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Financial officer • brandon mb
Investment Advisor
CI FinancialBrandon, MB, CACorrections Officer & Juvenile Counsellor Training Program - Southwest Region
MMF Métis YouthBrandon, MB, CAInsurance Sales Producer
Western Financial GroupBrandon, MB, CACA Financial Advisor
Edward JonesBrandon, MB, CAFinancial Worker (Revised)
Manitoba GovernmentBrandon MBFinancial Planner, Investment & Retirement Planning
RBCBrandon, MB, CAFinancial Planner, Relationship Manager
Royal Bank of CanadaBRANDON, Manitoba, CanadaDirector Wealth Management
Sunrise Credit UnionBrandon, MB, CARemote Support Representative - $21.50 / hour
Tim's FinancialBrandon, ManitobaExperienced Officer - Brandon Police Service
City of BrandonBrandon, Manitobacontroller - financial services
Brandon UniversityBrandon, MB, CAAssessment Officer
eBrandonBrandon, MB, CA- New!
Security Officer
Prairie Mountain HealthBrandon, MB, CABranch Leader : Retail Banking & Customer Experience
BMO Financial GroupBrandon, MB, CAadministrative officer
Assiniboine Community CollegeBrandon, MB, CAAssessment Officer
Government of ManitobaBrandon, MB, CAController & Financial Systems Leader
Academica GroupBrandon, MB, CAFinancial Planner, Relationship Manager
Royal Bank of Canada>BRANDON, Canada- Promoted
Investment Advisor
CI Financial Corp.Brandon, MB, Canada- Brandon, MB (from $ 58,673 to $ 269,874 year)
- Sudbury, ON (from $ 60,197 to $ 269,287 year)
- Vaughan, ON (from $ 92,788 to $ 269,077 year)
- North York, ON (from $ 83,116 to $ 265,837 year)
- Toronto, ON (from $ 78,000 to $ 264,857 year)
- Old toronto, ON (from $ 78,000 to $ 264,659 year)
- Montreal, QC (from $ 63,804 to $ 263,359 year)
- Vancouver, BC (from $ 65,210 to $ 263,136 year)
- Winnipeg, MB (from $ 53,005 to $ 262,927 year)
- Burlington, ON (from $ 116,513 to $ 259,306 year)
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Investment Advisor
CI FinancialBrandon, MB, CA- Full-time
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 seeking a diligent and detail-oriented Investment Advisor to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.
WHAT YOU WILL DO
- Assist in the development and implementation of financial plans and strategies.
- Analyze financial data to determine the best investment strategies for clients.
- Maintain regular contact with clients to understand their financial needs and goals.
- Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
- Prepare reports on client accounts and create presentations for client meetings.
- Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
- Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
- Ensure compliance with financial regulations and adhere to company policies and procedures.
- Participate in continuing education and training programs to stay current with industry standards and trends.
- Provide administrative support as needed.
WHAT YOU WILL BRING
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.
WHAT WE OFFER
CI Financial Corp. and all of our affiliates 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, please contact accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
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