Investment Counsellor
CI Investments Inc
Winnipeg, MB
ABOUT US

Assante Private Client, a subsidiary of CI Private Counsel LP and a CI Financial Company, provides portfolio management and wealth management advisory services exclusively through a national network of financial advisors. Focusing on high net worth individuals and families, the professionals at Assante Private Client offer financial planning, risk management, and estate and tax planning services to our clients, helping them simplify and enhance their lives.

POSITION: Investment Counsellor

LOCATION: Winnipeg, MB

STATUS: Full-time

JOB OVERVIEW

We are currently seeking an Investment Counsellor to join our Wealth Planning Group. In this role, the Investment Counsellor works with our Private Client solution, focusing on clients with assets in excess of $1 million. They meet with existing clients and the advisors who have referred the clients to our program. The Investment Counsellor uses our standard Investment Policy Questionnaire to determine the appropriate asset allocation for the client, provide economic, market, and portfolio performance reviews with the clients on a regular basis, and ensure 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 will assist the referring advisor with sales and prospecting, the role also requires an ability to provide a superior service level to High-Net-Worth Clients and referring advisors.

WHAT YOU WILL DO

Meet with approximately 100-125 clients on a regular basis (ranging from quarterly to annually) to review the economy, market conditions, and portfolio performance. Determine the appropriate asset allocation for each client.
Build and strengthen relationships with advisors to ensure their satisfaction with the investment solution in our Private Client program.
Work collaboratively with peers who manage the Wealth Planning aspects of the client relationship – client financial analysis, risk management, income management, tax, and wealth transfer.
WHAT YOU WILL BRING

University degree in business or related discipline
It is mandatory to be eligible for licensing by the Manitoba Securities Commission upon hire as a portfolio manager/advising rep with discretionary authority
CIM Designation (If not a CFA Charter holder in good standing) and/or CFA Charter or progress towards the CFA Charter; CFP designation is considered an asset
Minimum of 7 to ten years of industry experience, including experience in a client facing role
Minimum 3 years of portfolio building experience in an IRROC or ICPM licensed capacity
Ability to interact effectively with various types of people (advisors, assistants, 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 70% travel

WHAT YOU CAN EXPECT FROM US

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 accessible.recruitment@ci.com, 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.