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.
The Investment Counsellor works directly with High Net Worth clients and Assante advisors as part of a wealth planning and investment management team that provides comprehensive and holistic wealth management services.We are currently seeking an Investment Counsellor to join our Private Client Group. In this role, the Investment Counsellor works with our Private Client solutions, focusing on clients with assets in excess of $3 million. They meet with existing clients, prospective clients and the advisors who have referred the clients to our program. The Investment Counsellor determines the appropriate asset allocation, constructs and monitors client portfolios primarily based on our Investment Policy Questionnaire and Investment Policy construction software. The Investment Counsellor provides economic, market, and portfolio performance reviews with the clients on a regular basis and ensures ongoing exchange of information takes place as it relates to the client’s total financial picture.
The role is part of a broader team of Wealth Planning professionals delivering a holistic investment and wealth planning experience to clients. While the Investment Counsellor's primary role is to manage the investment management relationship with the clients, they may also assist the referring advisors in 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.
- University degree in business or related discipline
- It is mandatory to be eligible for licensing by the BC Securities 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.
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 [email protected], or call 416-364-1145 ext. 4747.
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