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Investment Counsellor
Investment CounsellorCI Financial • Toronto, Ontario, CA
Investment Counsellor

Investment Counsellor

CI Financial • Toronto, Ontario, CA
30+ days ago
Job type
  • Full-time
Job 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.

Financière CI est une société indépendante offrant des services de conseil en gestion de patrimoine et en gestion d’actifs à l’échelle mondiale par le biais d’un groupe diversifié de sociétés de services financiers. Depuis 1965, nous anticipons les besoins changeants des investisseurs et y répondons de manière fiable. Nous sommes animés par la volonté d’offrir aux particuliers et aux institutions des investissements et des conseils de la plus haute qualité. Notre engagement à fournir les niveaux de rendement les plus élevés signifie que, peu importe leur poste, les employés de CI doivent être à l’aise dans un environnement trépidant qui les poussera à exploiter tout leur potentiel. Les employés qui font preuve d’un degré d’ambition élevé, d’une volonté de faire preuve de curiosité intellectuelle pour apprendre en permanence et d’une disposition à se dépasser s’épanouissent chez CI.

Chez CI, nous considérons qu’un excellent lieu de travail est un endroit où chacun peut s’exprimer en toute sécurité, où les employés ont la possibilité de s’investir dans un travail valorisant, où ils ont l’occasion de se dépasser pour progresser, où ils peuvent travailler sur des produits et des projets innovants, et où ils sont soutenus et encouragés à le faire.

APERÇU DU POSTE

Nous sommes actuellement à la recherche d’un conseiller en placement pour se joindre à notre groupe Clientèle privée. Dans ce rôle, le conseiller en placement travaille avec nos solutions de Clientèle privée, en se concentrant sur des clients détenant des actifs de plus de 3 millions de dollars. Il rencontre des clients existants et potentiels, ainsi que les conseillers qui ont recommandé notre programme à ces clients. Le conseiller en placement détermine la répartition d’actifs appropriée, élabore et surveille les portefeuilles des clients principalement à l’aide de notre questionnaire sur la politique de placement et de notre logiciel d’élaboration de la politique de placement. Le conseiller en placement présente régulièrement aux clients des analyses économiques, de marché et de performance du portefeuille et veille à un échange continu d’information en ce qui concerne la situation financière globale du client.

Le rôle fait partie d’une équipe plus large de professionnels de la planification du patrimoine offrant une expérience globale en matière de placement et de planification du patrimoine aux clients. Bien que le rôle principal du conseiller en placement soit de gérer la relation de gestion des placements avec les clients, il peut également aider les conseillers référents dans la recherche de nouveaux clients et les activités de vente. Le rôle nécessite également la capacité d’offrir un niveau de service supérieur aux clients à valeur nette élevée et aux conseillers référents. La rémunération comprend un salaire de base et une prime.

COMPÉTENCES REQUISES

  • Diplôme universitaire en commerce ou dans une discipline connexe
  • Il est obligatoire d’être admissible à l’inscription auprès de l’Autorité des marchés financiers à titre de gestionnaire de portefeuille / représentant-conseil avec pouvoir discrétionnaire au moment de l’embauche.
  • Titre de CIM et/ou titre CFA; le titre de CFP est considéré comme un atout
  • Capacité à interagir efficacement avec différents types d’intervenants (conseillers, assistants, clients à valeur nette élevée)
  • Capacité à comprendre et à interpréter les solutions d’investissement, les marchés, l’économie et à communiquer à divers publics
  • Doit être disposé à voyager – possibilité de déplacements pouvant atteindre 10 % du temps de travail

WHAT YOU WILL BRING

  • University degree in business or related discipline
  • It is mandatory to be eligible for licensing by the Autorité des Marchés Financieres Commission upon hire as a portfolio manager/advising rep with discretionary authority
  • CIM Designation and/or CFA Charter; CFP designation is considered an asset
  • Ability to interact effectively with various types of people (advisors, assistants, HNW clients)
  • Ability to understand and interpret investment solutions, the markets, the economy and communicate to various audiences
  • Must be able to travel – there is the possibility of up to 10% travel

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.

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Investment Counsellor • Toronto, Ontario, CA

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