CI Assante Investment Advisor Opportunity

CI Investments Inc.
Full-time halifax, halifax county Other-General
Posted:
June 13, 2026
Location:
halifax, halifax county, Canada

Job Description

Pursue your career as an Investment Advisor with CI Assante, where client success drives our mission. Help develop insightful financial strategies while building lasting client relationships.
In this role, you will support clients by managing their investment portfolios and providing comprehensive financial advice alongside Wealth Advisors. Your analytical skills and market knowledge will be crucial in devising effective strategies that align with client goals. This opportunity also involves ongoing education and professional growth.
Key Responsibilities:
• Assist in client financial strategy development
• Analyze and monitor financial data and investment strategies
• Communicate regularly with clients regarding their goals
• Prepare periodic reports and client presentations
• Ensure compliance with financial regulations and best practices
Requirements:
• Post-secondary education in a financial field
• Required financial certifications (CSC, CPH, CIM, CFP)...

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Job Overview

Job Type: Full-time
Location: halifax, Canada
Posted: June 13, 2026
Deadline: July 23, 2026