JobMesh

Investment Advisor

CI Financial · Halifax, Nova Scotia, CA

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 wo...

Job description

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. We are seeking a diligent and detail-oriented Investment Advisor 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. Qualifications: 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...