Investment Advisor: Shape Portfolios & Financial Plans
Job in
Calgary, Alberta, D3J, Canada
Listed on 2026-01-11
Listing for:
CI Financial
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Sales
Job Description & How to Apply Below
A financial services firm in Calgary is seeking a diligent Investment Advisor to manage client portfolios and provide exceptional financial support. You will develop financial strategies and analyze market trends. The ideal candidate has post‑secondary education, relevant financial licenses, and experience in wealth management. This role offers competitive benefits and a supportive work environment.
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