Financial Advisor

CI Financial•Toronto, ON

20d•CA$70,000 - CA$90,000•Onsite

About The Position

We are currently seeking a Financial Advisor to join our National Accounts team. In this role, the Financial Advisor will develop and maintain the relationships for the Assante Financial Management book of business. Working in a team-oriented environment, you will use your organizational, investment knowledge and exceptional communications skills to provide advice and service existing or new clients with their portfolio of in-house products. 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.

Requirements

A minimum of 2 years sales and client service experience within the investment industry.
Canadian Securities Course (CSC) and LLQP licensing required
Strong knowledge of financial markets with a thorough understanding of Mutual funds.
Strong client service skills – required to build/maintain relationships with clients, employees and management.
Sales ability to handle outbound calls/meetings to/with existing clients.
Must demonstrate excellent knowledge and understanding of the relevant securities legislation and SRO rules and regulations.
Excellent communication skills: verbal, written and presentation.
Detail oriented, professional and analytical, positive attitude and genuine commitment to client service.

Nice To Haves

CFP, CIM & other licensing are an asset

Responsibilities

Service and proactively develop relationships with new and existing clients through phone contact, correspondence and in person meetings.
Cultivate new business through consolidation of assets and referrals from existing clients and advisors in the territory.
Establish a regular savings and investment program for clients by helping them identify goals and identify basic financial planning needs which are periodically reviewed and updated.
Make suitable investment recommendations including promoting the benefits of managed money solutions to clients and prospects.
Adhere to all compliance and regulatory requirements.
Provide timely information, investigate and resolve client issues and initiate follow up on research efforts.
Ability to work independently and in a team environment.