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
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

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

Créer une alerte emploi pour cette recherche

Wealth Advisor & Portfolio Manager • Toronto, ON, CA

Offres similaires

Portfolio Manager, Wealth Advisory & Investment Management

Collins Recruitment GroupToronto, ON, CA
Temps plein

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... Voir plus

 • Offre sponsorisée

Branch Manager – Wealth Management (Toronto)

Capital Markets Advisors LLCToronto, ON, CA
Temps plein

PARTNER: Trading/Capital Markets/Wealth @ Capital Markets Advisors LLC brett.Competitive base + production income + performance bonus + long-term equity opportunity.An established, full-service inv... Voir plus

 • Offre sponsorisée

Wealth Advisor & Portfolio Manager

CI FinancialToronto, Ontario, Canada
Temps plein

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, ... Voir plus

 • Offre sponsorisée

Wealth Advisor

Nicola WealthToronto, ON, CA
Temps plein

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... Voir plus

 • Offre sponsorisée

Investment Advisor Associate

Raymond James Ltd.Toronto, ON, CA
Temps plein +1

Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Senior Financial Ad... Voir plus

 • Offre sponsorisée

Wealth Advisor

Connor, Clark & Lunn Private Capital Ltd. (CC&L)Toronto, ON, CA
Temps plein

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... Voir plus

 • Offre sponsorisée

Dynamic Investment Advisor with a Focus on Wealth Management

Ventum FinancialToronto, ON, CA
Temps plein

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, ... Voir plus

 • Offre sponsorisée

Portfolio Manager

Oakbridge Search PartnersToronto, ON, CA
Temps plein

We are retained by a growing, independent wealth management firm in Toronto to identify a client-focused Portfolio Manager for a key role on their advisory team.Our client is a boutique, conflict-f... Voir plus

 • Offre sponsorisée

Remote Investment Advisor for AI-Driven Wealth Planning

MercorToronto, ON, CA
Télétravail
Temps partiel

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... Voir plus

 • Offre sponsorisée

Capital Advisory Senior Associate Role at MNP

MNPToronto, ON, CA
Temps plein

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... Voir plus

 • Offre sponsorisée

Client-First Wealth & Portfolio Advisor

Optimize Financial GroupToronto, ON, CA
Temps plein

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... Voir plus

 • Offre sponsorisée

Manager, Fund and Partner Development

CWB GroupToronto, ON, CA
Temps plein

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... Voir plus

 • Offre sponsorisée

Associate Investment Advisor

Richardson WealthToronto, ON, CA
Temps plein

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... Voir plus

 • Offre sponsorisée

Associate Investment Advisor for HNW Portfolios

Hunter MercantileToronto, ON, CA
Temps plein

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... Voir plus

 • Offre sponsorisée

Investment Strategies Advisor at TD Wealth

The Toronto-Dominion Bank (Canada)Markham, ON, CA
Temps plein

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... Voir plus

 • Offre sponsorisée

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsToronto, ON, CA
Temps plein

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... Voir plus

 • Offre sponsorisée

Senior Manager, Wealth & Tax Advisory

Baker Tilly Canadatoronto, on, Canada
Temps plein

Senior Manager - Wealth & Tax Advisory.Provide advanced Canadian tax planning and advisory services across personal, corporate, trust, and estate contexts.Partner closely with financial planners to... Voir plus

 • Offre sponsorisée

Senior Compliance Advisor, Wealth Management

Canada LifeToronto, ON, CA
Temps plein

A prominent insurance and financial services firm is seeking a Senior Compliance Advisor in Toronto.This role involves ensuring compliance with regulatory requirements and providing strategic guida... Voir plus

 • Offre sponsorisée

Portfolio Manager

The Successful InvestorToronto, ON, CA
Temps plein

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... Voir plus

 • Offre sponsorisée

High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLCToronto, ON, CA
Temps plein

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... Voir plus