Wealth Advisor & Portfolio Manager

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Wealth Advisor & Portfolio Manager

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CI Financial 2 days ago Be among the first 25 applicants Join to apply for the

Wealth Advisor & Portfolio Manager

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CI Financial Description 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. We are currently seeking a Wealth Advisor & Portfolio Manager to join our team. You will primarily be providing financial advice to our clients. We have an amazing work culture that is collaborative and supportive with lots of opportunity to grow. WHAT YOU WILL DO

Delivering investment advice to our clients through phone, email, and chat Collaborating with team members to coor...