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.
CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients.As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.
Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.
At CI Private Wealth, we create a legacy of trust. The result is long-term confidence and peace of mind.
PRIMARY OBJECTIVE:
The Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Duties will include preparation for quarterly client meetings, and completion of meeting follow-up activities in concert with other team members.
- Responsible for the preparation and review of materials required by team for all client related meetings.
- Responsible for ensuring client requests are completed accurately including any transactions and meeting follow-up.
- Advise and assist with the preparation and coordination of presentations, proposals and other marketing products.
- Monitor and manage the process of moving new families into the CIPW platform. This includes the monitoring of asset transfers.
- Manage and maintain client Wealth Management Reviews, which include family net worth, estate planning, and corporate information.
- Create and disseminate year-end tax information to clients and professionals.
- Preparing special reports as required (i.e. Performance Summary, Portfolio Valuations, annual Wealth Management Review)
WHAT YOU WILL BRING
- 1-3 years experience in the financial services industry preferred.
- Post secondary education preferred, preference would be given to University Commerce, or mathematical degree.
- Successful completion of Canadian Securities Course; (or must enroll within first year of employment).
- Previous customer service training preferred.
- Strong administrative skills and attention to detail.
- Able to work effectively in a fast-paced team environment.
- Superior verbal and written communication skills.
- Demonstrated excellence in client service.
- PC Skills: Proficiency in Excel.
- Strong analytical and problem-solving abilities.
- Able to effectively prioritize multiple tasks.
- Able to work with minimal supervision.
DUTY STATEMENT
The Associate will demonstrate a high level of confidentiality and professionalism. Shall act with integrity, competence, dignity, and in an ethical and professional manner in all dealings and will treat all others with the utmost respect. The Associate will prioritize his/her time in accordance with the needs of their client base. This position onsite 5 days a week.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse 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 with 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.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
- 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
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 [email protected], or call 416-364-1145 ext. 4747.
Top Skills
CI Financial Toronto, Ontario, CAN Office
15 York St, 2nd Floor, , Toronto, Ontario , Canada, M5J 0A3
