Associate Principal for Wealth Management

Join CI Private Wealth as an Associate Principal, where you’ll specialize in sophisticated wealth management strategies for ultra-high-net-worth families. Work alongside experienced professionals in a collaborative setting.

In this role, you will enhance investment strategies while providing guidance on multi-generational wealth management and estate planning. Candidates must have a strong foundation in investment analysis and relationship management. This position requires a detail-oriented individual passionate about delivering exceptional service and creating lasting client relationships.

Key Responsibilities:
• Collaborate on due diligence for portfolio strategies
• Clearly convey investment recommendations to clients
• Drive comprehensive tax efficiency and structure planning
• Ensure timely responses to client inquiries and needs
• Assist in developing customized wealth management solutions

Requirements:
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