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A minimum of 2 years sales and client service experience within the investment industry.
Canadian Securities Course (CSC) and LLQP licensing required
CFP, CIM & other licensing are an asset
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.
Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:
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This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $70,000 to $90,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.
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.
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
Verified company details for this employer are not available yet.
CAD 70000-90000 yearly / year
Full-time
Entry · 2+ years experience
Onsite
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