Financial Advisor at CI Financial, Northwest Newfoundland/Eastern Labrador (Mary's …
Financial Advisor at CI Financial, Northwest Newfoundland/Eastern Labrador (Mary's …
-
Northwest Newfoundland/Eastern Labrador (Mary's Harbour) A0K, Canada
-
Last edited: less than a week ago
-
Save
Description
Elevate your investment expertise as a Financial Advisor at CI Financial Corp. This role emphasizes client relationship management and organic sales growth in a supportive, engaging environment.
As a part of our Aligned Capital Partners network, you will leverage a minimum of five years of sales and client service experience to manage and grow client relationships. Utilize your investment knowledge to help clients reach their financial objectives, focusing on trust and long-term growth through effective communication and strategic planning.
Key Responsibilities:• Build and nurture client relationships via virtual and in-person meetings • Generate referrals and consolidate assets through collaboration • Establish and update investment strategies tailored to client goals • Provide insightful investment recommendations and managed money solutions• Ensure compliance with all regulatory standards
Requirements:• Minimum 5 years in investment sales and client service • Valid Securities Licence required • Professional designation like CFP, CIM preferred • Strong knowledge of financial instruments and markets • Exceptional communication and analytical skills
Harness your financial acumen to serve clients effectively at CI Financial. #J-18808-Ljbffr
As a part of our Aligned Capital Partners network, you will leverage a minimum of five years of sales and client service experience to manage and grow client relationships. Utilize your investment knowledge to help clients reach their financial objectives, focusing on trust and long-term growth through effective communication and strategic planning.
Key Responsibilities:• Build and nurture client relationships via virtual and in-person meetings • Generate referrals and consolidate assets through collaboration • Establish and update investment strategies tailored to client goals • Provide insightful investment recommendations and managed money solutions• Ensure compliance with all regulatory standards
Requirements:• Minimum 5 years in investment sales and client service • Valid Securities Licence required • Professional designation like CFP, CIM preferred • Strong knowledge of financial instruments and markets • Exceptional communication and analytical skills
Harness your financial acumen to serve clients effectively at CI Financial. #J-18808-Ljbffr
Highlights
-
Company nameCI Investments Inc.
-
Job positionFinancial Advisor at CI Financial
Safety Tips
Be careful with multilevel marketing programs, and their income projections.
More info about this ad
Financial Advisor at CI Financial has been posted in the Conception Bay South Accounting, Financing & Banking category on Locanto.
For Conception Bay South, there are no other ads posted in this category.
There are more ads within a 15 km radius for this category. If you want to view those ads, click here.