About This Opportunity: Wealth Advisor & Portfolio Manager (Toronto)
CI Financial is currently seeking a Wealth Advisor & Portfolio Manager (Toronto) to join their team in Toronto.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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Join to apply for the Wealth Advisor & Portfolio Manager role at CI Financial2 days ago Be among the first 25 applicants Join to apply for the Wealth Advisor & Portfolio Manager role at CI Financial 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 a Wealth Advisor & Portfolio Manager to join our team. You will primarily be providing financial advice to our clients. We have an amazing work culture that is collaborative and supportive with lots of opportunity to grow.WHAT YOU WILL DO Delivering investment advice to our clients through phone, email, and chat Collaborating with team members to coordinate and improve delivery of investment and financial advice Contributing to various initiativesWHAT YOU WILL BRING At least 3 years of experience providing investment adviceCFA or CIM designation requiredCFP is an asset Ability to be registered as an Advising Representative under section 3.11 NI 31
Position Details
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Employment Type: Senior level Employment type Employment type Other Job function Job function Finance and Sales Referrals increase your chances of interviewing at CI Financial by 2xGet notified about new Wealth Management Advisor jobs in Toronto, Ontario, Canada . Associate Wealth Advisor, Employee Accounts Scotia McLeod Investment Advisor
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Location: Toronto
Key Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join CI Financial?CI Financial offers a supportive work environment in Toronto, where employees can grow and develop their skills. This Wealth Advisor & Portfolio Manager (Toronto) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
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