Job Title

At CI Financial, we believe in fostering an environment where everyone has a voice, is empowered to drive meaningful work, and is supported in innovative projects and career growth. We are seeking a diligent and detail-oriented Licensed Associate 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. Assist in the development and implementation of financial plans and strategies. Analyze financial data to determine the best investment strategies for clients. Prepare reports on client accounts and create presentations for client meetings. 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. Post Secondary education in related field. Relevant financial licenses (CSC, CPH, CIM, CFP). Proven experience in wealth management or a related field. Proficiency in financial software and Microsoft Office Suite. 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. We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally. Training Reimbursement Corporate Discount Program We are focused on building a diverse and inclusive workforce. 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.