Associate Financial Advisor

 

JOB TITLE:  Associate Financial Advisor

 

BRANCH NAME:  An Independent Branch of Assante Capital Management Ltd.

 

BRANCH LOCATION:  Richmond Hill, ON

 

POSTING DATE:  November 23, 2021

 

APPLICATION DEADLINE:  December 24, 2021

 

HOURS PER WEEK:  N/A

 

CONTACT:  Tina Tehranchian ([email protected])

JOB DESCRIPTION

 

Join the team of one of the top advisors at Assante Capital Management Ltd, and the first Canadian to win the top senior wealth advisor of the year award from the International Association of Top Professionals (IAOTP), and flourish in your career. Work with a dynamic and dedicated team of advisors and assistants in a modern and newly decorated office in a prestigious business building.

 

DUTIES AND RESPONSIBILITIES

  • Managing assigned client relationships, including meeting for portfolio reviews and financial planning updates
  • Coordinating all communications with the wealth planning group regarding preparation of financial and estate plans
  • Assisting the senior wealth planner with all aspects of managing a financial planning practice
  • Preparing financial analysis and scenario analysis using Naviplan and Snap Projections software
  • Preparing Portfolio X-Rays and analysis of accounts of prospective clients
  • Preparing PowerPoint presentations for client meetings and public seminars
  • Ensuring that all clients are serviced according to our service matrix

EXPERIENCE AND QUALIFICATIONS

  • Successful completion of the Canadian Securities Course, Conduct and Practices Handbook, and current Registered Representative status or the ability to obtain it upon hire.
  • Successful completion of the LLQP course would be an asset

KNOWLEDGE, SKILLS, AND ABILITIES

  • Excellent written and verbal communication skills
  • Ability to organize, and prioritize tasks
  • Working knowledge of Microsoft Office
  • Experience with Naviplan software would be an asset
  • Good knowledge of Morningstar Advisor Workstation would be an asset
  • Attention to detail
  • Being self-motivated and able to work under pressure with tight deadlines

ADDITIONAL NOTES

 

About CI Assante Wealth Management

 

Founded in 1995, CI Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 900 professional advisors, located in communities throughout the country, have approximately $46 billion of Canadians’ family wealth under their care.

 

CI Assante Wealth Management’s parent company – CI Financial Corp. is financially strong with preliminary assets under management as at October 31, 2021 of $150.2 billion and wealth management assets of $181.6 billion, for total assets of $331.8 billion.

 

Our advisors and their clients are at the center of our business and are supported by the exceptional investment management team and wealth planning resources available through our sister-company, CI Global Asset Management  and CI Assante Private Client, a division of CI Private Counsel LP.

 

Please include a cover letter with your application and send your resume and cover letter by e-mail to: [email protected]

 

As an independently owned and operated branch of Assante Capital Management Ltd. we welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment process. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.

 

We thank all applicants for their interest; however only those selected for an interview will be contacted.

 

Visit Why Assante to learn more about who we are and what we do.

OTHER OPENINGS

 

Associate Financial Advisor