Financial Advisor
CI Investments Inc
Vancouver, BC
Founded in 1995, Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 830 professional advisors, located in communities throughout the country, have approximately $43 billion of Canadian's family wealth under their care.

POSITION: Financial Advisor
LOCATION: Vancouver, BC
STATUS: Full-time

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 Capital 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.

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

A minimum of 2 years sales and client service experience within the investment industry
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.
Post-secondary education, and Canadian Securities Course a must. Insurance, CFP, CIM & other licensing an asset
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

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:
Recognition & Compensation
Training & Development
Health & Well-being
Communication & Feedback

If you are a passionate, committed and dynamic individual, 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 we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at, or call 416-364-1145 ext. 4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.