Jobs Filtered by

canada Financial Advisor

  • Location
    (CANADA) and Saskatoon
  • Job Reference
  • Functional Area/Experience
    Sales / 2 Years

Job Description & Qualifications

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.

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

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

  • 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

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

Apply now