Investment Counsellor

Biography

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.

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 $3 million. They meet with existing clients, prospective clients and the advisors who have referred the clients to our program. The Investment Counsellor determines the appropriate asset allocation, constructs and monitors client portfolios primarily based on our Investment Policy Questionnaire and Investment Policy construction software.

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.

• University degree in business or related discipline
• It is mandatory to be eligible for licensing by the BC Securities Commission upon hire as a portfolio manager/advising rep with discretionary authority
• CIM Designation and/or CFA Charter; CFP designation is considered an asset
• Ability to interact effectively with various types of people (advisors, assistants, HNW 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 10% travel.

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top‑up program
• Paid time off for Volunteering

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $93,000 to $143,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, the Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others.

Many of these benefits are subsidized or fully paid for by the company.

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 , or call 416‑364‑1145 ext.

4747.