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canada Bilingual Financial Advisor & Portfolio Manager

  • Location
    (CANADA) and Vancouver
  • Job Reference
    13223
  • Functional Area/Experience
    Business, Accounting & Finance / 3 Years

Job Description & Qualifications

CI Direct Investing is a subsidiary of CI Financial Corp. CI Financial Corp. (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services.

CI Direct Investing is looking for a full-time bilingual Financial Advisor & Portfolio Manager to join our team in Vancouver (or remote). You will primarily be providing financial advice to our clients in English and French. We have an amazing work culture that is collaborative and supportive with lots of opportunity to grow. We look forward to welcoming you to our team!

What you will do

  • Delivering advice to our clients through phone, email, and chat
  • Collaborating with team members to co-ordinate and improve delivery of advice
  • Contributing to various initiatives such as content and presentations

What you will bring

  • CFP or PFP designation
  • CFA or CIM designation
  • At least 3 years of experience providing financial advice
  • Have the Pl. Fin. designation in Quebec

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


Job Skills/Competencies Required

  • Bilingual in French
  • Thrive in a dynamic work environment
  • Are proficient with technology and have a basic understanding of Microsoft Office, Dropbox, Slack, and G Suite

If you are a passionate, committed and dynamic individual, please submit your resume

Apply now