Talent.com
CI Financial
Wealth Advisor & Portfolio ManagerCI Financial • Toronto, ON, CA
Wealth Advisor & Portfolio Manager

Wealth Advisor & Portfolio Manager

CI Financial • Toronto, ON, CA
30+ days ago
Job type
  • Full-time
Job description

Join to apply for the Wealth Advisor & Portfolio Manager role at CI Financial

2 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 initiatives

WHAT YOU WILL BRING

  • At least 3 years of experience providing investment advice
  • CFA or CIM designation required
  • CFP is an asset
  • Ability to be registered as an Advising Representative under section 3.11 NI 31-103
  • Thrive in a dynamic work environment
  • Proficient with technology and have a basic understanding of Microsoft Office

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. A Supportive Environment for Success 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

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Other

Job function

  • Job function

    Finance and Sales

Referrals increase your chances of interviewing at CI Financial by 2x

Get notified about new Wealth Management Advisor jobs in Toronto, Ontario, Canada.

Associate Wealth Advisor, Employee Accounts

ScotiaMcLeod Investment Advisor - National Branch

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Create a job alert for this search

Wealth Advisor & Portfolio Manager • Toronto, ON, CA

Similar jobs

Portfolio Manager, Wealth Advisory & Investment Management

Collins Recruitment GroupToronto, ON, CA
Full-time

Location: Toronto, ON (In-Office).Our client, a highly respected Canadian firm specializing in investment management and multi-family office services, is seeking a Portfolio Manager or Associate Po... Show more

 • Promoted

Uhnw Wealth Advisor: Build Portfolios & Partnerships - C$50,000 - C$100,000 Par An

TDToronto County, Canada
Full-time

Conseiller en gestion de patrimoine recherché pour développer des relations avec des clients aisés, gérer des portefeuilles et vendre des services financiers. Show more

 • Promoted

Wealth Advisor & Portfolio Manager

CI FinancialToronto, Ontario, Canada
Full-time

Wealth Advisor & Portfolio Manager.Be among the first 25 applicants.Wealth Advisor & Portfolio Manager.At CI, we see a great place to work as one that is a safe place for everyone to have a voice, ... Show more

 • Promoted

Wealth Advisor

Nicola WealthToronto, ON, CA
Full-time

About Nicola Wealth: We have a lot to be proud of at Nicola Wealth.Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client r... Show more

 • Promoted

Dynamic Opportunity for Associate Portfolio Managers in Wealth Advisory

ScotiabankMarkham, York region, Canada
Full-time

Step into a rewarding role as an Associate Portfolio Manager, focusing on high-net-worth relationships and growing your investment acumen.This position supports a vibrant and inclusive investment m... Show more

 • Promoted

Wealth Advisor

Connor, Clark & Lunn Private Capital Ltd. (CC&L)Toronto, ON, CA
Full-time

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make.Join one of Canada's largest independent and privately held discretionary investment managers a... Show more

 • Promoted

Dynamic Investment Advisor with a Focus on Wealth Management

Ventum FinancialToronto, ON, CA
Full-time

Become a pivotal Investment Advisor driving client success through expert wealth management strategies.Join an organization dedicated to high-quality service and innovative practices.In this role, ... Show more

 • Promoted

Remote Investment Advisor for AI-Driven Wealth Planning

MercorToronto, ON, CA
Remote
Part-time

A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab.This role involves applying financial expertise to enhance AI systems in wea... Show more

 • Promoted

Capital Advisory Senior Associate Role at MNP

MNPToronto, ON, CA
Full-time

Become a Senior Associate in Capital Advisory at MNP, focusing on innovative financing solutions for diverse clients.Apply your expertise in capital structure assessment and project management.At M... Show more

 • Promoted

Client-First Wealth & Portfolio Advisor

Optimize Financial GroupToronto, ON, CA
Full-time

A financial services firm in Toronto is seeking a dedicated financial advisor to provide client support and investment solutions.This role involves conducting client meetings, understanding financi... Show more

 • Promoted

Hybrid Wealth Growth Advisor - Commission-Based Earnings

National Bank of CanadaToronto
Full-time

A leading financial institution is seeking an Investment Development Specialist to enhance investment growth.This role involves collaborating with mortgage specialists, leading client meetings, and... Show more

 • Promoted

Manager, Fund and Partner Development

CWB GroupToronto, ON, CA
Full-time

Your expertise shapes our business.At the CWB Group, we find fulfillment and inspiration knowing that we are performing meaningful and purposeful work.Every day is a new adventure with opportunitie... Show more

 • Promoted

Associate Investment Advisor

Richardson WealthToronto, ON, CA
Full-time

We are looking for an Associate advisor and Operations Manager in our Toronto location managing client investments, relationships, initiating, implementing and maintaining operations with our advis... Show more

 • Promoted

Associate Investment Advisor for HNW Portfolios

Hunter MercantileToronto, ON, CA
Full-time

A prominent wealth management firm in downtown Toronto seeks an Associate Investment Advisor.The role involves managing HNW clients, contributing to investment strategies, and executing trades.Cand... Show more

 • Promoted

Investment Strategies Advisor at TD Wealth

The Toronto-Dominion Bank (Canada)Markham, ON, CA
Full-time

Join TD Wealth in Markham, Ontario, as a Developing Investment Advisor and enhance your financial advisory skills.This role focuses on building a portfolio for high-net-worth clients with robust tr... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsToronto, ON, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Hybrid Wealth Advisor - Toronto

Nicola WealthToronto, ON, CA
Full-time

A leading wealth management firm in Toronto is seeking an experienced Wealth Advisor to provide financial planning and investment management solutions.You will develop client relationships, deliver... Show more

 • Promoted

Wealth Associate (On-Site)

National BankRichmond Hill, Ontario
Full-time +2

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Show more

 • Promoted

Portfolio Manager

The Successful InvestorToronto, ON, CA
Full-time

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and independe... Show more

 • Promoted

High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLCToronto, ON, CA
Full-time

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Show more