relationships with new and existing clients through phone contact, correspondence and in person meetings.
- Cultivate new business through consolidation of assets and referrals from existing clients and advisors in the territory.
- Establish a regular savings and investment program for clients by helping them identify goals and identify basic financial planning needs which are periodically reviewed and updated.
- Make suitable investment recommendations including promoting the benefits of managed money solutions to clients and prospects.
- Adhere to all compliance and regulatory requirements.
- Provide timely information, investigate and resolve client issues and initiate follow up on research efforts.
- Ability to work independently and in a team environment.

**WHAT YOU WILL BRING**
- A minimum of 2 years sales and client service experience within the investment industry.
- ** Canadian Securities Course (CSC)** and LLQP licensing required
- CFP, CIM & other licensing are an asset
- Strong knowledge of financial markets with a thorough understanding of Mutual funds.
- Strong client service skills - required to build/maintain relationships with clients, employees and management.
- Sales ability to handle outbound calls/meetings to/with existing clients.
- Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations.
- Excellent communication skills: verbal, written and presentation.
- Detail oriented, professional and analytical, positive attitude and genuine commitment to client service.

**WHAT 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

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking **“Apply”.**

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