Investment Counsellor

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

The Investment Counsellor works directly with High Net Worth clients and Assante advisors as part of a wealth planning and investment management team that provides comprehensive and holistic wealth management services.WHAT YOU WILL DO

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...