Wealth Advisor & Portfolio Manager

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.

Job Overview

We are currently seeking a Wealth Advisor & Portfolio Manager to join our team in Toronto. You will primarily be providing financial advice to our clients. We have an amazing work culture that is collaborative and supportive with lots of opportunity to grow.

What You Will Do

• Collaborating with team members to coordinate and improve delivery of investment and financial advice
• Contributing to various initiatives
• Delivering investment advice to our clients through phone, email, and chat

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.

What We Offer

• Equipment Purchase Program
• Complimentary vending machines
• Enhanced group benefits
• Parental Leave Top–up program
• Flexible & Hybrid Work Program
• Modern HQ location within walking distance from Union Station
• Volunteer paid Days
• Fitness membership discounts
• Employee Share Purchase Program (ESPP)
• Training Reimbursement
• Paid Professional Designations
• Corporate Discount Program

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

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 [email protected], or call 416-364-1145 ext. 4747.