Company Description
CI Assante Wealth Management is a subsidiary of CI Financial Corp. and one of the largest wealth management firms in Canada. Assante supports 900 professional advisors overseeing over $46 billion of wealth for Canadian families and business owners. Assante is committed to providing comprehensive financial planning and investment services to help clients achieve their financial goals.
Role Description
This is a full-time on-site role for an Associate Investment Advisor located in North York, ON. The Associate Investment Advisor will be responsible administrating client portfolios (KYC) Preparing quarterly statements, delivering exceptional customer service. The role involves collaborating with clients to update files and investment solutions to meet their needs and objectives. The applicant must be very well versed in Excel
You Will
- Work alongside key principals in the practice and will foster and support client relationships by liaising with clients, responding to requests and proactive problem solving.
- Process and follow up on KYC updates.
- Prepare quarterly reports by entering transactions into excel
- Handle outgoing phone calls with clients for information.
- Carry out other duties as assigned.
The Ideal Candidate for This Position Has
- Must be IR Licensed
- Minimum of 2-years investment industry experience.
- Excellent proficiency with Microsoft Office particularly Word, Excel, & Outlook
- Excellent verbal and written communication skills.
- Desire to work in a team environment and demonstrate a professional and friendly manner.
- Ability to learn quickly and identify opportunities to add value.
- Strong organizational skills.
- Meticulous attention to detail.
- Ability to prioritize, multitask, work within time constraints and follow-up.
- Excellent verbal and written communication skills.
- Strong organizational skills.
- Ability to prioritize, multitask, work within time constraints and follow-up.
