Investment CounsellorPermanent
Alberta (AB), Calgary - T1XJob Simplification
The announced job offer is made public by the firm: CI Financial and it was included in jobs list the date of: 2022-10-22 in the website greenenergyjobsonline.com.
It is announced that they have a job offer at the category of Array and the jobs location is in the state of Alberta (AB) at the city Calgary, in the country CA - at this current ZipCode: T1X
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Job Overview
CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of 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 that have 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.
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 opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.
Location: Edmonton, Alberta
JOB OVERVIEW
We are currently seeking an Investment Counsellor to join our Private Client Group. In this role, the Investment Counsellor works with our Private Client solutions, focusing on clients with assets in excess of $1 million. They meet with existing clients, prospective clients and the advisors who have referred the clients to our program. The Investment Counsellor uses our Investment Policy Questionnaire to determine the appropriate asset allocation for the client. The Investment Counsellor provides economic, market, and portfolio performance reviews with the clients on a regular basis, and ensures 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's primary role is to manage the investment management relationship with the clients, they may also assist the referring advisors in prospecting and sales. The role also requires an ability to provide a superior service level to High-Net-Worth Clients and referring advisors. Compensation is comprised of a base salary and bonus.
WHAT YOU WILL BRING
University degree in business or related discipline
It is mandatory to be eligible for licensing by the Alberta 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 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 25% travel
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
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 provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
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 opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.
Location: Edmonton, Alberta
JOB OVERVIEW
We are currently seeking an Investment Counsellor to join our Private Client Group. In this role, the Investment Counsellor works with our Private Client solutions, focusing on clients with assets in excess of $1 million. They meet with existing clients, prospective clients and the advisors who have referred the clients to our program. The Investment Counsellor uses our Investment Policy Questionnaire to determine the appropriate asset allocation for the client. The Investment Counsellor provides economic, market, and portfolio performance reviews with the clients on a regular basis, and ensures 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's primary role is to manage the investment management relationship with the clients, they may also assist the referring advisors in prospecting and sales. The role also requires an ability to provide a superior service level to High-Net-Worth Clients and referring advisors. Compensation is comprised of a base salary and bonus.
WHAT YOU WILL BRING
University degree in business or related discipline
It is mandatory to be eligible for licensing by the Alberta 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 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 25% travel
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
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 provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Employer Overview
CI Financial
Alberta (AB), Calgary - T1X- Agency