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CI Financial
Private Client Associate — Path to Investment CounsellorCI Financial • Bedford, NS, CA
Private Client Associate — Path to Investment Counsellor

Private Client Associate — Path to Investment Counsellor

CI Financial • Bedford, NS, CA
30+ days ago
Job type
  • Full-time
Job description
A leading financial services firm in Bedford, Nova Scotia, is looking for an Associate to support the Investment Counsellor. This role includes client meeting preparation, portfolio analysis, and market research, with a pathway to advance into an Investment Counsellor position. Candidates should have a degree in business and relevant industry experience. Opportunities for growth and a focus on high-net-worth clients are key aspects of this position. #J-18808-Ljbffr
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Private Client Associate — Path to Investment Counsellor • Bedford, NS, CA

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