Associate, Private Client Management

Job Description

Job Description

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 an Associate to join our Private Client Group. In this role, the Associate will support the Investment Counsellor for the Atlantic region, focusing on clients with assets in excess of $3 million.

WHAT YOU WILL DO

• The associate will support the Investment Counsellor in preparation for client meetings, including creation and editing of slide decks, macroeconomic or market related research and commentary, analysis of client portfolios, investment taxation and income planning, assisting with the investment policy process and portfolio design and updating client relationship management (CRM) information.
• The position may also include research on specific equity positions or sectors, portfolio construction analysis and suggestions and scenario analysis related to portfolio changes, including tax implications, diversification, volatility and total return and attending client or advisor meetings.
• There may be some administrative support work, including the onboarding of new clients, during busier periods.
• This position is geared for an individual aspiring to move into an Investment Counsellor role within 24 months due to the strong growth of the Private Client Group within the region.
• The role is part of a broader team of Wealth Planning professionals delivering a holistic investment and wealth planning experience to clients. While the Associate’s role is primarily to support the Investment Counsellor, they will collaborate closely with the Atlantic Wealth Planning team and may also assist the referring advisors with prospecting and sales. The role also requires an ability to provide a superior service level to High-Net-Worth Clients and referring advisors. Compensation is comprised of a base salary and bonus.

WHAT YOU WILL BRING

WHAT WE OFFER

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 , or call ext. 4747.